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 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
19.5K+ 137.11% |
$6.82K - $23.8K
|
33.7K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 156.12% |
$487 - $1.7K
|
2.28K
$19.8K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.64KNew |
$573 - $2K
|
1.64K
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 2.83% |
$29.7 - $104
|
2.92K
$25.3K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
380New |
$133 - $464
|
380
$3.29K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
310K+ 9.1% |
$108K - $378K
|
3.71M
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.1KNew |
$3.89K - $13.6K
|
11.1K
$96.3K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 47.09% |
$850 - $2.96K
|
2.73K
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$35 - $122
|
100
$867
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.99M- 65.11% |
$1.05M - $3.65M
|
1.6M
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-54.2K- 4.19% |
$19K - $66.1K
|
1.24M
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.9K+ 16.64% |
$8.01K - $27.9K
|
160K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-33.2K- 56.03% |
$11.6K - $40.5K
|
26.1K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-20.4K- 2.38% |
$7.15K - $24.9K
|
839K
$7.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71- 0.1% |
$24.8 - $86.6
|
71.8K
$622K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.07K- 11.9% |
$1.42K - $4.97K
|
30.1K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-602K- 95.34% |
$211K - $735K
|
29.4K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.1KNew |
$3.9K - $13.6K
|
11.1K
$96.6K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-54K- 19.59% |
$18.9K - $65.9K
|
222K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
33.2KNew |
$11.6K - $40.6K
|
33.2K
$288K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 1.55% |
$1.82K - $6.34K
|
330K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
745+ 2.99% |
$261 - $909
|
25.7K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.29K+ 9.89% |
$453 - $1.58K
|
14.4K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-220K- 35.91% |
$76.9K - $268K
|
392K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
80K+ 21.97% |
$28K - $97.6K
|
444K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
216K+ 2.57% |
$75.6K - $264K
|
8.62M
$74.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.42K+ 11.01% |
$846 - $2.95K
|
24.4K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
42.3KNew |
$14.8K - $51.6K
|
42.3K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.92K- 23.21% |
$3.47K - $12.1K
|
32.8K
$285K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
34.9KNew |
$12.2K - $42.6K
|
34.9K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
20.9KNew |
$7.31K - $25.5K
|
20.9K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
SELL
|
- |
-80K- 62.17% |
$28K - $97.6K
|
48.7K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-65.9K- 34.87% |
$23.1K - $80.4K
|
123K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-56.2K- 19.62% |
$19.7K - $68.6K
|
230K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.34K+ 24.44% |
$1.87K - $6.51K
|
27.2K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
165+ 0.56% |
$57.7 - $201
|
29.5K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82.1K+ 88.14% |
$28.7K - $100K
|
175K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.2KNew |
$4.6K - $16K
|
13.2K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 71.11% |
$5.6K - $19.5K
|
38.5K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 90.91% |
$350 - $1.22K
|
100
$867
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
68.4K+ 317.68% |
$23.9K - $83.4K
|
89.9K
$780K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.13K+ 47.79% |
$397 - $1.38K
|
3.51K
$30.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
82.7KNew |
$28.9K - $101K
|
82.7K
$717K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
600+ 120.0% |
$210 - $732
|
1.1K
$9.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15KNew |
$5.25K - $18.3K
|
15K
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-242K- 30.58% |
$84.7K - $295K
|
549K
$4.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-4K- 12.38% |
$1.4K - $4.88K
|
28.3K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
431+ 4.07% |
$151 - $526
|
11K
$95.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$70 - $244
|
200
$1.73K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
40New |
$14 - $48.8
|
40
$347
|