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 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
100+ 16.67% |
$833 - $1.42K
|
700
$490
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
26.5KNew |
$221K - $375K
|
26.5K
$18.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
200K+ 57.14% |
$1.67M - $2.83M
|
550K
$385K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
260New |
$2.17K - $3.68K
|
260
$182
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
700New |
$5.83K - $9.91K
|
700
$490
|
|
|
Feb 07, 2023
Q4 2022
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
64.2K+ 45.14% |
$535K - $910K
|
207K
$145K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
420New |
$3.5K - $5.95K
|
420
$294
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-14.6K- 42.34% |
$122K - $207K
|
19.9K
$13.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.9KNew |
$32.5K - $55.2K
|
3.9K
$2.73K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2- 1.26% |
$16.7 - $28.3
|
157
$110
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
160K+ 251.58% |
$1.34M - $2.27M
|
224K
$157K
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-12K- 50.0% |
$100K - $170K
|
12K
$8.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-546K- 78.06% |
$4.55M - $7.74M
|
154K
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$87.5K - $149K
|
10.5K
$7.35K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$833 - $1.42K
|
100
$70
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.9KNew |
$15.8K - $26.9K
|
1.9K
$1.33K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
250New |
$2.08K - $3.54K
|
250
$175
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
10.8KNew |
$89.6K - $152K
|
10.8K
$7.53K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
49New |
$408 - $694
|
49
$34.3
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
429New |
$3.07K - $7.47K
|
429
$300
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
48KNew |
$343K - $836K
|
48K
$33.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-614- 5.29% |
$4.39K - $10.7K
|
11K
$7.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$159K - $388K
|
22.3K
$15.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22KNew |
$157K - $383K
|
22K
$15.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.46KNew |
$60.5K - $147K
|
8.46K
$5.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-374- 0.87% |
$2.67K - $6.52K
|
42.6K
$29.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
17.9KNew |
$128K - $312K
|
17.9K
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-42.1K- 55.16% |
$301K - $733K
|
34.2K
$23.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
77.5KNew |
$554K - $1.35M
|
77.5K
$54.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
114KNew |
$812K - $1.98M
|
114K
$79.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.3KNew |
$23.6K - $57.5K
|
3.3K
$2.31K
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
32.9KNew |
$235K - $573K
|
32.9K
$23K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100New |
$715 - $1.74K
|
100
$70
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.1KNew |
$7.87K - $19.2K
|
1.1K
$771
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Vision Investment LTD
Hong Kong, K3 |
SELL
|
- |
-36K- 48.45% |
$257K - $627K
|
38.3K
$26.8K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 60.12% |
$74.4K - $181K
|
27.7K
$19.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10K- 43.78% |
$71.5K - $174K
|
12.8K
$8.99K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
175New |
$1.25K - $3.05K
|
175
$122
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
CALL |
10KNew |
$71.5K - $174K
|
10K
$7K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20.5K- 8.61% |
$147K - $357K
|
218K
$153K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$2.86K - $6.97K
|
400
$280
|
|
|
Oct 11, 2022
Q3 2022
|
Syquant Capital Sas
|
BUY
|
- |
12KNew |
$85.8K - $209K
|
12K
$8.4K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
20New |
$143 - $348
|
20
$14
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Merewether Investment Management, LP
Dallas, TX |
SELL
|
- |
-7.5K- 2.55% |
$47K - $91.1K
|
287K
$201K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.05KClosed |
$19.1K - $37.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$3.14K - $6.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500Closed |
$3.14K - $6.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Polarity Investment Partners LP
El Segundo, CA |
SELL
|
- |
-66.4KClosed |
$416K - $806K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
3.52MNew |
$22.1M - $42.8M
|
3.52M
$2.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.55KClosed |
$16K - $30.9K
|
0
$0
|
|