Morgan Stanley Stem, Inc. Transaction History

Morgan Stanley

$1.36 Trillion
Q1 2025

A detailed history of Morgan Stanley transactions in Stem, Inc. stock. As of the latest transaction made, Morgan Stanley holds 499,165 shares of STEM stock, worth $264,557. This represents 0.0% of its overall portfolio holdings.

Number of Shares

499,165

Previous 1,005,976 50.38%

Holding current value

$264,557

Previous $603,000 71.14%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$0.35 - $1.22 $177,383 - $618,309	-506,811 Reduced 50.38%	499,165 $174,000
Q4 2024 Feb 14, 2025	BUY	$0.32 - $0.75 $21,959 - $51,468	68,624 Added 7.32%	1,005,976 $603,000
Q3 2024 May 14, 2025	BUY	$0.31 - $1.52 $70,732 - $346,816	228,169 Added 32.17%	937,352 $328,000
Q3 2024 Nov 14, 2024	BUY	$0.31 - $1.52 $70,732 - $346,816	228,169 Added 32.17%	937,352 $328,000
Q2 2024 May 14, 2025	SELL	$1.1 - $2.11 $326,472 - $626,233	-296,793 Reduced 29.5%	709,183 $787,000
Q2 2024 Oct 17, 2024	SELL	$1.1 - $2.11 $755,472 - $1.45 Million	-686,793 Reduced 49.2%	709,183 $787,000
Q2 2024 Aug 14, 2024	SELL	$1.1 - $2.11 $755,472 - $1.45 Million	-686,793 Reduced 49.2%	709,183 $787,000
Q1 2024 Oct 17, 2024	BUY	$1.78 - $3.74 $1.22 Million - $2.57 Million	686,793 Added 96.84%	1,395,976 $3.06 Million
Q1 2024 Aug 16, 2024	SELL	$1.78 - $3.74 $126,732 - $266,280	-71,198 Reduced 4.85%	1,395,976 $3.06 Million
Q1 2024 May 15, 2024	SELL	$1.78 - $3.74 $126,732 - $266,280	-71,198 Reduced 4.85%	1,395,976 $3.06 Million
Q4 2023 Aug 16, 2024	BUY	$2.4 - $4.14 $1.82 Million - $3.14 Million	757,991 Added 106.88%	1,467,174 $5.69 Million
Q4 2023 Feb 13, 2024	SELL	$2.4 - $4.14 $1.41 Million - $2.44 Million	-588,568 Reduced 28.63%	1,467,174 $5.69 Million
Q3 2023 Nov 15, 2023	BUY	$4.06 - $7.34 $2.55 Million - $4.6 Million	627,153 Added 43.9%	2,055,742 $8.72 Million
Q2 2023 Aug 14, 2023	SELL	$3.8 - $6.54 $754,094 - $1.3 Million	-198,446 Reduced 12.2%	1,428,589 $8.17 Million
Q1 2023 May 15, 2023	BUY	$5.5 - $10.75 $3.68 Million - $7.18 Million	668,360 Added 69.72%	1,627,035 $9.23 Million
Q4 2022 Feb 14, 2023	SELL	$8.33 - $14.16 $25,781 - $43,825	-3,095 Reduced 0.32%	958,675 $8.56 Million
Q3 2022 Nov 14, 2022	SELL	$7.15 - $17.42 $275,947 - $672,307	-38,594 Reduced 3.86%	961,770 $12.8 Million
Q2 2022 Oct 27, 2022	SELL	$6.27 - $12.15 $410,891 - $796,225	-65,533 Reduced 6.15%	1,000,364 $7.16 Million
Q2 2022 Aug 15, 2022	SELL	$6.27 - $12.15 $410,891 - $796,225	-65,533 Reduced 6.15%	1,000,364 $7.16 Million
Q1 2022 Oct 27, 2022	BUY	$7.49 - $19.24 $490,842 - $1.26 Million	65,533 Added 6.55%	1,065,897 $11.7 Million
Q1 2022 May 13, 2022	SELL	$7.49 - $19.24 $2.4 Million - $6.16 Million	-320,268 Reduced 23.1%	1,065,897 $11.7 Million
Q4 2021 Feb 14, 2022	BUY	$17.56 - $26.65 $22 Million - $33.4 Million	1,252,839 Added 939.68%	1,386,165 $26.3 Million
Q3 2021 Nov 15, 2021	BUY	$21.34 - $37.0 $2.85 Million - $4.93 Million	133,326 New	133,326 $3.19 Million

Others Institutions Holding STEM

# of Institutions

182

Shares Held

47M

Call Options Held

572K

Put Options Held

444K

View Full List

About STEM, INC.

Ticker STEM
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 154,228,000
Market Cap $81.7M
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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