Purchases and Sales Made in Q3 2023 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11KNew |
$44.6K - $80.6K
|
11K
$5.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.4KNew |
$42.2K - $76.4K
|
10.4K
$5.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.2K+ 4.1% |
$41.4K - $74.8K
|
258K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.2KNew |
$41.4K - $74.8K
|
10.2K
$4.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.17K+ 7.05% |
$37.2K - $67.3K
|
139K
$68.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.3K+ 69.75% |
$33.7K - $60.9K
|
20.2K
$9.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.49K+ 5.72% |
$30.4K - $55K
|
139K
$67.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.42K+ 54.48% |
$30.1K - $54.4K
|
21K
$10.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.84K+ 31.57% |
$27.8K - $50.2K
|
28.5K
$14K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.94K+ 39.28% |
$24.1K - $43.6K
|
21.1K
$10.3K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.38K+ 26.61% |
$21.8K - $39.5K
|
25.6K
$12.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5.1K+ 1.6% |
$20.7K - $37.4K
|
325K
$159K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.92K+ 16.27% |
$20K - $36.1K
|
35.2K
$17.2K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.24K+ 5.47% |
$17.2K - $31.1K
|
81.6K
$40K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.24K+ 5.47% |
$17.2K - $31.1K
|
81.6K
$40K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 33.56% |
$17K - $30.7K
|
16.7K
$8.16K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.15K+ 16.12% |
$16.8K - $30.5K
|
29.9K
$14.7K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.08KNew |
$16.6K - $30K
|
4.08K
$2K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 3.6% |
$16.2K - $29.3K
|
115K
$56.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.35K+ 30.95% |
$13.6K - $24.6K
|
14.2K
$6.94K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2.91K+ 4.14% |
$11.8K - $21.4K
|
73.2K
$35.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.69K+ 227.11% |
$10.9K - $19.7K
|
3.87K
$1.9K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.53K+ 3.69% |
$10.3K - $18.6K
|
71.1K
$34.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 7.44% |
$9.96K - $18K
|
35.4K
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 0.27% |
$6.8K - $12.3K
|
621K
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.5K+ 100.0% |
$6.09K - $11K
|
3K
$1.47K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.25K+ 258.92% |
$5.07K - $9.16K
|
1.73K
$848
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.15K+ 39.7% |
$4.65K - $8.41K
|
4.03K
$1.98K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11K+ 6.21% |
$4.5K - $8.13K
|
19K
$9.29K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 0.85% |
$4.42K - $7.99K
|
129K
$63.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
974+ 0.01% |
$3.95K - $7.15K
|
13.8M
$6.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
823+ 2.0% |
$3.34K - $6.04K
|
42.1K
$20.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
700New |
$2.84K - $5.14K
|
700
$343
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
635New |
$2.58K - $4.66K
|
635
$311
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$245
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
500New |
$2.03K - $3.67K
|
500
$245
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
417+ 772.22% |
$1.69K - $3.06K
|
471
$231
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$1.62K - $2.94K
|
400
$196
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
349+ 2.29% |
$1.42K - $2.56K
|
15.6K
$7.63K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
337+ 1.58% |
$1.37K - $2.47K
|
21.7K
$10.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
253+ 2.28% |
$1.03K - $1.86K
|
11.4K
$5.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
236New |
$958 - $1.73K
|
236
$116
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
220+ 0.54% |
$893 - $1.61K
|
40.7K
$19.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
217+ 2.19% |
$881 - $1.59K
|
10.1K
$4.96K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$609 - $1.1K
|
150
$73.5
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
125New |
$507 - $918
|
125
$61.3
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 5.0% |
$406 - $734
|
2.1K
$1.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
76New |
$309 - $558
|
76
$37.2
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
74New |
$300 - $543
|
74
$36.3
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 18.62% |
$187 - $338
|
293
$144
|