Latest Institutional Purchases of Stem, Inc. (STEM)

STEM Quotes by TradingView

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 13, 2025 Q1 2025
Ever Source Wealth Advisors, LLC

BUY
 -
1.39K
+ 156.12%
$487 - $1.7K
2.28K $19.8K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
1.39K
New
$485 - $1.69K
1.39K $12K
May 09, 2025 Q1 2025
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.29K
+ 9.89%
$453 - $1.58K
14.4K $125K
Apr 22, 2025 Q1 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.16K
+ 5.06%
$405 - $1.41K
24K $208K
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
1.13K
+ 47.79%
$397 - $1.38K
3.51K $30.4K
May 15, 2025 Q1 2025
Rise Advisors, LLC

BUY
 -
1.02K
New
$355 - $1.24K
1.02K $8.8K
May 28, 2025 Q1 2025
Jones Financial Companies Lllp

BUY
 -
779
+ 2050.0%
$273 - $950
817 $7.08K
May 09, 2025 Q1 2025
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
745
+ 2.99%
$261 - $909
25.7K $223K
Apr 30, 2025 Q1 2025
Nisa Investment Advisors, LLC

BUY
 -
600
+ 120.0%
$210 - $732
1.1K $9.54K
Apr 28, 2025 Q1 2025
Principal Financial Group Inc

Des Moines, IA
BUY
 -
431
+ 4.07%
$151 - $526
11K $95.6K
May 16, 2025 Q1 2025
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
200
New
$70 - $244
200 $1.73K
May 14, 2025 Q1 2025
Svb Wealth LLC

Boston, MA
BUY
 -
200
New
$70 - $244
200 $1.73K
Apr 25, 2025 Q1 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
200
New
$70 - $244
200 $1.73K
May 07, 2025 Q1 2025
Hb Wealth Management, LLC

BUY
 -
165
+ 0.56%
$57.7 - $201
29.5K $255K
Apr 21, 2025 Q1 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
150
New
$52.5 - $183
150 $1.3K
May 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

BUY
 -
100
New
$35 - $122
100 $867
Apr 25, 2025 Q1 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
40
New
$14 - $48.8
40 $347
May 15, 2025 Q1 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
36
+ 0.33%
$12.6 - $43.9
11.1K $95.8K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 14, 2025 Q4 2024
Collar Capital Management, LLC

Appleton, WI
BUY
 -
370K
New
$118K - $277K
370K $3.21M
Feb 13, 2025 Q4 2024
Canada Pension Plan Investment Board

Toronto Ontario, A6
BUY
 -
336K
New
$107K - $252K
336K $2.91M
Jun 30, 2025 Q4 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
199K
+ 46.81%
$63.5K - $149K
623K $5.4M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 CALL
40.5K
New
$13K - $30.4K
40.5K $351K
Feb 11, 2025 Q4 2024
Police & Firemen'S Retirement System Of New Jersey

Trenton, NJ
BUY
 -
32.1K
New
$10.3K - $24.1K
32.1K $278K
Jan 29, 2025 Q4 2024
Aries Wealth Management

BUY
 -
25K
+ 100.0%
$8K - $18.8K
50K $434K
Jan 08, 2025 Q4 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
24.5K
+ 179.84%
$7.82K - $18.3K
38.1K $330K
Feb 14, 2025 Q4 2024
Corigliano Investment Advisers, LLC

Raleigh, NC
BUY
 -
20K
New
$6.4K - $15K
20K $173K
May 29, 2025 Q4 2024
Rhumbline Advisers

Boston, MA
BUY
 -
19.2K
+ 9.0%
$6.16K - $14.4K
233K $2.02M
Jan 30, 2025 Q4 2024
Belvedere Trading LLC

BUY
 -
15K
New
$4.81K - $11.3K
15K $130K
Feb 10, 2025 Q4 2024
North Forty Two & Co.

Lake Oswego, OR
BUY
 -
13.2K
New
$4.21K - $9.86K
13.2K $114K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
11.9K
New
$3.8K - $8.9K
11.9K $103K
Feb 12, 2025 Q4 2024
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
11.2K
New
$3.58K - $8.39K
11.2K $97K
Jun 06, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.79K
+ 34.85%
$1.21K - $2.85K
14.7K $127K
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.81K
+ 361.6%
$579 - $1.36K
2.31K $20K
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
770
New
$246 - $578
770 $6.68K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
750
New
$240 - $563
750 $6.5K
Feb 13, 2025 Q4 2024
Pilgrim Partners Asia Pte LTD

Singapore, U0
BUY
 -
500
New
$160 - $375
500 $4.34K
Mar 04, 2025 Q4 2024
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
230
New
$73.6 - $173
230 $1.99K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
36
New
$11.5 - $27
36 $312
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
1
New
$0.32 - $0.75
1 $8.67
Q3 2024
Nov 12, 2024 Q3 2024
Exodus Point Capital Management, LP

New York, NY
BUY
 -
2.61M
New
$810K - $3.97M
2.61M $22.6M
Nov 14, 2024 Q3 2024
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
1.05M
+ 77.14%
$325K - $1.59M
2.41M $20.9M
Nov 14, 2024 Q3 2024
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
353K
+ 2537.41%
$109K - $536K
367K $3.18M
Nov 12, 2024 Q3 2024
Hrt Financial LP

New York, NY
BUY
 -
149K
New
$46.2K - $227K
149K $1.29M
Oct 11, 2024 Q3 2024
Creative Planning

Overland Park, KS
BUY
 -
78.9K
+ 177.07%
$24.5K - $120K
124K $1.07M
Nov 20, 2024 Q3 2024
Virtu Financial LLC

New York, NY
BUY
 -
71.4K
New
$22.1K - $109K
71.4K $619K
Oct 31, 2024 Q3 2024
Money Concepts Capital Corp

BUY
 -
70K
New
$21.7K - $106K
70K $607K
Nov 13, 2024 Q3 2024
Drw Securities, LLC

Chicago, IL
BUY
 -
25.7K
New
$7.97K - $39.1K
25.7K $223K
Nov 14, 2024 Q3 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
11.9K
New
$3.68K - $18K
11.9K $103K

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