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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.39KNew |
$488 - $1.7K
|
1.39K
$12.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.29K+ 59.07% |
$2.2K - $7.67K
|
16.9K
$147K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 5.06% |
$405 - $1.41K
|
24K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
150New |
$52.5 - $183
|
150
$1.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$3.5K - $12.2K
|
10K
$86.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
16.9K+ 147.69% |
$5.93K - $20.7K
|
28.4K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69.6KNew |
$24.4K - $84.9K
|
69.6K
$604K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.5K- 12.04% |
$2.62K - $9.15K
|
54.8K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.9KNew |
$14.7K - $51.1K
|
41.9K
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19KNew |
$6.65K - $23.2K
|
19K
$165K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
199K+ 46.81% |
$63.5K - $149K
|
623K
$5.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.79K+ 34.85% |
$1.21K - $2.85K
|
14.7K
$127K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
19.2K+ 9.0% |
$6.16K - $14.4K
|
233K
$2.02M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
230New |
$73.6 - $173
|
230
$1.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
370KNew |
$118K - $277K
|
370K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
750New |
$240 - $563
|
750
$6.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.81K+ 361.6% |
$579 - $1.36K
|
2.31K
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-44.1K- 72.01% |
$14.1K - $33.1K
|
17.1K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.1K- 94.25% |
$7.72K - $18.1K
|
1.47K
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Corigliano Investment Advisers, LLC
Raleigh, NC |
BUY
|
- |
20KNew |
$6.4K - $15K
|
20K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
770New |
$246 - $578
|
770
$6.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-169K- 77.69% |
$54.2K - $127K
|
48.6K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
336KNew |
$107K - $252K
|
336K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1- 0.49% |
$0.32 - $0.75
|
203
$1.76K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.23K- 96.51% |
$1.35K - $3.17K
|
153
$1.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
500New |
$160 - $375
|
500
$4.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.9KNew |
$3.8K - $8.9K
|
11.9K
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.2KNew |
$3.58K - $8.39K
|
11.2K
$97K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 9.5% |
$320 - $750
|
9.52K
$82.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
32.1KNew |
$10.3K - $24.1K
|
32.1K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
13.2KNew |
$4.21K - $9.86K
|
13.2K
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.14K- 31.37% |
$2.92K - $6.86K
|
20K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-414K- 34.71% |
$132K - $310K
|
779K
$6.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
CALL |
40.5KNew |
$13K - $30.4K
|
40.5K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-315K- 75.9% |
$101K - $236K
|
100K
$867K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-200- 11.11% |
$64 - $150
|
1.6K
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-43- 0.02% |
$13.8 - $32.3
|
228K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.32K- 69.55% |
$742 - $1.74K
|
1.02K
$8.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15KNew |
$4.81K - $11.3K
|
15K
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
25K+ 100.0% |
$8K - $18.8K
|
50K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-125- 1.23% |
$40 - $93.8
|
10K
$86.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1New |
$0.32 - $0.75
|
1
$8.67
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36New |
$11.5 - $27
|
36
$312
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.5K+ 179.84% |
$7.82K - $18.3K
|
38.1K
$330K
|
|
| Q3 2024 | |||||||
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-9.36KClosed |
$2.9K - $14.2K
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
700New |
$217 - $1.06K
|
700
$6.07K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
71.4KNew |
$22.1K - $109K
|
71.4K
$619K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
35+ 17.5% |
$10.9 - $53.2
|
235
$2.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.05M+ 77.14% |
$325K - $1.59M
|
2.41M
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.75KNew |
$541 - $2.65K
|
1.75K
$15.1K
|
|