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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Encompass Capital Advisors LLC
New York, NY |
SELL
|
- |
-275K- 11.07% |
$1.51M - $2.96M
|
2.21M
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
64.8KNew |
$356K - $697K
|
64.8K
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-270K- 95.77% |
$1.48M - $2.9M
|
11.9K
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-54.6K- 22.79% |
$300K - $587K
|
185K
$226K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
36KNew |
$198K - $387K
|
36K
$43.9K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195New |
$1.07K - $2.1K
|
195
$238
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
38.7KNew |
$213K - $416K
|
38.7K
$47.2K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.2KNew |
$72.6K - $142K
|
13.2K
$16.1K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-71.4K- 65.32% |
$393K - $768K
|
37.9K
$46.2K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.67K- 18.65% |
$14.7K - $28.7K
|
11.7K
$14.2K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
19.4KNew |
$107K - $208K
|
19.4K
$23.6K
|
|
|
May 11, 2023
Q1 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-887K- 40.35% |
$4.88M - $9.53M
|
1.31M
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
24.6K+ 24.38% |
$136K - $265K
|
126K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
93.5KNew |
$514K - $1.01M
|
93.5K
$114K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-177- 43.28% |
$974 - $1.9K
|
232
$283
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
10K+ 52.25% |
$55K - $108K
|
29.1K
$35.6K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
17KNew |
$93.5K - $183K
|
17K
$20.7K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17KNew |
$93.5K - $183K
|
17K
$20.7K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$64.9K - $127K
|
11.8K
$14.4K
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
168KNew |
$926K - $1.81M
|
168K
$205K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
149+ 33.94% |
$820 - $1.6K
|
588
$717
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
316KNew |
$1.74M - $3.4M
|
316K
$386K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$7.35K - $14.4K
|
1.34K
$1.63K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
78.7KNew |
$433K - $846K
|
78.7K
$96K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
15.5K+ 65.72% |
$85.3K - $167K
|
39.1K
$47.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
540New |
$2.97K - $5.81K
|
540
$659
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.42K+ 23.14% |
$51.8K - $101K
|
50.1K
$61.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.3KNew |
$205K - $401K
|
37.3K
$45.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
34.7KNew |
$191K - $373K
|
34.7K
$42.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
978+ 1.51% |
$5.38K - $10.5K
|
65.6K
$80K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.34KNew |
$51.4K - $100K
|
9.34K
$11.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
150+ 50.0% |
$825 - $1.61K
|
450
$549
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.2KNew |
$118K - $200K
|
14.2K
$17.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$3.33K - $5.66K
|
400
$488
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50New |
$417 - $708
|
50
$61
|
|
|
Feb 14, 2023
Q4 2022
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-35.7K- 6.09% |
$298K - $506K
|
551K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
1.1M+ 322.91% |
$9.14M - $15.5M
|
1.44M
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
752KNew |
$6.26M - $10.6M
|
752K
$917K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
76.9KNew |
$641K - $1.09M
|
76.9K
$93.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-12.7K- 38.84% |
$106K - $180K
|
20K
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
5.91KNew |
$49.3K - $83.7K
|
5.91K
$7.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
32KNew |
$267K - $453K
|
32K
$39K
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.63K- 10.67% |
$13.5K - $23K
|
13.6K
$16.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Sailing Stone Capital Partners LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$28.5K - $48.4K
|
3.42K
$4.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$104K - $177K
|
12.5K
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-9.5K- 47.03% |
$79.1K - $135K
|
10.7K
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$833 - $1.42K
|
100
$122
|
|
|
Feb 14, 2023
Q4 2022
|
Foursixthree Capital LP
New York, NY |
BUY
|
PUT |
664KNew |
$5.53M - $9.4M
|
664K
$810K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-445K- 65.96% |
$3.71M - $6.3M
|
230K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8KClosed |
$115K - $195K
|
0
$0
|
|