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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.67K+ 969.71% |
$1.5K - $3.51K
|
5.16K
$1.75K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.23K- 96.51% |
$1.35K - $3.17K
|
153
$52
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.5K- 75.72% |
$2.4K - $5.63K
|
2.41K
$818
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
416+ 0.45% |
$133 - $312
|
93.2K
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
14.1K+ 49.05% |
$4.5K - $10.6K
|
42.8K
$14.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$4.54K - $10.7K
|
14.2K
$4.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-691- 2.47% |
$221 - $518
|
27.3K
$9.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
336KNew |
$107K - $252K
|
336K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.17K+ 7.76% |
$1.66K - $3.88K
|
71.9K
$24.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.9KNew |
$3.8K - $8.9K
|
11.9K
$4.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.2KNew |
$3.58K - $8.39K
|
11.2K
$3.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
SELL
|
- |
-242K- 65.3% |
$77.5K - $182K
|
129K
$43.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4K+ 0.47% |
$1.28K - $3K
|
860K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 9.5% |
$320 - $750
|
9.52K
$3.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-242K- 33.8% |
$77.5K - $182K
|
474K
$161K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.69K+ 5.2% |
$541 - $1.27K
|
34.2K
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-199K- 5.53% |
$63.8K - $150K
|
3.4M
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.2K+ 8.68% |
$17.3K - $40.6K
|
679K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9KNew |
$6.99K - $16.4K
|
21.9K
$7.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 21.97% |
$35.3K - $82.7K
|
612K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-257K- 2.96% |
$82.1K - $192K
|
8.4M
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
32.1KNew |
$10.3K - $24.1K
|
32.1K
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.6KNew |
$3.41K - $7.98K
|
10.6K
$3.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.29K- 24.93% |
$2.33K - $5.47K
|
21.9K
$7.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 2.92% |
$27.2 - $63.8
|
3K
$1.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
95.6K+ 228.4% |
$30.6K - $71.7K
|
137K
$46.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-77.4K- 29.06% |
$24.8K - $58.1K
|
189K
$64.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.2KNew |
$4.55K - $10.7K
|
14.2K
$4.83K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
13.2KNew |
$4.21K - $9.86K
|
13.2K
$4.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.14K- 31.37% |
$2.92K - $6.86K
|
20K
$6.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.6K- 1.65% |
$1.79K - $4.2K
|
335K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
891New |
$285 - $668
|
891
$303
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-414K- 34.71% |
$132K - $310K
|
779K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
CALL |
40.5KNew |
$13K - $30.4K
|
40.5K
$13.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.3KNew |
$19K - $44.5K
|
59.3K
$20.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-315K- 75.9% |
$101K - $236K
|
100K
$34K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.37KNew |
$759 - $1.78K
|
2.37K
$807
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-200- 11.11% |
$64 - $150
|
1.6K
$544
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17.8K+ 471.77% |
$5.68K - $13.3K
|
21.5K
$7.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.6KNew |
$3.39K - $7.94K
|
10.6K
$3.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-43- 0.02% |
$13.8 - $32.3
|
228K
$77.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.32K- 69.55% |
$742 - $1.74K
|
1.02K
$345
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$4.81K - $11.3K
|
15K
$5.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-125- 1.23% |
$40 - $93.8
|
10K
$3.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
25K+ 100.0% |
$8K - $18.8K
|
50K
$17K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1New |
$0.32 - $0.75
|
1
$0.34
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.5K+ 18.42% |
$1.12K - $2.63K
|
22.5K
$7.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-26.1K- 69.49% |
$8.36K - $19.6K
|
11.5K
$3.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13.7KNew |
$4.38K - $10.3K
|
13.7K
$4.66K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15+ 3.09% |
$4.8 - $11.3
|
500
$170
|