Purchases and Sales Made in Q1 2024 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q1 2024. The information is specifically focused on institutions that hold shares of STEM, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-124- 0.21% |
$221 - $464
|
59.4K
$30.3K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-128- 10.15% |
$228 - $479
|
1.13K
$578
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-200- 1.44% |
$356 - $748
|
13.7K
$6.98K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-253- 1.3% |
$450 - $946
|
19.3K
$9.83K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 35.06% |
$481 - $1.01K
|
500
$255
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-270- 2.5% |
$481 - $1.01K
|
10.5K
$5.37K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-275- 52.38% |
$490 - $1.03K
|
250
$128
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 14.64% |
$890 - $1.87K
|
2.92K
$1.49K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-550- 4.01% |
$979 - $2.06K
|
13.2K
$6.71K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-603- 0.85% |
$1.07K - $2.26K
|
70.2K
$35.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-622- 33.05% |
$1.11K - $2.33K
|
1.26K
$643
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-668- 1.86% |
$1.19K - $2.5K
|
35.3K
$18K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-674- 1.63% |
$1.2K - $2.52K
|
40.7K
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-750- 6.05% |
$1.34K - $2.81K
|
11.6K
$5.94K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-847- 6.04% |
$1.51K - $3.17K
|
13.2K
$6.72K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.13K- 46.21% |
$2.01K - $4.22K
|
1.31K
$670
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.61K- 8.9% |
$2.86K - $6.02K
|
16.5K
$8.4K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.07K- 57.68% |
$3.69K - $7.76K
|
1.52K
$776
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.13K- 77.91% |
$3.8K - $7.98K
|
605
$309
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.83K- 95.06% |
$5.04K - $10.6K
|
147
$75
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.86K- 0.55% |
$5.09K - $10.7K
|
514K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.62K- 45.61% |
$6.44K - $13.5K
|
4.31K
$2.2K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.43K- 26.2% |
$7.88K - $16.5K
|
12.5K
$6.36K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.91K- 15.63% |
$8.74K - $18.4K
|
26.5K
$13.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.43K- 9.89% |
$9.66K - $20.3K
|
49.5K
$25.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 18.57% |
$9.92K - $20.8K
|
24.4K
$12.5K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.7K- 1.84% |
$10.1K - $21.3K
|
305K
$155K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.17K- 18.7% |
$11K - $23.1K
|
26.8K
$13.7K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.37K- 95.5% |
$11.3K - $23.8K
|
300
$153
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.62K- 59.22% |
$13.6K - $28.5K
|
5.25K
$2.68K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.88K- 5.08% |
$14K - $29.5K
|
147K
$75.2K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.88K- 31.75% |
$15.8K - $33.2K
|
19.1K
$9.73K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.01K- 45.81% |
$16K - $33.7K
|
10.7K
$5.44K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-10.8K- 2.22% |
$19.2K - $40.4K
|
476K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.3K- 0.96% |
$21.9K - $46K
|
1.27M
$648K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.4K- 4.88% |
$22K - $46.3K
|
241K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.9K- 42.1% |
$24.7K - $51.9K
|
19.1K
$9.74K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-15.5K- 38.88% |
$27.6K - $58K
|
24.4K
$12.4K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-16.1K- 54.94% |
$28.7K - $60.4K
|
13.2K
$6.76K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-16.5K- 40.68% |
$29.4K - $61.9K
|
24.1K
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22K- 18.68% |
$39.2K - $82.3K
|
95.8K
$48.9K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-22.3K- 63.19% |
$39.6K - $83.3K
|
13K
$6.61K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23.1K- 64.72% |
$41.1K - $86.5K
|
12.6K
$6.43K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-23.9K- 3.05% |
$42.5K - $89.4K
|
760K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-24.6K- 17.69% |
$43.8K - $92.1K
|
115K
$58.5K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.2K- 6.08% |
$59.2K - $124K
|
514K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-34.5K- 64.06% |
$61.4K - $129K
|
19.4K
$9.87K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.7K- 29.76% |
$67.2K - $141K
|
89.1K
$45.4K
|
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
SELL
|
- |
-49.7K- 28.8% |
$88.5K - $186K
|
123K
$62.7K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-65.8K- 65.09% |
$117K - $246K
|
35.3K
$18K
|