Latest Institutional Transactions on Stem, Inc. (STEM)
This table provides information on the latest institutional transactions involving Stem, Inc. (STEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.18K+ 10.82% |
$19.9K - $38.6K
|
32.5K
$11.1K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$1.88K - $3.65K
|
300
$102
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
100New |
$627 - $1.22K
|
100
$34
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
620New |
$3.89K - $7.53K
|
620
$211
|
|
Q1 2022 | |||||||
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60Closed |
$449 - $1.15K
|
0
$0
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-800Closed |
$5.99K - $15.4K
|
0
$0
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
74.6K+ 125.73% |
$559K - $1.44M
|
134K
$45.5K
|
|
May 15, 2023
Q1 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
412KNew |
$3.09M - $7.94M
|
412K
$140K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
6KNew |
$44.9K - $115K
|
6K
$2.04K
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
PUT |
59.9KNew |
$449K - $1.15M
|
59.9K
$20.4K
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
20K+ 25.0% |
$150K - $385K
|
100K
$34K
|
|
May 16, 2022
Q1 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-48.7K- 13.65% |
$365K - $937K
|
308K
$105K
|
|
May 16, 2022
Q1 2022
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-190KClosed |
$1.42M - $3.66M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-20.8KClosed |
$156K - $400K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-80.9KClosed |
$606K - $1.56M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-523KClosed |
$3.92M - $10.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-416KClosed |
$3.12M - $8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-950KClosed |
$7.12M - $18.3M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-123KClosed |
$921K - $2.36M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15Closed |
$112 - $289
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-5.13MClosed |
$38.4M - $98.7M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-94.8KClosed |
$710K - $1.82M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-33KClosed |
$247K - $635K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-178KClosed |
$1.33M - $3.42M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-10KClosed |
$74.9K - $192K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-1.45MClosed |
$10.9M - $27.9M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-3.9KClosed |
$29.2K - $75K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-421Closed |
$3.15K - $8.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
21.4KNew |
$161K - $412K
|
21.4K
$7.29K
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-15KClosed |
$112K - $289K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
17.3K+ 641.84% |
$130K - $333K
|
20K
$6.8K
|
|
May 11, 2022
Q1 2022
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-406KClosed |
$3.04M - $7.8M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$10.5K - $27.1K
|
1.41K
$478
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
74.6KNew |
$559K - $1.43M
|
74.6K
$25.4K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$375 - $962
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$112K - $289K
|
15K
$5.1K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-585Closed |
$4.38K - $11.3K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500Closed |
$3.75K - $9.62K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 33.33% |
$749 - $1.92K
|
200
$68
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-165Closed |
$1.24K - $3.17K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-25.2KClosed |
$189K - $485K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-50Closed |
$375 - $962
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-170KClosed |
$1.27M - $3.26M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$749 - $1.92K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
CALL |
4.7K+ 1566.67% |
$35.2K - $90.4K
|
5K
$1.7K
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-26.5KClosed |
$198K - $510K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
403+ 4.91% |
$3.02K - $7.75K
|
8.62K
$2.93K
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.62K- 15.85% |
$27.1K - $69.6K
|
19.2K
$6.53K
|