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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,015
shares
|
$4,406
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
11,000
shares
|
$4,400
0.0% of portfolio
|
Q2 2024
Reduced 92.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
10,645
shares
|
$4,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
10,590
shares
|
$4,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
10,000
shares
|
$4,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$4,000
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,522
shares
|
$3,808
0.0% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
5,250
shares
|
$2,100
0.0% of portfolio
|
Q1 2024
Reduced 59.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,156
shares
|
$2,062
0.0% of portfolio
|
Q4 2024
Added 969.71%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
3,872
shares
|
$1,548
0.0% of portfolio
|
Q3 2024
Reduced 53.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$1,200
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,000
shares
|
$1,200
0.0% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,405
shares
|
$962
0.0% of portfolio
|
Q4 2024
Reduced 75.72%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,373
shares
|
$949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,308
shares
|
$923
0.0% of portfolio
|
Q4 2024
Added 361.6%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,137
shares
|
$854
0.0% of portfolio
|
Q4 2023
Reduced 47.67%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
1,746
shares
|
$698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,600
shares
|
$640
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,522
shares
|
$608
0.0% of portfolio
|
Q1 2024
Reduced 57.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,470
shares
|
$588
0.0% of portfolio
|
Q4 2024
Reduced 94.25%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,100
shares
|
$440
0.0% of portfolio
|
Q4 2023
Reduced 47.62%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,015
shares
|
$406
0.0% of portfolio
|
Q4 2024
Reduced 69.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
891
shares
|
$356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
770
shares
|
$308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
750
shares
|
$300
0.0% of portfolio
|
Q4 2024
New holding
|