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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-6.81KClosed |
$145K - $252K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-50Closed |
$1.07K - $1.85K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-38Closed |
$811 - $1.41K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 33.33% |
$1.07K - $1.85K
|
200
$68
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.55KClosed |
$140K - $242K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-720Closed |
$15.4K - $26.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
675New |
$14.4K - $25K
|
675
$230
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-180Closed |
$3.84K - $6.66K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Campbell Capital Management Inc
|
SELL
|
- |
-25.4KClosed |
$542K - $940K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25KNew |
$410K - $920K
|
25K
$8.5K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
950New |
$15.6K - $35K
|
950
$323
|
|
|
Aug 16, 2021
Q2 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
110KNew |
$1.8M - $4.05M
|
110K
$37.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$3.28M - $7.36M
|
200K
$68K
|
|
|
Aug 16, 2021
Q2 2021
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
400KNew |
$6.55M - $14.7M
|
400K
$136K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
20KNew |
$328K - $736K
|
20K
$6.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
PUT |
20KNew |
$328K - $736K
|
20K
$6.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
2.34MNew |
$38.3M - $86.1M
|
2.34M
$796K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
500New |
$8.19K - $18.4K
|
500
$170
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$819 - $1.84K
|
50
$17
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
300New |
$4.91K - $11K
|
300
$102
|
|
|
Jul 19, 2021
Q2 2021
|
Clear Street Markets LLC
|
BUY
|
CALL |
276New |
$4.52K - $10.2K
|
276
$93.8
|
|