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 |
---|---|---|---|---|---|---|---|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
184+ 32.51% |
$202 - $388
|
750
$615
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89New |
$97.9 - $188
|
89
$73
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65New |
$71.5 - $137
|
65
$53.3
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
56+ 0.09% |
$61.6 - $118
|
59.4K
$48.7K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
52New |
$57.2 - $110
|
52
$42.6
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$55 - $106
|
50
$41
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.34MNew |
$4.16M - $8.75M
|
2.34M
$1.92M
|
|
May 14, 2024
Q1 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
2.34M+ 320.34% |
$4.16M - $8.74M
|
3.07M
$2.51M
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.86MNew |
$3.31M - $6.95M
|
1.86M
$1.52M
|
|
May 14, 2024
Q1 2024
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
341KNew |
$607K - $1.27M
|
341K
$280K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
237KNew |
$421K - $885K
|
237K
$194K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
106K+ 90.35% |
$188K - $395K
|
223K
$183K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.8KNew |
$146K - $306K
|
81.8K
$67.1K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
77.8K+ 61763.49% |
$139K - $291K
|
77.9K
$63.9K
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
55.2KNew |
$98.2K - $206K
|
55.2K
$45.2K
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
47.6K+ 77.75% |
$84.8K - $178K
|
109K
$89.3K
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
19.6KNew |
$35K - $73.4K
|
19.6K
$16.1K
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$21.3K - $44.7K
|
12K
$9.8K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.1KNew |
$18K - $37.9K
|
10.1K
$8.31K
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.36K+ 41.4% |
$14.9K - $31.3K
|
28.6K
$23.4K
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
7.14K+ 70.11% |
$12.7K - $26.7K
|
17.3K
$14.2K
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4KNew |
$7.12K - $15K
|
4K
$3.28K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.53K+ 1469.77% |
$4.5K - $9.45K
|
2.7K
$2.21K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 1389.17% |
$3.88K - $8.16K
|
2.34K
$1.92K
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
940+ 2.06% |
$1.67K - $3.52K
|
46.6K
$38.2K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
623+ 25.35% |
$1.11K - $2.33K
|
3.08K
$2.53K
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
157New |
$279 - $587
|
157
$129
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$267 - $561
|
150
$123
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$178 - $374
|
100
$82
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$178 - $374
|
100
$82
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32New |
$57 - $120
|
32
$26.2
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23+ 0.03% |
$40.9 - $86
|
74.9K
$61.4K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$8.9 - $18.7
|
5
$4.1
|
|
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
$5.89M
|
|
Feb 09, 2024
Q4 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
343KNew |
$823K - $1.42M
|
343K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
218KNew |
$523K - $902K
|
218K
$179K
|
|
Feb 14, 2024
Q4 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
176K+ 19.96% |
$421K - $727K
|
1.06M
$865K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
157K+ 91.35% |
$376K - $649K
|
328K
$269K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
150KNew |
$360K - $621K
|
150K
$123K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
132K+ 111.15% |
$316K - $545K
|
250K
$205K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
127KNew |
$304K - $524K
|
127K
$104K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
125KNew |
$300K - $517K
|
125K
$103K
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
51.2KNew |
$123K - $212K
|
51.2K
$41.9K
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
50KNew |
$120K - $207K
|
50K
$41K
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
38.3KNew |
$91.9K - $159K
|
38.3K
$31.4K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.1KNew |
$77K - $133K
|
32.1K
$26.3K
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$31.8K - $54.9K
|
13.3K
$10.9K
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
12.4KNew |
$29.8K - $51.3K
|
12.4K
$10.2K
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12KNew |
$28.9K - $49.8K
|
12K
$9.87K
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12K+ 59.38% |
$28.8K - $49.7K
|
32.2K
$26.4K
|