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 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 21.97% |
$24.7K - $51.9K
|
77.1K
$85.6K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.7K- 29.76% |
$67.2K - $141K
|
89.1K
$98.9K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$178 - $374
|
100
$111
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-104- 2.37% |
$185 - $389
|
4.29K
$4.76K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
623+ 25.35% |
$1.11K - $2.33K
|
3.08K
$3.42K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.43K- 9.89% |
$9.66K - $20.3K
|
49.5K
$54.9K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.17K- 18.7% |
$11K - $23.1K
|
26.8K
$29.8K
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.62K- 59.22% |
$13.6K - $28.5K
|
5.25K
$5.83K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.8KNew |
$42.4K - $89.1K
|
23.8K
$26.4K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
90.3K+ 205.7% |
$161K - $338K
|
134K
$149K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-13.8K- 95.17% |
$24.6K - $51.6K
|
700
$777
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
188New |
$335 - $703
|
188
$209
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$8.9 - $18.7
|
5
$5.55
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$267 - $561
|
150
$167
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45K+ 4.06% |
$2.58K - $5.42K
|
37.2K
$41.2K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
805+ 323.29% |
$1.43K - $3.01K
|
1.05K
$1.17K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-622- 33.05% |
$1.11K - $2.33K
|
1.26K
$1.4K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.13K- 46.21% |
$2.01K - $4.22K
|
1.31K
$1.46K
|
|
Q4 2023 | |||||||
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-158K- 38.4% |
$380K - $655K
|
254K
$282K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-10.8KClosed |
$25.9K - $44.6K
|
0
$0
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
269+ 867.74% |
$646 - $1.11K
|
300
$333
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
58.7KNew |
$141K - $243K
|
58.7K
$65.2K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
356New |
$854 - $1.47K
|
356
$395
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$720 - $1.24K
|
300
$333
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-150- 48.08% |
$360 - $621
|
162
$180
|
|
Feb 14, 2024
Q4 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
176K+ 19.96% |
$421K - $727K
|
1.06M
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.1K+ 319.38% |
$77.1K - $133K
|
42.2K
$46.8K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-57.5K- 65.06% |
$138K - $238K
|
30.9K
$34.3K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.95K- 47.67% |
$4.67K - $8.06K
|
2.14K
$2.37K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
132K+ 111.15% |
$316K - $545K
|
250K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
127KNew |
$304K - $524K
|
127K
$141K
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.81K+ 4.95% |
$4.33K - $7.47K
|
38.2K
$42.4K
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
12.4KNew |
$29.8K - $51.3K
|
12.4K
$13.8K
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
41.7KNew |
$100K - $173K
|
41.7K
$46.3K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.23K- 13.44% |
$7.76K - $13.4K
|
20.8K
$23.1K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-116K- 84.18% |
$277K - $478K
|
21.7K
$24.1K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
218KNew |
$523K - $902K
|
218K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
38.3KNew |
$91.9K - $159K
|
38.3K
$42.5K
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12K+ 59.38% |
$28.8K - $49.7K
|
32.2K
$35.7K
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
51.2KNew |
$123K - $212K
|
51.2K
$56.8K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-100- 0.25% |
$240 - $414
|
39.8K
$44.2K
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-2.15M- 95.31% |
$5.17M - $8.92M
|
106K
$118K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-237K- 87.11% |
$570K - $982K
|
35.1K
$39K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.1KNew |
$77K - $133K
|
32.1K
$35.6K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-30.9K- 98.2% |
$74.2K - $128K
|
566
$628
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
11.4KNew |
$27.4K - $47.3K
|
11.4K
$12.7K
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-25.4K- 48.85% |
$60.8K - $105K
|
26.5K
$29.5K
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
3.3M+ 84.86% |
$7.92M - $13.7M
|
7.19M
$7.98M
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
150KNew |
$360K - $621K
|
150K
$167K
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$31.8K - $54.9K
|
13.3K
$14.7K
|