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 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 262.05% |
$11.8K - $20.3K
|
4.28K
$2.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.85K+ 11.4% |
$10.8K - $18.7K
|
27.9K
$13.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
2.56K+ 16.82% |
$9.74K - $16.8K
|
17.8K
$8.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.71KNew |
$6.5K - $11.2K
|
1.71K
$838
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.57K+ 9.24% |
$5.95K - $10.2K
|
18.5K
$9.08K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.47K+ 104.03% |
$5.59K - $9.63K
|
2.89K
$1.41K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.18K+ 54.57% |
$4.5K - $7.74K
|
3.35K
$1.64K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.09KNew |
$4.14K - $7.13K
|
1.09K
$534
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.04K+ 7.78% |
$3.95K - $6.8K
|
14.4K
$7.05K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$3.8K - $6.54K
|
1K
$490
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1K+ 55.56% |
$3.8K - $6.54K
|
2.8K
$1.37K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
867+ 1.5% |
$3.29K - $5.67K
|
58.8K
$28.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
622+ 1196.15% |
$2.36K - $4.07K
|
674
$330
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
495+ 1.62% |
$1.88K - $3.24K
|
31K
$15.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
482New |
$1.83K - $3.15K
|
482
$236
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
421+ 2.82% |
$1.6K - $2.75K
|
15.3K
$7.51K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
355New |
$1.35K - $2.32K
|
355
$174
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
326New |
$1.24K - $2.13K
|
326
$160
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
248+ 1.01% |
$942 - $1.62K
|
24.8K
$12.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
218New |
$828 - $1.43K
|
218
$107
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
202+ 0.15% |
$768 - $1.32K
|
131K
$64.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$760 - $1.31K
|
200
$98
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 11.11% |
$760 - $1.31K
|
2K
$980
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$760 - $1.31K
|
200
$98
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
195New |
$741 - $1.28K
|
195
$95.6
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
194New |
$737 - $1.27K
|
194
$95.1
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
194New |
$737 - $1.27K
|
194
$95.1
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
156New |
$593 - $1.02K
|
156
$76.4
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 149.49% |
$562 - $968
|
247
$121
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 149.49% |
$562 - $968
|
247
$121
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120+ 18.46% |
$456 - $785
|
770
$377
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
100+ 26.39% |
$380 - $654
|
479
$235
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 2.94% |
$380 - $654
|
3.5K
$1.72K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 2.38% |
$190 - $327
|
2.15K
$1.05K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
45+ 4.04% |
$171 - $294
|
1.16K
$568
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
38+ 237.5% |
$144 - $249
|
54
$26.5
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
23New |
$87.4 - $150
|
23
$11.3
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 68.75% |
$41.8 - $71.9
|
27
$13.2
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$19 - $32.7
|
5
$2.45
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 0.73% |
$380 - $654
|
13.6K
$6.65K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-356- 2.28% |
$1.35K - $2.33K
|
15.2K
$7.46K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-521- 3.69% |
$1.98K - $3.41K
|
13.6K
$6.67K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-604- 1.55% |
$2.3K - $3.95K
|
38.4K
$18.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-700- 6.2% |
$2.66K - $4.58K
|
10.6K
$5.19K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-760- 4.78% |
$2.89K - $4.97K
|
15.1K
$7.41K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-777- 57.26% |
$2.95K - $5.08K
|
580
$284
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-849- 76.97% |
$3.23K - $5.55K
|
254
$124
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-965- 44.9% |
$3.67K - $6.31K
|
1.18K
$580
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-991- 1.42% |
$3.77K - $6.48K
|
68.6K
$33.6K
|