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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-206K- 51.08% |
$494K - $851K
|
197K
$65K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
500New |
$1.2K - $2.07K
|
500
$165
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
157K+ 91.35% |
$376K - $649K
|
328K
$108K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 47.62% |
$2.4K - $4.14K
|
1.1K
$363
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 18.62% |
$187 - $338
|
293
$96.7
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
32.2K+ 3.29% |
$131K - $236K
|
1.01M
$333K
|
|
Nov 28, 2023
Q3 2023
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
SELL
|
- |
-200K- 17.28% |
$813K - $1.47M
|
959K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
110K+ 6429.28% |
$447K - $807K
|
112K
$36.9K
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-25.4K- 20.21% |
$103K - $186K
|
100K
$33.1K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08MNew |
$4.37M - $7.9M
|
1.08M
$355K
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 33.17% |
$46.5K - $84.1K
|
46K
$15.2K
|
|
Nov 14, 2023
Q3 2023
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
180K+ 225.0% |
$731K - $1.32M
|
260K
$85.8K
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-75K- 14.29% |
$304K - $551K
|
450K
$149K
|
|
Nov 14, 2023
Q3 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
80.3K+ 19.3% |
$326K - $589K
|
496K
$164K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$1.62K - $2.94K
|
400
$132
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
21.8KNew |
$88.6K - $160K
|
21.8K
$7.2K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$165
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.8K- 5.66% |
$7.31K - $13.2K
|
30K
$9.9K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.35K+ 30.95% |
$13.6K - $24.6K
|
14.2K
$4.67K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55- 4.85% |
$223 - $404
|
1.08K
$356
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.2KNew |
$41.4K - $74.8K
|
10.2K
$3.36K
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
71.7KNew |
$291K - $526K
|
71.7K
$23.7K
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
90KNew |
$365K - $660K
|
90K
$29.7K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.7KNew |
$59.8K - $108K
|
14.7K
$4.86K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 21.74% |
$20.3 - $36.7
|
28
$9.24
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
63KNew |
$256K - $462K
|
63K
$20.8K
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
72KNew |
$292K - $529K
|
72K
$23.8K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
253+ 2.28% |
$1.03K - $1.86K
|
11.4K
$3.75K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1New |
$4.06 - $7.34
|
1
$0.33
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17New |
$69 - $125
|
17
$5.61
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.5K+ 100.0% |
$6.09K - $11K
|
3K
$990
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$165
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
11.9KNew |
$48.3K - $87.3K
|
11.9K
$3.93K
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-19.5K- 60.94% |
$79.2K - $143K
|
12.5K
$4.13K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
10New |
$40.6 - $73.4
|
10
$3.3
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 18.03% |
$89.3 - $161
|
100
$33
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
236New |
$958 - $1.73K
|
236
$77.9
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 38.43% |
$80K - $145K
|
70.9K
$23.4K
|
|
Q2 2023 | |||||||
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
937KNew |
$3.56M - $6.13M
|
937K
$309K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1K+ 55.56% |
$3.8K - $6.54K
|
2.8K
$924
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-115K- 22.36% |
$438K - $753K
|
400K
$132K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$19 - $32.7
|
5
$1.65
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$760 - $1.31K
|
200
$66
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
50.4KNew |
$192K - $330K
|
50.4K
$16.6K
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
101KNew |
$384K - $661K
|
101K
$33.3K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
156New |
$593 - $1.02K
|
156
$51.5
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.4K+ 82.73% |
$39.4K - $67.7K
|
22.9K
$7.55K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
31.2KNew |
$119K - $204K
|
31.2K
$10.3K
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
326New |
$1.24K - $2.13K
|
326
$108
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
36.6KNew |
$139K - $239K
|
36.6K
$12.1K
|