Capital Advisory Group Advisory Services, LLC Stem, Inc. Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$6.27 - $12.15 $0 - $0	0 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$7.49 - $19.24 $0 - $0	0 New	0 $0
Q4 2021 Feb 15, 2022	SELL	$17.56 - $26.65 $222,186 - $337,202	-12,653 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$21.34 - $37.0 $119,760 - $207,644	-5,612 Reduced 30.73%	12,653 $302,000
Q2 2021 Nov 12, 2021	BUY	$16.38 - $36.81 $299,180 - $672,334	18,265 New	18,265 $658,000

Others Institutions Holding STEM

# of Institutions

229

Shares Held

95.7M

Call Options Held

828K

Put Options Held

1.43M

Schroder Investment Management Group London, X0

12.4M
Shares

$13.8 Million
0.03% of portfolio
Black Rock Inc. New York, NY

11.3M
Shares

$12.5 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

8.17M
Shares

$9.07 Million
0.0% of portfolio
Alkeon Capital Management LLC New York, NY

7.19M
Shares

$7.98 Million
0.03% of portfolio
State Street Corp Boston, MA

4.05M
Shares

$4.5 Million
0.0% of portfolio

View Full List

About STEM, INC.

Ticker STEM
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 154,228,000
Market Cap $171M
Description
Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled ser...

More about STEM

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