Purchases and Sales Made in Q2 2022 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
719+ 3.44% |
$4.51K - $8.74K
|
21.6K
$10.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
700+ 241.38% |
$4.39K - $8.51K
|
990
$485
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
673New |
$4.22K - $8.18K
|
673
$330
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
645+ 0.72% |
$4.04K - $7.84K
|
90.2K
$44.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
625+ 9.71% |
$3.92K - $7.59K
|
7.06K
$3.46K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
620New |
$3.89K - $7.53K
|
620
$304
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
600New |
$3.76K - $7.29K
|
600
$294
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
431+ 5387.5% |
$2.7K - $5.24K
|
439
$215
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
369+ 1.99% |
$2.31K - $4.48K
|
18.9K
$9.25K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
349New |
$2.19K - $4.24K
|
349
$171
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$1.88K - $3.65K
|
300
$147
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
287+ 47.99% |
$1.8K - $3.49K
|
885
$434
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
126New |
$790 - $1.53K
|
126
$61.7
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
100New |
$627 - $1.22K
|
100
$49
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
55New |
$345 - $668
|
55
$27
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
33New |
$207 - $401
|
33
$16.2
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
16New |
$100 - $194
|
16
$7.84
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
14New |
$87.8 - $170
|
14
$6.86
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
1New |
$6.27 - $12.2
|
1
$0.49
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5Closed |
$31.3 - $60.8
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 24.0% |
$37.6 - $72.9
|
19
$9.31
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-29- 3.44% |
$182 - $352
|
815
$399
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-29Closed |
$182 - $352
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50Closed |
$314 - $608
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200Closed |
$1.25K - $2.43K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-250Closed |
$1.57K - $3.04K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-268- 0.63% |
$1.68K - $3.26K
|
42.2K
$20.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-285- 36.31% |
$1.79K - $3.46K
|
500
$245
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-295- 20.72% |
$1.85K - $3.58K
|
1.13K
$553
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-320- 16.12% |
$2.01K - $3.89K
|
1.67K
$816
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-427- 1.21% |
$2.68K - $5.19K
|
35K
$17.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$3.14K - $6.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-500Closed |
$3.14K - $6.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-515Closed |
$3.23K - $6.26K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-600- 2.41% |
$3.76K - $7.29K
|
24.3K
$11.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-636- 94.22% |
$3.99K - $7.73K
|
39
$19.1
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-850- 8.79% |
$5.33K - $10.3K
|
8.82K
$4.32K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 0.82% |
$6.58K - $12.8K
|
128K
$62.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.06K- 9.4% |
$6.67K - $12.9K
|
10.3K
$5.02K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.09K- 0.17% |
$6.82K - $13.2K
|
629K
$308K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.43KClosed |
$8.93K - $17.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.51KClosed |
$9.49K - $18.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.74K- 10.85% |
$10.9K - $21.1K
|
14.3K
$7K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.13K- 6.65% |
$13.3K - $25.8K
|
29.8K
$14.6K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 5.0% |
$14.7K - $28.6K
|
44.6K
$21.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.55KClosed |
$16K - $30.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.95K- 33.91% |
$18.5K - $35.8K
|
5.74K
$2.81K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.05KClosed |
$19.1K - $37.1K
|
0
$0
|