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 |
---|---|---|---|---|---|---|---|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 38.43% |
$80K - $145K
|
70.9K
$615K
|
|
Q2 2023 | |||||||
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-433K- 52.85% |
$1.64M - $2.83M
|
386K
$3.35M
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
273K+ 16.02% |
$1.04M - $1.78M
|
1.98M
$17.1M
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 8.86% |
$130K - $223K
|
419K
$3.63M
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-115K- 22.36% |
$438K - $753K
|
400K
$3.47M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$19 - $32.7
|
5
$43.4
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
36.6KNew |
$139K - $239K
|
36.6K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
326New |
$1.24K - $2.13K
|
326
$2.83K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
31.2KNew |
$119K - $204K
|
31.2K
$271K
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.4K+ 82.73% |
$39.4K - $67.7K
|
22.9K
$198K
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
101KNew |
$384K - $661K
|
101K
$876K
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
50.4KNew |
$192K - $330K
|
50.4K
$437K
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
109KNew |
$414K - $713K
|
109K
$945K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-145K- 89.27% |
$552K - $951K
|
17.5K
$151K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
CALL |
-15.2K- 21.97% |
$57.8K - $99.4K
|
54K
$468K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
77.8KNew |
$295K - $509K
|
77.8K
$674K
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-150K- 60.0% |
$570K - $981K
|
100K
$867K
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.8K+ 92.19% |
$56.1K - $96.5K
|
30.8K
$267K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.4KNew |
$96.5K - $166K
|
25.4K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.32K+ 28.67% |
$20.2K - $34.8K
|
23.9K
$207K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
21.8KNew |
$82.9K - $143K
|
21.8K
$189K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100+ 26.39% |
$380 - $654
|
479
$4.15K
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 1.05% |
$63.6K - $109K
|
1.61M
$13.9M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$146K - $251K
|
38.4K
$333K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
218New |
$828 - $1.43K
|
218
$1.89K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$3.8K - $6.54K
|
1K
$8.67K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.6K- 61.65% |
$62.9K - $108K
|
10.3K
$89.3K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
355New |
$1.35K - $2.32K
|
355
$3.08K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 2.94% |
$380 - $654
|
3.5K
$30.3K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$760 - $1.31K
|
200
$1.73K
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.56K+ 16.82% |
$9.74K - $16.8K
|
17.8K
$154K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
195New |
$741 - $1.28K
|
195
$1.69K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.42KNew |
$16.8K - $28.9K
|
4.42K
$38.4K
|
|
Q1 2023 | |||||||
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-242K- 96.58% |
$1.33M - $2.6M
|
8.56K
$74.2K
|
|
May 15, 2023
Q1 2023
|
Arosa Capital Management LP
Ny, NY |
SELL
|
- |
-42.1K- 13.98% |
$232K - $453K
|
259K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
638KNew |
$3.51M - $6.86M
|
638K
$5.53M
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-51.7K- 70.78% |
$284K - $555K
|
21.3K
$185K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-84.1K- 75.97% |
$463K - $904K
|
26.6K
$231K
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
125KNew |
$688K - $1.34M
|
125K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
200KNew |
$1.1M - $2.15M
|
200K
$1.73M
|
|
May 15, 2023
Q1 2023
|
Encompass Capital Advisors LLC
New York, NY |
SELL
|
- |
-275K- 11.07% |
$1.51M - $2.96M
|
2.21M
$19.2M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
64.8KNew |
$356K - $697K
|
64.8K
$562K
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-270K- 95.77% |
$1.48M - $2.9M
|
11.9K
$103K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195New |
$1.07K - $2.1K
|
195
$1.69K
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
36KNew |
$198K - $387K
|
36K
$312K
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-54.6K- 22.79% |
$300K - $587K
|
185K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.2KNew |
$72.6K - $142K
|
13.2K
$114K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
38.7KNew |
$213K - $416K
|
38.7K
$336K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-71.4K- 65.32% |
$393K - $768K
|
37.9K
$329K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.67K- 18.65% |
$14.7K - $28.7K
|
11.7K
$101K
|