Purchases and Sales Made in Q4 2024 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 21.97% |
$35.3K - $82.7K
|
612K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
95.6K+ 228.4% |
$30.6K - $71.7K
|
137K
$67.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.3KNew |
$19K - $44.5K
|
59.3K
$29K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
32.1KNew |
$10.3K - $24.1K
|
32.1K
$15.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
25K+ 100.0% |
$8K - $18.8K
|
50K
$24.5K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.5K+ 179.84% |
$7.82K - $18.3K
|
38.1K
$18.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9KNew |
$6.99K - $16.4K
|
21.9K
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17.8K+ 471.77% |
$5.68K - $13.3K
|
21.5K
$10.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$4.81K - $11.3K
|
15K
$7.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.2KNew |
$4.55K - $10.7K
|
14.2K
$6.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13.7KNew |
$4.38K - $10.3K
|
13.7K
$6.71K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
13.2KNew |
$4.21K - $9.86K
|
13.2K
$6.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.9KNew |
$3.8K - $8.9K
|
11.9K
$5.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.2KNew |
$3.58K - $8.39K
|
11.2K
$5.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.6KNew |
$3.41K - $7.98K
|
10.6K
$5.22K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.6KNew |
$3.39K - $7.94K
|
10.6K
$5.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.1K+ 19.4% |
$3.24K - $7.59K
|
62.3K
$30.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.17K+ 7.76% |
$1.66K - $3.88K
|
71.9K
$35.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4K+ 0.47% |
$1.28K - $3K
|
860K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.5K+ 18.42% |
$1.12K - $2.63K
|
22.5K
$11K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.48K+ 1.52% |
$1.11K - $2.61K
|
233K
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.37KNew |
$759 - $1.78K
|
2.37K
$1.16K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.69K+ 5.2% |
$541 - $1.27K
|
34.2K
$16.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
891New |
$285 - $668
|
891
$437
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 2.92% |
$27.2 - $63.8
|
3K
$1.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36New |
$11.5 - $27
|
36
$17.6
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15+ 3.09% |
$4.8 - $11.3
|
500
$245
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1New |
$0.32 - $0.75
|
1
$0.49
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-43- 0.02% |
$13.8 - $32.3
|
228K
$112K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-125- 1.23% |
$40 - $93.8
|
10K
$4.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-200- 11.11% |
$64 - $150
|
1.6K
$784
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 9.5% |
$320 - $750
|
9.52K
$4.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.32K- 69.55% |
$742 - $1.74K
|
1.02K
$497
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.6K- 1.65% |
$1.79K - $4.2K
|
335K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.29K- 24.93% |
$2.33K - $5.47K
|
21.9K
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.14K- 31.37% |
$2.92K - $6.86K
|
20K
$9.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-26.1K- 69.49% |
$8.36K - $19.6K
|
11.5K
$5.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-77.4K- 29.06% |
$24.8K - $58.1K
|
189K
$92.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-199K- 5.53% |
$63.8K - $150K
|
3.4M
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-242K- 33.8% |
$77.5K - $182K
|
474K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
SELL
|
- |
-242K- 65.3% |
$77.5K - $182K
|
129K
$63.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-257K- 2.96% |
$82.1K - $192K
|
8.4M
$4.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-315K- 75.9% |
$101K - $236K
|
100K
$49K
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-414K- 34.71% |
$132K - $310K
|
779K
$382K
|