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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
101K+ 286.59% |
$111K - $214K
|
136K
$45K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.1K+ 71.82% |
$16.6K - $31.8K
|
36K
$11.9K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
20.3KNew |
$22.4K - $42.9K
|
20.3K
$6.71K
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
165+ 0.86% |
$182 - $348
|
19.4K
$6.42K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
4.45K+ 18.26% |
$4.9K - $9.39K
|
28.8K
$9.51K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74K- 83.12% |
$81.4K - $156K
|
15K
$4.96K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
21.2K+ 8.81% |
$23.4K - $44.8K
|
262K
$86.6K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
200+ 0.03% |
$220 - $422
|
632K
$208K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.55K- 11.09% |
$9.41K - $18K
|
68.6K
$22.6K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-520Closed |
$572 - $1.1K
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
56+ 0.09% |
$61.6 - $118
|
59.4K
$19.6K
|
|
Jul 31, 2024
Q2 2024
|
Skaana Management L.P.
Brooklyn, NY |
SELL
|
PUT |
-4.5K- 6.36% |
$4.95K - $9.5K
|
66.3K
$21.9K
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-18.3K- 51.9% |
$20.1K - $38.6K
|
17K
$5.6K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4K+ 9.15% |
$3.74K - $7.17K
|
40.6K
$13.4K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65New |
$71.5 - $137
|
65
$21.5
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.58K- 9.59% |
$1.74K - $3.33K
|
14.9K
$4.91K
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
551K+ 181.05% |
$607K - $1.16M
|
856K
$283K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.66K- 9.89% |
$2.92K - $5.6K
|
24.2K
$7.98K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-120- 0.38% |
$132 - $253
|
31.7K
$10.5K
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
10.6KNew |
$11.7K - $22.4K
|
10.6K
$3.5K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1K+ 4.0% |
$1.1K - $2.11K
|
26K
$8.58K
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 3.57% |
$4.4 - $8.44
|
116
$38.3
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-952- 22.22% |
$1.05K - $2.01K
|
3.33K
$1.1K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 28.1% |
$7.36K - $14.1K
|
17.1K
$5.65K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
40.5KNew |
$44.6K - $85.5K
|
40.5K
$13.4K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
27.4K+ 2416.06% |
$30.1K - $57.8K
|
28.5K
$9.41K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.1K+ 17.94% |
$26.5K - $50.8K
|
158K
$52.2K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$57.2 - $110
|
52
$17.2
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
376K+ 124.48% |
$414K - $793K
|
678K
$224K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
325New |
$358 - $686
|
325
$107
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-39.5K- 79.78% |
$43.4K - $83.2K
|
10K
$3.3K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
14.8KNew |
$16.2K - $31.1K
|
14.8K
$4.87K
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.3K+ 73.9% |
$15.7K - $30.2K
|
33.7K
$11.1K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.95K+ 233.89% |
$3.24K - $6.22K
|
4.21K
$1.39K
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
10KNew |
$11K - $21.1K
|
10K
$3.3K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$1.1K - $2.11K
|
1K
$330
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.31KClosed |
$1.45K - $2.77K
|
0
$0
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-805- 76.38% |
$886 - $1.7K
|
249
$82.2
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.2K- 4.85% |
$127K - $266K
|
1.4M
$461K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.41K+ 22.49% |
$6.06K - $12.7K
|
18.6K
$6.12K
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
158KNew |
$281K - $591K
|
158K
$52.2K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.9K- 42.1% |
$24.7K - $51.9K
|
19.1K
$6.3K
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-26.1K- 98.86% |
$46.5K - $97.6K
|
300
$99
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$21.3K - $44.7K
|
12K
$3.94K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-3.9K- 14.23% |
$6.94K - $14.6K
|
23.5K
$7.76K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.83K- 95.06% |
$5.04K - $10.6K
|
147
$48.5
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-211K- 65.41% |
$375K - $788K
|
111K
$36.8K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
683+ 3415.0% |
$1.22K - $2.55K
|
703
$232
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-103K- 89.53% |
$184K - $387K
|
12.1K
$3.99K
|