Purchases and Sales Made in Q1 2022 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q1 2022. The information is specifically focused on institutions that hold shares of STEM, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.28K+ 2.54% |
$17.1K - $43.8K
|
92K
$52.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.14K+ 45.76% |
$16K - $41.2K
|
6.82K
$3.89K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2KNew |
$15K - $38.5K
|
2K
$1.14K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.49K+ 7.66% |
$11.1K - $28.6K
|
20.9K
$11.9K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$10.5K - $27.1K
|
1.41K
$802
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.19K+ 64.23% |
$8.94K - $23K
|
3.05K
$1.74K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
844New |
$6.32K - $16.2K
|
844
$481
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
834+ 12.22% |
$6.25K - $16K
|
7.66K
$4.37K
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
600+ 60.61% |
$4.49K - $11.5K
|
1.59K
$906
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
598New |
$4.48K - $11.5K
|
598
$341
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500New |
$3.75K - $9.62K
|
500
$285
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
489New |
$3.66K - $9.41K
|
489
$279
|
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
403+ 4.91% |
$3.02K - $7.75K
|
8.62K
$4.91K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 344.83% |
$3K - $7.7K
|
516
$294
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
300New |
$2.25K - $5.77K
|
300
$171
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290New |
$2.17K - $5.58K
|
290
$165
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
285+ 57.0% |
$2.13K - $5.48K
|
785
$447
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
250New |
$1.87K - $4.81K
|
250
$143
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
162New |
$1.21K - $3.12K
|
162
$92.3
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 2.56% |
$749 - $1.92K
|
4K
$2.28K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
34+ 34.0% |
$255 - $654
|
134
$76.4
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 100.0% |
$150 - $385
|
40
$22.8
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8+ 0.04% |
$59.9 - $154
|
18.5K
$10.5K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 8.7% |
$15 - $38.5
|
25
$14.2
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-1Closed |
$7.49 - $19.2
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15Closed |
$112 - $289
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25Closed |
$187 - $481
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-46Closed |
$345 - $885
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-50Closed |
$375 - $962
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-50Closed |
$375 - $962
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-55Closed |
$412 - $1.06K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60Closed |
$449 - $1.15K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-66- 0.5% |
$494 - $1.27K
|
13.2K
$7.54K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-100- 33.33% |
$749 - $1.92K
|
200
$114
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$749 - $1.92K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-165Closed |
$1.24K - $3.17K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-199Closed |
$1.49K - $3.83K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-300Closed |
$2.25K - $5.77K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-331- 4.17% |
$2.48K - $6.37K
|
7.6K
$4.33K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 10.0% |
$3K - $7.7K
|
3.6K
$2.05K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-404Closed |
$3.03K - $7.77K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-421Closed |
$3.15K - $8.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-490- 3.47% |
$3.67K - $9.43K
|
13.6K
$7.77K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500Closed |
$3.75K - $9.62K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-585Closed |
$4.38K - $11.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-600- 30.0% |
$4.49K - $11.5K
|
1.4K
$798
|