Purchases and Sales Made in Q4 2021 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$198K - $301K
|
11.3K
$3.73K
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
BUY
|
- |
11.1KNew |
$195K - $296K
|
11.1K
$3.67K
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
11KNew |
$193K - $293K
|
11K
$3.63K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11KNew |
$192K - $292K
|
11K
$3.61K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 19.49% |
$178K - $270K
|
62.1K
$20.5K
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.1KNew |
$177K - $269K
|
10.1K
$3.33K
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
10KNew |
$176K - $267K
|
10K
$3.3K
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.22K+ 90.61% |
$162K - $246K
|
19.4K
$6.4K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.16K+ 16.9% |
$161K - $244K
|
63.4K
$20.9K
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
8.39KNew |
$147K - $224K
|
8.39K
$2.77K
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
7.66K+ 43.75% |
$135K - $204K
|
25.2K
$8.31K
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.39KNew |
$130K - $197K
|
7.39K
$2.44K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6.17KNew |
$108K - $164K
|
6.17K
$2.04K
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5.68K+ 13.92% |
$99.8K - $151K
|
46.5K
$15.3K
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.22K+ 39.36% |
$91.7K - $139K
|
18.5K
$6.1K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.15K+ 1029.0% |
$90.3K - $137K
|
5.65K
$1.86K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.1K+ 137.16% |
$89.5K - $136K
|
8.81K
$2.91K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 2688.17% |
$87.8K - $133K
|
5.19K
$1.71K
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.68KNew |
$82.1K - $125K
|
4.68K
$1.54K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.43K+ 49.98% |
$77.8K - $118K
|
13.3K
$4.38K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
3.86KNew |
$67.8K - $103K
|
3.86K
$1.27K
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.37KNew |
$59.2K - $89.8K
|
3.37K
$1.11K
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.55KNew |
$44.7K - $67.9K
|
2.55K
$840
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.86KNew |
$32.6K - $49.5K
|
1.86K
$613
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 13.47% |
$32K - $48.5K
|
15.3K
$5.06K
|
|
Feb 14, 2022
Q4 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.49K+ 2.7% |
$26.2K - $39.8K
|
56.8K
$18.7K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 27.67% |
$23.4K - $35.5K
|
6.15K
$2.03K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13K+ 7.12% |
$19.9K - $30.2K
|
17K
$5.62K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
910New |
$16K - $24.3K
|
910
$300
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
800New |
$14K - $21.3K
|
800
$264
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
600+ 42.86% |
$10.5K - $16K
|
2K
$660
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
500New |
$8.78K - $13.3K
|
500
$165
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
421New |
$7.39K - $11.2K
|
421
$139
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 344.83% |
$7.02K - $10.7K
|
516
$170
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
250New |
$4.39K - $6.66K
|
250
$82.5
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
237New |
$4.16K - $6.32K
|
237
$78.2
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
200+ 200.0% |
$3.51K - $5.33K
|
300
$99
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
199New |
$3.49K - $5.3K
|
199
$65.7
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
140New |
$2.46K - $3.73K
|
140
$46.2
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
135New |
$2.37K - $3.6K
|
135
$44.6
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
84+ 26.25% |
$1.48K - $2.24K
|
404
$133
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
55New |
$966 - $1.47K
|
55
$18.2
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
50New |
$878 - $1.33K
|
50
$16.5
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$878 - $1.33K
|
50
$16.5
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$878 - $1.33K
|
50
$16.5
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
46New |
$808 - $1.23K
|
46
$15.2
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
23New |
$404 - $613
|
23
$7.59
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
20+ 1.9% |
$351 - $533
|
1.07K
$353
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5New |
$87.8 - $133
|
5
$1.65
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|