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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
36.6KNew |
$139K - $239K
|
36.6K
$12.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.32K+ 28.67% |
$20.2K - $34.8K
|
23.9K
$8.11K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
21.8KNew |
$82.9K - $143K
|
21.8K
$7.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100+ 26.39% |
$380 - $654
|
479
$163
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 1.05% |
$63.6K - $109K
|
1.61M
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$146K - $251K
|
38.4K
$13.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$3.8K - $6.54K
|
1K
$340
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
218New |
$828 - $1.43K
|
218
$74.1
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.6K- 61.65% |
$62.9K - $108K
|
10.3K
$3.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
355New |
$1.35K - $2.32K
|
355
$121
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 2.94% |
$380 - $654
|
3.5K
$1.19K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$760 - $1.31K
|
200
$68
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.56K+ 16.82% |
$9.74K - $16.8K
|
17.8K
$6.05K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
195New |
$741 - $1.28K
|
195
$66.3
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.42KNew |
$16.8K - $28.9K
|
4.42K
$1.5K
|
|
| 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
$2.91K
|
|
|
May 15, 2023
Q1 2023
|
Arosa Capital Management LP
Ny, NY |
SELL
|
- |
-42.1K- 13.98% |
$232K - $453K
|
259K
$88.1K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
125KNew |
$688K - $1.34M
|
125K
$42.5K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-84.1K- 75.97% |
$463K - $904K
|
26.6K
$9.04K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-51.7K- 70.78% |
$284K - $555K
|
21.3K
$7.25K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
638KNew |
$3.51M - $6.86M
|
638K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
200KNew |
$1.1M - $2.15M
|
200K
$68K
|
|
|
May 15, 2023
Q1 2023
|
Encompass Capital Advisors LLC
New York, NY |
SELL
|
- |
-275K- 11.07% |
$1.51M - $2.96M
|
2.21M
$751K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
64.8KNew |
$356K - $697K
|
64.8K
$22K
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-270K- 95.77% |
$1.48M - $2.9M
|
11.9K
$4.05K
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-54.6K- 22.79% |
$300K - $587K
|
185K
$62.9K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
36KNew |
$198K - $387K
|
36K
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195New |
$1.07K - $2.1K
|
195
$66.3
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.2KNew |
$72.6K - $142K
|
13.2K
$4.49K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
38.7KNew |
$213K - $416K
|
38.7K
$13.2K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-71.4K- 65.32% |
$393K - $768K
|
37.9K
$12.9K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.67K- 18.65% |
$14.7K - $28.7K
|
11.7K
$3.96K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
19.4KNew |
$107K - $208K
|
19.4K
$6.59K
|
|
|
May 11, 2023
Q1 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-887K- 40.35% |
$4.88M - $9.53M
|
1.31M
$446K
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
24.6K+ 24.38% |
$136K - $265K
|
126K
$42.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-177- 43.28% |
$974 - $1.9K
|
232
$78.9
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
93.5KNew |
$514K - $1.01M
|
93.5K
$31.8K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
10K+ 52.25% |
$55K - $108K
|
29.1K
$9.91K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
17KNew |
$93.5K - $183K
|
17K
$5.78K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17KNew |
$93.5K - $183K
|
17K
$5.78K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$64.9K - $127K
|
11.8K
$4.01K
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
168KNew |
$926K - $1.81M
|
168K
$57.3K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
316KNew |
$1.74M - $3.4M
|
316K
$107K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
149+ 33.94% |
$820 - $1.6K
|
588
$200
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$7.35K - $14.4K
|
1.34K
$454
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
78.7KNew |
$433K - $846K
|
78.7K
$26.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
15.5K+ 65.72% |
$85.3K - $167K
|
39.1K
$13.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
540New |
$2.97K - $5.81K
|
540
$184
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.3KNew |
$205K - $401K
|
37.3K
$12.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.42K+ 23.14% |
$51.8K - $101K
|
50.1K
$17K
|
|