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 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
150KNew |
$360K - $621K
|
150K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
343KNew |
$823K - $1.42M
|
343K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-68K- 16.29% |
$163K - $282K
|
349K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.19K- 29.44% |
$14.9K - $25.6K
|
14.8K
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-33.1K- 10.19% |
$79.4K - $137K
|
292K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
193+ 75.98% |
$463 - $799
|
447
$3.88K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
125KNew |
$300K - $517K
|
125K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-113K- 7.43% |
$272K - $469K
|
1.41M
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
50KNew |
$120K - $207K
|
50K
$434K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.65K- 30.64% |
$18.4K - $31.7K
|
17.3K
$150K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.51K+ 24.17% |
$20.4K - $35.2K
|
43.7K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1K- 7.69% |
$2.4K - $4.14K
|
12K
$104K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-206K- 51.08% |
$494K - $851K
|
197K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-719- 95.87% |
$1.73K - $2.98K
|
31
$269
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12KNew |
$28.9K - $49.8K
|
12K
$104K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
500New |
$1.2K - $2.07K
|
500
$4.34K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
157K+ 91.35% |
$376K - $649K
|
328K
$2.85M
|
|
| Q3 2023 | |||||||
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-1.83KClosed |
$7.41K - $13.4K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.83MNew |
$7.42M - $13.4M
|
1.83M
$15.8M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 18.62% |
$187 - $338
|
293
$2.54K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
32.2K+ 3.29% |
$131K - $236K
|
1.01M
$8.75M
|
|
|
Nov 28, 2023
Q3 2023
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
SELL
|
- |
-200K- 17.28% |
$813K - $1.47M
|
959K
$8.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$4.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
110K+ 6429.28% |
$447K - $807K
|
112K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-25.4K- 20.21% |
$103K - $186K
|
100K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 33.17% |
$46.5K - $84.1K
|
46K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
180K+ 225.0% |
$731K - $1.32M
|
260K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-75K- 14.29% |
$304K - $551K
|
450K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
80.3K+ 19.3% |
$326K - $589K
|
496K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$1.62K - $2.94K
|
400
$3.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
21.8KNew |
$88.6K - $160K
|
21.8K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.8K- 5.66% |
$7.31K - $13.2K
|
30K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55- 4.85% |
$223 - $404
|
1.08K
$9.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.35K+ 30.95% |
$13.6K - $24.6K
|
14.2K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
71.7KNew |
$291K - $526K
|
71.7K
$622K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
90KNew |
$365K - $660K
|
90K
$780K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.7KNew |
$59.8K - $108K
|
14.7K
$128K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 21.74% |
$20.3 - $36.7
|
28
$243
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
63KNew |
$256K - $462K
|
63K
$546K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
72KNew |
$292K - $529K
|
72K
$625K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
253+ 2.28% |
$1.03K - $1.86K
|
11.4K
$98.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1New |
$4.06 - $7.34
|
1
$8.67
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17New |
$69 - $125
|
17
$147
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.5K+ 100.0% |
$6.09K - $11K
|
3K
$26K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$4.34K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
11.9KNew |
$48.3K - $87.3K
|
11.9K
$103K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-19.5K- 60.94% |
$79.2K - $143K
|
12.5K
$108K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 18.03% |
$89.3 - $161
|
100
$867
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
10New |
$40.6 - $73.4
|
10
$86.7
|
|