Latest Institutional Sells of Stem, Inc. (STEM)
This list provides information on the latest institutional transactions involving Stem, Inc. (STEM) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.57K- 18.57% |
$9.92K - $20.8K
|
24.4K
$27.1K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.43K- 9.89% |
$9.66K - $20.3K
|
49.5K
$54.9K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.91K- 15.63% |
$8.74K - $18.4K
|
26.5K
$29.4K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.43K- 26.2% |
$7.88K - $16.5K
|
12.5K
$13.8K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-3.9K- 14.23% |
$6.94K - $14.6K
|
23.5K
$26.1K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.62K- 45.61% |
$6.44K - $13.5K
|
4.31K
$4.79K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.83K- 95.06% |
$5.04K - $10.6K
|
147
$163
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.13K- 77.91% |
$3.8K - $7.98K
|
605
$672
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.07K- 57.68% |
$3.69K - $7.76K
|
1.52K
$1.69K
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.61K- 8.9% |
$2.86K - $6.02K
|
16.5K
$18.3K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.13K- 46.21% |
$2.01K - $4.22K
|
1.31K
$1.46K
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-847- 6.04% |
$1.51K - $3.17K
|
13.2K
$14.6K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-750- 6.05% |
$1.34K - $2.81K
|
11.6K
$12.9K
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-674- 1.63% |
$1.2K - $2.52K
|
40.7K
$45.2K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-668- 1.86% |
$1.19K - $2.5K
|
35.3K
$39.2K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-622- 33.05% |
$1.11K - $2.33K
|
1.26K
$1.4K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-603- 0.85% |
$1.07K - $2.26K
|
70.2K
$77.9K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-550- 4.01% |
$979 - $2.06K
|
13.2K
$14.6K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 14.64% |
$890 - $1.87K
|
2.92K
$3.24K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-275- 52.38% |
$490 - $1.03K
|
250
$278
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-270- 2.5% |
$481 - $1.01K
|
10.5K
$11.7K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 35.06% |
$481 - $1.01K
|
500
$555
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-253- 1.3% |
$450 - $946
|
19.3K
$21.4K
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-200- 1.44% |
$356 - $748
|
13.7K
$15.2K
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-128- 10.15% |
$228 - $479
|
1.13K
$1.26K
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-124- 0.21% |
$221 - $464
|
59.4K
$65.9K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-104- 2.37% |
$185 - $389
|
4.29K
$4.76K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 4.76% |
$1.78 - $3.74
|
20
$22.2
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-2.15M- 95.31% |
$5.17M - $8.92M
|
106K
$118K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-501K- 94.23% |
$1.2M - $2.08M
|
30.7K
$34.1K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-500K- 94.25% |
$1.2M - $2.07M
|
30.5K
$33.9K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-300K- 59.49% |
$719K - $1.24M
|
204K
$227K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-237K- 87.11% |
$570K - $982K
|
35.1K
$39K
|
|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-206K- 51.08% |
$494K - $851K
|
197K
$219K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-158K- 38.4% |
$380K - $655K
|
254K
$282K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-116K- 84.18% |
$277K - $478K
|
21.7K
$24.1K
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-113K- 7.43% |
$272K - $469K
|
1.41M
$1.57M
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-68K- 16.29% |
$163K - $282K
|
349K
$388K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-57.5K- 65.06% |
$138K - $238K
|
30.9K
$34.3K
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-33.1K- 10.19% |
$79.4K - $137K
|
292K
$324K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-31.5K- 77.21% |
$75.6K - $130K
|
9.3K
$10.3K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-30.9K- 98.2% |
$74.2K - $128K
|
566
$628
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-25.4K- 48.85% |
$60.8K - $105K
|
26.5K
$29.5K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-10.8KClosed |
$25.9K - $44.6K
|
0
$0
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.65K- 30.64% |
$18.4K - $31.7K
|
17.3K
$19.2K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.19K- 29.44% |
$14.9K - $25.6K
|
14.8K
$16.5K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.23K- 13.44% |
$7.76K - $13.4K
|
20.8K
$23.1K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.95K- 47.67% |
$4.67K - $8.06K
|
2.14K
$2.37K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1K- 7.69% |
$2.4K - $4.14K
|
12K
$13.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 47.62% |
$2.4K - $4.14K
|
1.1K
$1.22K
|