Institutional Ownership Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,200
shares
|
$11,124
0.0% of portfolio
|
Q1 2025
Reduced 43.85%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$10,197
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,015
shares
|
$9,409
0.0% of portfolio
|
Q4 2024
Reduced 69.55%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
817
shares
|
$7,573
0.0% of portfolio
|
Q1 2025
Added 2050.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
750
shares
|
$6,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
700
shares
|
$6,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
540
shares
|
$5,005
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
500
shares
|
$4,635
0.0% of portfolio
|
Q2 2022
Reduced 36.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
500
shares
|
$4,635
0.0% of portfolio
|
Q3 2024
Reduced 28.88%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
500
shares
|
$4,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
450
shares
|
$4,171
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
380
shares
|
$3,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
356
shares
|
$3,300
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
300
shares
|
$2,781
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
265
shares
|
$2,456
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
233
shares
|
$2,159
0.0% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
203
shares
|
$1,881
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
200
shares
|
$1,854
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
200
shares
|
$1,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
200
shares
|
$1,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
162
shares
|
$1,501
0.0% of portfolio
|
Q4 2023
Reduced 48.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
153
shares
|
$1,418
0.0% of portfolio
|
Q4 2024
Reduced 96.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116
shares
|
$1,075
0.0% of portfolio
|
Q4 2021
Added 344.83%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$927
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
100
shares
|
$927
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|