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 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
$11.9K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$833 - $1.42K
|
100
$111
|
|
Feb 14, 2023
Q4 2022
|
Foursixthree Capital LP
New York, NY |
BUY
|
PUT |
664KNew |
$5.53M - $9.4M
|
664K
$737K
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
5.91KNew |
$49.3K - $83.7K
|
5.91K
$6.56K
|
|
Feb 14, 2023
Q4 2022
|
Sailing Stone Capital Partners LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$28.5K - $48.4K
|
3.42K
$3.79K
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
76.9KNew |
$641K - $1.09M
|
76.9K
$85.4K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-445K- 65.96% |
$3.71M - $6.3M
|
230K
$255K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8KClosed |
$115K - $195K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
100+ 16.67% |
$833 - $1.42K
|
700
$777
|
|
Feb 10, 2023
Q4 2022
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
200K+ 57.14% |
$1.67M - $2.83M
|
550K
$611K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
810New |
$6.75K - $11.5K
|
810
$899
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
26.5KNew |
$221K - $375K
|
26.5K
$29.4K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
700New |
$5.83K - $9.91K
|
700
$777
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
260New |
$2.17K - $3.68K
|
260
$289
|
|
Feb 07, 2023
Q4 2022
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
64.2K+ 45.14% |
$535K - $910K
|
207K
$229K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.16KNew |
$18K - $30.6K
|
2.16K
$2.4K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
420New |
$3.5K - $5.95K
|
420
$466
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-14.6K- 42.34% |
$122K - $207K
|
19.9K
$22.1K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2- 1.26% |
$16.7 - $28.3
|
157
$174
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.9KNew |
$32.5K - $55.2K
|
3.9K
$4.33K
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
160K+ 251.58% |
$1.34M - $2.27M
|
224K
$249K
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-12K- 50.0% |
$100K - $170K
|
12K
$13.3K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-546K- 78.06% |
$4.55M - $7.74M
|
154K
$170K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$87.5K - $149K
|
10.5K
$11.7K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$833 - $1.42K
|
100
$111
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
10.8KNew |
$89.6K - $152K
|
10.8K
$11.9K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.9KNew |
$15.8K - $26.9K
|
1.9K
$2.11K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
250New |
$2.08K - $3.54K
|
250
$278
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
49New |
$408 - $694
|
49
$54.4
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
429New |
$3.07K - $7.47K
|
429
$476
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-374- 0.87% |
$2.67K - $6.52K
|
42.6K
$47.2K
|
|
Nov 14, 2022
Q3 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.3KNew |
$23.6K - $57.5K
|
3.3K
$3.66K
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
48KNew |
$343K - $836K
|
48K
$53.3K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-614- 5.29% |
$4.39K - $10.7K
|
11K
$12.2K
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-42.1K- 55.16% |
$301K - $733K
|
34.2K
$38K
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
114KNew |
$812K - $1.98M
|
114K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
17.9KNew |
$128K - $312K
|
17.9K
$19.8K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.46KNew |
$60.5K - $147K
|
8.46K
$9.39K
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$159K - $388K
|
22.3K
$24.7K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22KNew |
$157K - $383K
|
22K
$24.4K
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
77.5KNew |
$554K - $1.35M
|
77.5K
$86K
|
|
Nov 10, 2022
Q3 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
38KNew |
$272K - $662K
|
38K
$42.2K
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.1KNew |
$7.87K - $19.2K
|
1.1K
$1.22K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100New |
$715 - $1.74K
|
100
$111
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
32.9KNew |
$235K - $573K
|
32.9K
$36.5K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
10New |
$71.5 - $174
|
10
$11.1
|
|
Nov 08, 2022
Q3 2022
|
Strategic Vision Investment LTD
Hong Kong, K3 |
SELL
|
- |
-36K- 48.45% |
$257K - $627K
|
38.3K
$42.5K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 60.12% |
$74.4K - $181K
|
27.7K
$30.7K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10K- 43.78% |
$71.5K - $174K
|
12.8K
$14.3K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
175New |
$1.25K - $3.05K
|
175
$194
|