Purchases and Sales Made in Q1 2024 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 21.97% |
$24.7K - $51.9K
|
77.1K
$54K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 14.14% |
$24K - $50.5K
|
109K
$76.2K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
12KNew |
$21.3K - $44.7K
|
12K
$8.37K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.1KNew |
$19.7K - $41.5K
|
11.1K
$7.76K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.9KNew |
$19.4K - $40.9K
|
10.9K
$7.65K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.1KNew |
$18K - $37.9K
|
10.1K
$7.09K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.82K+ 31.54% |
$17.5K - $36.7K
|
40.9K
$28.7K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.36K+ 41.4% |
$14.9K - $31.3K
|
28.6K
$20K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.18K+ 52.12% |
$12.8K - $26.9K
|
21K
$14.7K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
7.14K+ 70.11% |
$12.7K - $26.7K
|
17.3K
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.88KNew |
$12.2K - $25.7K
|
6.88K
$4.81K
|
|
|
May 15, 2024
Q1 2024
|
Pickering Energy Partners LP
Houston, TX |
BUY
|
- |
5.87KNew |
$10.4K - $21.9K
|
5.87K
$4.11K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.03K+ 403.51% |
$7.17K - $15.1K
|
5.03K
$3.52K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4KNew |
$7.12K - $15K
|
4K
$2.8K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.41K+ 22.49% |
$6.06K - $12.7K
|
18.6K
$13K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.31K+ 6.9% |
$5.88K - $12.4K
|
51.2K
$35.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.53K+ 1469.77% |
$4.5K - $9.45K
|
2.7K
$1.89K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.43K+ 1.29% |
$4.32K - $9.07K
|
191K
$133K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 1389.17% |
$3.88K - $8.16K
|
2.34K
$1.64K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.01K+ 8.54% |
$3.58K - $7.53K
|
25.6K
$17.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.8KNew |
$3.2K - $6.73K
|
1.8K
$1.26K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 2.64% |
$2.72K - $5.71K
|
59.3K
$41.5K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45K+ 4.06% |
$2.58K - $5.42K
|
37.2K
$26K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 4.32% |
$2.35K - $4.94K
|
31.9K
$22.3K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
940+ 2.06% |
$1.67K - $3.52K
|
46.6K
$32.6K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
900+ 3.6% |
$1.6K - $3.37K
|
25.9K
$18.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
805+ 323.29% |
$1.43K - $3.01K
|
1.05K
$738
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
683+ 3415.0% |
$1.22K - $2.55K
|
703
$492
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
680+ 38.14% |
$1.21K - $2.54K
|
2.46K
$1.72K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
623+ 25.35% |
$1.11K - $2.33K
|
3.08K
$2.16K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
392+ 284.06% |
$698 - $1.47K
|
530
$371
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
373+ 0.33% |
$664 - $1.4K
|
114K
$80K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
322+ 3.04% |
$573 - $1.2K
|
10.9K
$7.65K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
285+ 205.04% |
$507 - $1.07K
|
424
$297
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
265New |
$472 - $991
|
265
$186
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
238+ 0.42% |
$424 - $890
|
56.4K
$39.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
188New |
$335 - $703
|
188
$132
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
157New |
$279 - $587
|
157
$110
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$267 - $561
|
150
$105
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
149+ 40.16% |
$265 - $557
|
520
$364
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
112New |
$199 - $419
|
112
$78.4
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100New |
$178 - $374
|
100
$70
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$178 - $374
|
100
$70
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32New |
$57 - $120
|
32
$22.4
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
23+ 0.03% |
$40.9 - $86
|
74.9K
$52.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$8.9 - $18.7
|
5
$3.5
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 4.76% |
$1.78 - $3.74
|
20
$14
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-104- 2.37% |
$185 - $389
|
4.29K
$3K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-124- 0.21% |
$221 - $464
|
59.4K
$41.6K
|