Institutional Ownership Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $20.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,948
shares
|
$8,779
0.0% of portfolio
|
Q4 2024
Reduced 24.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,850
shares
|
$8,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
21,826
shares
|
$8,730
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
21,527
shares
|
$8,610
0.0% of portfolio
|
Q4 2024
Added 471.77%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
21,301
shares
|
$8,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,094
shares
|
$8,037
0.0% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
20,000
shares
|
$8,000
0.0% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
20,000
shares
|
$8,000
0.23% of portfolio
|
Q1 2022
Added 641.84%
|
|
|
Corigliano Investment Advisers, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$8,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
17,143
shares
|
$6,857
0.0% of portfolio
|
Q4 2024
Reduced 72.01%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
15,272
shares
|
$6,108
0.0% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
15,036
shares
|
$6,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
15,000
shares
|
$6,000
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
14,207
shares
|
$5,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,200
shares
|
$5,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
14,154
shares
|
$5,661
0.0% of portfolio
|
Q3 2023
Added 30.95%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
13,700
shares
|
$5,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,212
shares
|
$5,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
13,153
shares
|
$5,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,082
shares
|
$5,232
0.0% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
12,574
shares
|
$5,029
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Deuterium Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
12,000
shares
|
$4,800
0.02% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,865
shares
|
$4,746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
11,471
shares
|
$4,588
0.0% of portfolio
|
Q4 2024
Reduced 69.49%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
11,185
shares
|
$4,474
0.0% of portfolio
|
Q4 2024
New holding
|