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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$375 - $962
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500Closed |
$3.75K - $9.62K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
15KNew |
$112K - $289K
|
15K
$130K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 33.33% |
$749 - $1.92K
|
200
$1.73K
|
|
|
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
|
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
$43.4K
|
|
|
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 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
$74.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.62K- 15.85% |
$27.1K - $69.6K
|
19.2K
$166K
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 344.83% |
$7.02K - $10.7K
|
516
$4.47K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-400- 3.05% |
$7.02K - $10.7K
|
12.7K
$110K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
250New |
$4.39K - $6.66K
|
250
$2.17K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-174KClosed |
$3.06M - $4.65M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-500Closed |
$8.78K - $13.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
135New |
$2.37K - $3.6K
|
135
$1.17K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-235Closed |
$4.13K - $6.26K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-290KClosed |
$5.1M - $7.73M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-19KClosed |
$334K - $506K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.9KClosed |
$209K - $317K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-93Closed |
$1.63K - $2.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-13.5KClosed |
$237K - $360K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-68.6KClosed |
$1.2M - $1.83M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-9KClosed |
$158K - $240K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-30Closed |
$527 - $800
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-10KClosed |
$176K - $267K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
75KNew |
$1.32M - $2M
|
75K
$650K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-10KClosed |
$176K - $267K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-70Closed |
$1.23K - $1.87K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-110Closed |
$1.93K - $2.93K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.74KClosed |
$65.7K - $99.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
10KNew |
$176K - $267K
|
10K
$86.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100Closed |
$1.76K - $2.67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-100Closed |
$1.76K - $2.67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3KClosed |
$52.7K - $80K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1.29KClosed |
$22.7K - $34.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20Closed |
$351 - $533
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
60+ 2.45% |
$1.28K - $2.22K
|
2.51K
$21.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-69Closed |
$1.47K - $2.55K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
700New |
$14.9K - $25.9K
|
700
$6.07K
|
|
|
Nov 15, 2021
Q3 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
CALL |
-40KClosed |
$854K - $1.48M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-142KClosed |
$3.04M - $5.27M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-1.4MClosed |
$29.9M - $51.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
CALL |
-167KClosed |
$3.57M - $6.19M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-13.4KClosed |
$286K - $495K
|
0
$0
|
|