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 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$64.9K - $127K
|
11.8K
$13.1K
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
10K+ 52.25% |
$55K - $108K
|
29.1K
$32.3K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9.42K+ 23.14% |
$51.8K - $101K
|
50.1K
$55.6K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.34KNew |
$51.4K - $100K
|
9.34K
$10.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$7.35K - $14.4K
|
1.34K
$1.48K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
978+ 1.51% |
$5.38K - $10.5K
|
65.6K
$72.8K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
540New |
$2.97K - $5.81K
|
540
$599
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
242New |
$1.33K - $2.6K
|
242
$269
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195New |
$1.07K - $2.1K
|
195
$216
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
150+ 50.0% |
$825 - $1.61K
|
450
$500
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
149+ 33.94% |
$820 - $1.6K
|
588
$653
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
1.1M+ 322.91% |
$9.14M - $15.5M
|
1.44M
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
752KNew |
$6.26M - $10.6M
|
752K
$834K
|
|
Feb 14, 2023
Q4 2022
|
Foursixthree Capital LP
New York, NY |
BUY
|
PUT |
664KNew |
$5.53M - $9.4M
|
664K
$737K
|
|
Feb 10, 2023
Q4 2022
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
200K+ 57.14% |
$1.67M - $2.83M
|
550K
$611K
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
160K+ 251.58% |
$1.34M - $2.27M
|
224K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
76.9KNew |
$641K - $1.09M
|
76.9K
$85.4K
|
|
Feb 07, 2023
Q4 2022
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
64.2K+ 45.14% |
$535K - $910K
|
207K
$229K
|
|
Feb 14, 2023
Q4 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
32KNew |
$267K - $453K
|
32K
$35.5K
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
26.5KNew |
$221K - $375K
|
26.5K
$29.4K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.2KNew |
$118K - $200K
|
14.2K
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.5KNew |
$104K - $177K
|
12.5K
$13.9K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
10.8KNew |
$89.6K - $152K
|
10.8K
$11.9K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$87.5K - $149K
|
10.5K
$11.7K
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
5.91KNew |
$49.3K - $83.7K
|
5.91K
$6.56K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.9KNew |
$32.5K - $55.2K
|
3.9K
$4.33K
|
|
Feb 14, 2023
Q4 2022
|
Sailing Stone Capital Partners LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$28.5K - $48.4K
|
3.42K
$3.79K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.16KNew |
$18K - $30.6K
|
2.16K
$2.4K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.9KNew |
$15.8K - $26.9K
|
1.9K
$2.11K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
810New |
$6.75K - $11.5K
|
810
$899
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
700New |
$5.83K - $9.91K
|
700
$777
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
420New |
$3.5K - $5.95K
|
420
$466
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$3.33K - $5.66K
|
400
$444
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
260New |
$2.17K - $3.68K
|
260
$289
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
250New |
$2.08K - $3.54K
|
250
$278
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$833 - $1.42K
|
100
$111
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
100+ 16.67% |
$833 - $1.42K
|
700
$777
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$833 - $1.42K
|
100
$111
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50New |
$417 - $708
|
50
$55.5
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
49New |
$408 - $694
|
49
$54.4
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
114KNew |
$812K - $1.98M
|
114K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
77.5KNew |
$554K - $1.35M
|
77.5K
$86K
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
48KNew |
$343K - $836K
|
48K
$53.3K
|
|
Nov 10, 2022
Q3 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
38KNew |
$272K - $662K
|
38K
$42.2K
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
32.9KNew |
$235K - $573K
|
32.9K
$36.5K
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.3KNew |
$159K - $388K
|
22.3K
$24.7K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22KNew |
$157K - $383K
|
22K
$24.4K
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
17.9KNew |
$128K - $312K
|
17.9K
$19.8K
|
|
Oct 11, 2022
Q3 2022
|
Syquant Capital Sas
|
BUY
|
- |
12KNew |
$85.8K - $209K
|
12K
$13.3K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.4K+ 60.12% |
$74.4K - $181K
|
27.7K
$30.7K
|