Purchases and Sales Made in Q1 2023 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q1 2023. 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 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.89K+ 13.07% |
$15.9K - $31.1K
|
25K
$14K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.6K+ 0.24% |
$14.3K - $27.9K
|
1.08M
$605K
|
|
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.83KNew |
$10K - $19.6K
|
1.83K
$1.02K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.8KNew |
$9.9K - $19.4K
|
1.8K
$1.01K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.38K+ 2.03% |
$7.61K - $14.9K
|
69.6K
$39K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$7.35K - $14.4K
|
1.34K
$748
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.2K+ 11.9% |
$6.6K - $12.9K
|
11.3K
$6.32K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.14K+ 1.06% |
$6.25K - $12.2K
|
109K
$60.9K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1K+ 55.56% |
$5.5K - $10.8K
|
2.8K
$1.57K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1K+ 3.35% |
$5.5K - $10.8K
|
30.9K
$17.3K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
978+ 1.51% |
$5.38K - $10.5K
|
65.6K
$36.7K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
777+ 133.97% |
$4.27K - $8.35K
|
1.36K
$760
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
752+ 3.94% |
$4.14K - $8.08K
|
19.9K
$11.1K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
710+ 4.77% |
$3.91K - $7.63K
|
15.6K
$8.73K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
670+ 3.75% |
$3.69K - $7.2K
|
18.5K
$10.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
540New |
$2.97K - $5.81K
|
540
$302
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
512+ 1.22% |
$2.82K - $5.5K
|
42.3K
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
500New |
$2.75K - $5.38K
|
500
$280
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
498+ 2.86% |
$2.74K - $5.35K
|
17.9K
$10K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
442+ 25.61% |
$2.43K - $4.75K
|
2.17K
$1.21K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
411+ 4.33% |
$2.26K - $4.42K
|
9.91K
$5.55K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
379New |
$2.08K - $4.07K
|
379
$212
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
335+ 1.39% |
$1.84K - $3.6K
|
24.5K
$13.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
293+ 2.36% |
$1.61K - $3.15K
|
12.7K
$7.1K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
290+ 0.5% |
$1.6K - $3.12K
|
58.2K
$32.6K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
255+ 28.98% |
$1.4K - $2.74K
|
1.14K
$636
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
242New |
$1.33K - $2.6K
|
242
$136
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
221+ 0.84% |
$1.22K - $2.38K
|
26.7K
$14.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
200+ 21.86% |
$1.1K - $2.15K
|
1.12K
$624
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
197+ 1.31% |
$1.08K - $2.12K
|
15.2K
$8.53K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195New |
$1.07K - $2.1K
|
195
$109
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
150+ 92.59% |
$825 - $1.61K
|
312
$175
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
150+ 50.0% |
$825 - $1.61K
|
450
$252
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
149+ 33.94% |
$820 - $1.6K
|
588
$329
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
122New |
$671 - $1.31K
|
122
$68.3
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60+ 0.3% |
$330 - $645
|
19.9K
$11.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 30.0% |
$66 - $129
|
52
$29.1
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$27.5 - $53.8
|
30.5K
$17.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 1.02% |
$5.5 - $10.8
|
99
$55.4
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 2.99% |
$110 - $215
|
650
$364
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-73- 6.21% |
$402 - $785
|
1.1K
$618
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-177- 43.28% |
$974 - $1.9K
|
232
$130
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-180- 2.12% |
$990 - $1.94K
|
8.33K
$4.66K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-236- 0.02% |
$1.3K - $2.54K
|
1.26M
$705K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-286- 0.05% |
$1.57K - $3.07K
|
566K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-295- 86.76% |
$1.62K - $3.17K
|
45
$25.2
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-400Closed |
$2.2K - $4.3K
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-431- 81.32% |
$2.37K - $4.63K
|
99
$55.4
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-631- 1.14% |
$3.47K - $6.78K
|
54.5K
$30.5K
|