Purchases and Sales Made in Q3 2022 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1K+ 12.61% |
$7.15K - $17.4K
|
8.93K
$6.25K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
966+ 1.43% |
$6.91K - $16.8K
|
68.4K
$47.9K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
780+ 0.06% |
$5.58K - $13.6K
|
1.29M
$900K
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
668+ 3.54% |
$4.78K - $11.6K
|
19.5K
$13.7K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
550+ 10.32% |
$3.93K - $9.58K
|
5.88K
$4.11K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
$3.58K - $8.71K
|
500
$350
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
431+ 0.43% |
$3.08K - $7.51K
|
101K
$70.9K
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
429New |
$3.07K - $7.47K
|
429
$300
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$2.86K - $6.97K
|
400
$280
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
348+ 1.55% |
$2.49K - $6.06K
|
22.9K
$16K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
340+ 0.81% |
$2.43K - $5.92K
|
42.5K
$29.7K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
306New |
$2.19K - $5.33K
|
306
$214
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
270+ 214.29% |
$1.93K - $4.7K
|
396
$277
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244+ 1.11% |
$1.74K - $4.25K
|
22.1K
$15.5K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
204+ 0.16% |
$1.46K - $3.55K
|
128K
$89.5K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
178+ 0.4% |
$1.27K - $3.1K
|
44.8K
$31.4K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
175New |
$1.25K - $3.05K
|
175
$122
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
171+ 1.71% |
$1.22K - $2.98K
|
10.2K
$7.12K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
143+ 893.75% |
$1.02K - $2.49K
|
159
$111
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
130+ 0.78% |
$930 - $2.26K
|
16.8K
$11.7K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 15.79% |
$858 - $2.09K
|
880
$616
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
116New |
$829 - $2.02K
|
116
$81.2
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
103+ 1.95% |
$736 - $1.79K
|
5.39K
$3.77K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100New |
$715 - $1.74K
|
100
$70
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
72+ 5.14% |
$515 - $1.25K
|
1.47K
$1.03K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
68+ 15.49% |
$486 - $1.18K
|
507
$355
|
|
Oct 31, 2022
Q3 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
48+ 0.32% |
$343 - $836
|
15K
$10.5K
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
20New |
$143 - $348
|
20
$14
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 10.53% |
$14.3 - $34.8
|
17
$11.9
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-60- 2.41% |
$429 - $1.05K
|
2.43K
$1.7K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-150- 0.77% |
$1.07K - $2.61K
|
19.3K
$13.5K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-177- 22.66% |
$1.27K - $3.08K
|
604
$423
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 15.02% |
$1.79K - $4.36K
|
1.42K
$990
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-305- 1.88% |
$2.18K - $5.31K
|
15.9K
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 32.32% |
$2.29K - $5.57K
|
670
$469
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-374- 0.87% |
$2.67K - $6.52K
|
42.6K
$29.8K
|
|
Nov 10, 2022
Q3 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-486- 54.92% |
$3.47K - $8.47K
|
399
$279
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-512- 0.87% |
$3.66K - $8.92K
|
58K
$40.6K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-614- 5.29% |
$4.39K - $10.7K
|
11K
$7.7K
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-926- 4.29% |
$6.62K - $16.1K
|
20.7K
$14.5K
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-972- 1.74% |
$6.95K - $16.9K
|
54.9K
$38.4K
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-972- 1.74% |
$6.95K - $16.9K
|
54.9K
$38.4K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-995- 1.33% |
$7.11K - $17.3K
|
74K
$51.8K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.05K- 70.9% |
$7.47K - $18.2K
|
429
$300
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.42K- 1.24% |
$10.2K - $24.8K
|
113K
$79.2K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.43K- 4.78% |
$10.2K - $24.9K
|
28.4K
$19.9K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.65K- 18.71% |
$11.8K - $28.7K
|
7.17K
$5.02K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.27K- 7.06% |
$16.2K - $39.5K
|
29.9K
$20.9K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.51K- 8.33% |
$18K - $43.7K
|
27.6K
$19.3K
|