Purchases and Sales Made in Q1 2025 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q1 2025. 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 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.29K+ 9.89% |
$453 - $1.58K
|
14.4K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 5.06% |
$405 - $1.41K
|
24K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.13K+ 47.79% |
$397 - $1.38K
|
3.51K
$49.7K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.02KNew |
$355 - $1.24K
|
1.02K
$14.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
779+ 2050.0% |
$273 - $950
|
817
$11.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
745+ 2.99% |
$261 - $909
|
25.7K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
600+ 120.0% |
$210 - $732
|
1.1K
$15.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
431+ 4.07% |
$151 - $526
|
11K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
380New |
$133 - $464
|
380
$5.39K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
200New |
$70 - $244
|
200
$2.84K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$70 - $244
|
200
$2.84K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
200New |
$70 - $244
|
200
$2.84K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
165+ 0.56% |
$57.7 - $201
|
29.5K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
150New |
$52.5 - $183
|
150
$2.13K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$35 - $122
|
100
$1.42K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
40New |
$14 - $48.8
|
40
$567
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36+ 0.33% |
$12.6 - $43.9
|
11.1K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71- 0.1% |
$24.8 - $86.6
|
71.8K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 2.83% |
$29.7 - $104
|
2.92K
$41.3K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-162- 81.0% |
$56.7 - $198
|
38
$539
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-937- 43.85% |
$328 - $1.14K
|
1.2K
$17K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 90.91% |
$350 - $1.22K
|
100
$1.42K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 47.09% |
$850 - $2.96K
|
2.73K
$38.7K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.46K- 16.1% |
$861 - $3K
|
12.8K
$182K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-4K- 12.38% |
$1.4K - $4.88K
|
28.3K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.07K- 12.66% |
$1.42K - $4.96K
|
28.1K
$398K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.07K- 11.9% |
$1.42K - $4.97K
|
30.1K
$427K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 1.55% |
$1.82K - $6.34K
|
330K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.74K- 1.1% |
$2.01K - $7K
|
515K
$7.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.5K- 12.04% |
$2.62K - $9.15K
|
54.8K
$777K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.21K- 45.82% |
$3.22K - $11.2K
|
10.9K
$154K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-9.92K- 23.21% |
$3.47K - $12.1K
|
32.8K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.8K- 26.24% |
$4.81K - $16.8K
|
38.6K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15K- 1.39% |
$5.25K - $18.3K
|
1.06M
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19.2K- 8.26% |
$6.73K - $23.5K
|
214K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-20.4K- 2.38% |
$7.15K - $24.9K
|
839K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-33.2K- 56.03% |
$11.6K - $40.5K
|
26.1K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-38.8K- 78.56% |
$13.6K - $47.3K
|
10.6K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-44.1K- 36.37% |
$15.5K - $53.9K
|
77.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-48.1K- 20.68% |
$16.8K - $58.7K
|
185K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-48.7K- 1.57% |
$17K - $59.4K
|
3.05M
$43.2M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-54K- 19.59% |
$18.9K - $65.9K
|
222K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-54.2K- 4.19% |
$19K - $66.1K
|
1.24M
$17.6M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-56.2K- 19.62% |
$19.7K - $68.6K
|
230K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.7K- 35.73% |
$23K - $80.1K
|
118K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-65.9K- 34.87% |
$23.1K - $80.4K
|
123K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
SELL
|
- |
-80K- 62.17% |
$28K - $97.6K
|
48.7K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-94.1K- 12.1% |
$32.9K - $115K
|
683K
$9.69M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-199K- 31.88% |
$69.5K - $242K
|
424K
$6.02M
|