Purchases and Sales Made in Q2 2023 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
50K+ 10.0% |
$190K - $327K
|
550K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
49K+ 44.18% |
$186K - $320K
|
160K
$78.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Scp Investment, LP
|
BUY
|
- |
40.8KNew |
$155K - $267K
|
40.8K
$20K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
40.3K+ 19.36% |
$153K - $263K
|
248K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.8K+ 3.16% |
$151K - $261K
|
1.3M
$637K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.6K+ 55.4% |
$150K - $259K
|
111K
$54.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$146K - $251K
|
38.4K
$18.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
36.6KNew |
$139K - $239K
|
36.6K
$17.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
34.6KNew |
$131K - $226K
|
34.6K
$16.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 8.86% |
$130K - $223K
|
419K
$205K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
34.1K+ 8.86% |
$130K - $223K
|
419K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
31.2KNew |
$119K - $204K
|
31.2K
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.4KNew |
$96.5K - $166K
|
25.4K
$12.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
23.3K+ 130.36% |
$88.7K - $153K
|
41.2K
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
22.9K+ 42.07% |
$87.1K - $150K
|
77.4K
$37.9K
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
22.9K+ 42.07% |
$87.1K - $150K
|
77.4K
$37.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
21.8KNew |
$82.9K - $143K
|
21.8K
$10.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.7KNew |
$82.4K - $142K
|
21.7K
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
21.6KNew |
$81.9K - $141K
|
21.6K
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
21.3K+ 19.57% |
$80.9K - $139K
|
130K
$63.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
19.5K+ 156.0% |
$74.1K - $128K
|
32K
$15.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
19K+ 2.06% |
$72.1K - $124K
|
941K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
17.7K+ 141.04% |
$67.3K - $116K
|
30.3K
$14.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 22.57% |
$65.5K - $113K
|
93.7K
$45.9K
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 1.05% |
$63.6K - $109K
|
1.61M
$788K
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
16.3K+ 67.66% |
$62K - $107K
|
40.4K
$19.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.4K+ 109.92% |
$58.6K - $101K
|
29.5K
$14.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15K+ 47.25% |
$56.9K - $98K
|
46.7K
$22.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.8K+ 92.19% |
$56.1K - $96.5K
|
30.8K
$15.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.9K+ 33.49% |
$48.9K - $84.1K
|
51.2K
$25.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.9KNew |
$45.2K - $77.8K
|
11.9K
$5.83K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11.6KNew |
$44.1K - $75.9K
|
11.6K
$5.69K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
11.1KNew |
$42.2K - $72.6K
|
11.1K
$5.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 19.91% |
$42.2K - $72.6K
|
66.9K
$32.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$39.9K - $68.7K
|
10.5K
$5.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
10.4K+ 82.73% |
$39.4K - $67.7K
|
22.9K
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 44.3% |
$38.5K - $66.2K
|
33K
$16.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10.1KNew |
$38.3K - $66K
|
10.1K
$4.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.84K+ 0.82% |
$33.6K - $57.8K
|
1.09M
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
8.42K+ 1.57% |
$32K - $55.1K
|
545K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.18K+ 11.97% |
$31.1K - $53.5K
|
76.5K
$37.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.05K+ 3.62% |
$26.8K - $46.1K
|
202K
$99.1K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.88K+ 29.56% |
$22.3K - $38.4K
|
25.8K
$12.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.32K+ 28.67% |
$20.2K - $34.8K
|
23.9K
$11.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
5K+ 50.0% |
$19K - $32.7K
|
15K
$7.35K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.7K+ 35.72% |
$17.8K - $30.7K
|
17.8K
$8.74K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.42KNew |
$16.8K - $28.9K
|
4.42K
$2.17K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.25K+ 2.78% |
$16.2K - $27.8K
|
157K
$77K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
4.22K+ 3982.08% |
$16K - $27.6K
|
4.33K
$2.12K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.18K+ 17.31% |
$12.1K - $20.8K
|
21.6K
$10.6K
|