Latest Institutional Purchases of Stem, Inc. (STEM)
This list provides information on the latest institutional transactions involving Stem, Inc. (STEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 14.14% |
$24K - $50.5K
|
109K
$121K
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$21.3K - $44.7K
|
12K
$13.3K
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$19.7K - $41.5K
|
11.1K
$12.3K
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$19.4K - $40.9K
|
10.9K
$12.1K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.1KNew |
$18K - $37.9K
|
10.1K
$11.2K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.82K+ 31.54% |
$17.5K - $36.7K
|
40.9K
$45.4K
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.36K+ 41.4% |
$14.9K - $31.3K
|
28.6K
$31.7K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.18K+ 52.12% |
$12.8K - $26.9K
|
21K
$23.3K
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
7.14K+ 70.11% |
$12.7K - $26.7K
|
17.3K
$19.2K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.88KNew |
$12.2K - $25.7K
|
6.88K
$7.63K
|
|
May 15, 2024
Q1 2024
|
Pickering Energy Partners LP
Houston, TX |
BUY
|
- |
5.87KNew |
$10.4K - $21.9K
|
5.87K
$6.51K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.03K+ 403.51% |
$7.17K - $15.1K
|
5.03K
$5.58K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.31K+ 6.9% |
$5.88K - $12.4K
|
51.2K
$56.9K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.53K+ 1469.77% |
$4.5K - $9.45K
|
2.7K
$3K
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.43K+ 1.29% |
$4.32K - $9.07K
|
191K
$212K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 1389.17% |
$3.88K - $8.16K
|
2.34K
$2.6K
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.01K+ 8.54% |
$3.58K - $7.53K
|
25.6K
$28.4K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 2.64% |
$2.72K - $5.71K
|
59.3K
$65.9K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45K+ 4.06% |
$2.58K - $5.42K
|
37.2K
$41.2K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 4.32% |
$2.35K - $4.94K
|
31.9K
$35.4K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
940+ 2.06% |
$1.67K - $3.52K
|
46.6K
$51.7K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
900+ 3.6% |
$1.6K - $3.37K
|
25.9K
$28.7K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
805+ 323.29% |
$1.43K - $3.01K
|
1.05K
$1.17K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
683+ 3415.0% |
$1.22K - $2.55K
|
703
$780
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
680+ 38.14% |
$1.21K - $2.54K
|
2.46K
$2.73K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
623+ 25.35% |
$1.11K - $2.33K
|
3.08K
$3.42K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
373+ 0.33% |
$664 - $1.4K
|
114K
$127K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
285+ 205.04% |
$507 - $1.07K
|
424
$471
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
238+ 0.42% |
$424 - $890
|
56.4K
$62.6K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
188New |
$335 - $703
|
188
$209
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
157New |
$279 - $587
|
157
$174
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$267 - $561
|
150
$167
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
149+ 40.16% |
$265 - $557
|
520
$577
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
112New |
$199 - $419
|
112
$124
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$178 - $374
|
100
$111
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$178 - $374
|
100
$111
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32New |
$57 - $120
|
32
$35.5
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23+ 0.03% |
$40.9 - $86
|
74.9K
$83.1K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$8.9 - $18.7
|
5
$5.55
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
3.3M+ 84.86% |
$7.92M - $13.7M
|
7.19M
$7.98M
|
|
Feb 09, 2024
Q4 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
343KNew |
$823K - $1.42M
|
343K
$381K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
218KNew |
$523K - $902K
|
218K
$242K
|
|
Feb 14, 2024
Q4 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
176K+ 19.96% |
$421K - $727K
|
1.06M
$1.17M
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
157K+ 91.35% |
$376K - $649K
|
328K
$364K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
150KNew |
$360K - $621K
|
150K
$167K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
132K+ 111.15% |
$316K - $545K
|
250K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
127KNew |
$304K - $524K
|
127K
$141K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
125KNew |
$300K - $517K
|
125K
$139K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
97.8KNew |
$235K - $405K
|
97.8K
$109K
|