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 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
32.2K+ 3.29% |
$131K - $236K
|
1.01M
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
21.8KNew |
$88.6K - $160K
|
21.8K
$189K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 38.43% |
$80K - $145K
|
70.9K
$615K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.7KNew |
$59.8K - $108K
|
14.7K
$128K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
11.9KNew |
$48.3K - $87.3K
|
11.9K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11.5K+ 33.17% |
$46.5K - $84.1K
|
46K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.35K+ 30.95% |
$13.6K - $24.6K
|
14.2K
$123K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.5K+ 100.0% |
$6.09K - $11K
|
3K
$26K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$4.34K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$4.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$1.62K - $2.94K
|
400
$3.47K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
253+ 2.28% |
$1.03K - $1.86K
|
11.4K
$98.5K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 18.62% |
$187 - $338
|
293
$2.54K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17New |
$69 - $125
|
17
$147
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
10New |
$40.6 - $73.4
|
10
$86.7
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 21.74% |
$20.3 - $36.7
|
28
$243
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1New |
$4.06 - $7.34
|
1
$8.67
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
273K+ 16.02% |
$1.04M - $1.78M
|
1.98M
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
109KNew |
$414K - $713K
|
109K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
101KNew |
$384K - $661K
|
101K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
77.8KNew |
$295K - $509K
|
77.8K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
50.4KNew |
$192K - $330K
|
50.4K
$437K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$146K - $251K
|
38.4K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
36.6KNew |
$139K - $239K
|
36.6K
$317K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 8.86% |
$130K - $223K
|
419K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
31.2KNew |
$119K - $204K
|
31.2K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.4KNew |
$96.5K - $166K
|
25.4K
$220K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
21.8KNew |
$82.9K - $143K
|
21.8K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 1.05% |
$63.6K - $109K
|
1.61M
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.8K+ 92.19% |
$56.1K - $96.5K
|
30.8K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.4K+ 82.73% |
$39.4K - $67.7K
|
22.9K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.32K+ 28.67% |
$20.2K - $34.8K
|
23.9K
$207K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.42KNew |
$16.8K - $28.9K
|
4.42K
$38.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.56K+ 16.82% |
$9.74K - $16.8K
|
17.8K
$154K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$3.8K - $6.54K
|
1K
$8.67K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
355New |
$1.35K - $2.32K
|
355
$3.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
326New |
$1.24K - $2.13K
|
326
$2.83K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
218New |
$828 - $1.43K
|
218
$1.89K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$760 - $1.31K
|
200
$1.73K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
195New |
$741 - $1.28K
|
195
$1.69K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100+ 26.39% |
$380 - $654
|
479
$4.15K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 2.94% |
$380 - $654
|
3.5K
$30.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$19 - $32.7
|
5
$43.4
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
638KNew |
$3.51M - $6.86M
|
638K
$5.53M
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
316KNew |
$1.74M - $3.4M
|
316K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
200KNew |
$1.1M - $2.15M
|
200K
$1.73M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
168KNew |
$926K - $1.81M
|
168K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
125KNew |
$688K - $1.34M
|
125K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
93.5KNew |
$514K - $1.01M
|
93.5K
$811K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
78.7KNew |
$433K - $846K
|
78.7K
$682K
|
|