Purchases and Sales Made in Q4 2022 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.14K+ 1.04% |
$9.5K - $16.2K
|
111K
$65.6K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1K+ 12.61% |
$8.33K - $14.2K
|
8.93K
$5.27K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
810New |
$6.75K - $11.5K
|
810
$478
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
801+ 1.52% |
$6.67K - $11.3K
|
53.6K
$31.7K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
700New |
$5.83K - $9.91K
|
700
$413
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
644+ 3.84% |
$5.36K - $9.12K
|
17.4K
$10.3K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
620+ 25.5% |
$5.16K - $8.78K
|
3.05K
$1.8K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
580New |
$4.83K - $8.21K
|
580
$342
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
572+ 94.7% |
$4.76K - $8.1K
|
1.18K
$694
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
420New |
$3.5K - $5.95K
|
420
$248
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
406+ 0.38% |
$3.38K - $5.75K
|
108K
$63.5K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
400New |
$3.33K - $5.66K
|
400
$236
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$3.33K - $5.66K
|
400
$236
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
340New |
$2.83K - $4.81K
|
340
$201
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$2.5K - $4.25K
|
300
$177
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
260New |
$2.17K - $3.68K
|
260
$153
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
254+ 17.26% |
$2.12K - $3.6K
|
1.73K
$1.02K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
250New |
$2.08K - $3.54K
|
250
$148
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
218New |
$1.82K - $3.09K
|
218
$129
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
157New |
$1.31K - $2.22K
|
157
$92.6
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
134+ 0.91% |
$1.12K - $1.9K
|
14.9K
$8.78K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
100+ 12.27% |
$833 - $1.42K
|
915
$540
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$833 - $1.42K
|
100
$59
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
100+ 16.67% |
$833 - $1.42K
|
700
$413
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$833 - $1.42K
|
100
$59
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 151.28% |
$491 - $835
|
98
$57.8
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50New |
$417 - $708
|
50
$29.5
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50+ 0.53% |
$417 - $708
|
9.5K
$5.6K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
49New |
$408 - $694
|
49
$28.9
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 3.28% |
$108 - $184
|
409
$241
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
11+ 0.07% |
$91.6 - $156
|
15K
$8.87K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 5.88% |
$8.33 - $14.2
|
16
$9.44
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2- 1.26% |
$16.7 - $28.3
|
157
$92.6
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 0.06% |
$117 - $198
|
22.1K
$13.1K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25- 5.0% |
$208 - $354
|
475
$280
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-34- 0.03% |
$283 - $481
|
101K
$59.7K
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-53- 0.98% |
$441 - $750
|
5.33K
$3.15K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-68- 13.41% |
$566 - $963
|
439
$259
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-132- 1.3% |
$1.1K - $1.87K
|
10K
$5.92K
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-141- 0.95% |
$1.17K - $2K
|
14.7K
$8.7K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-248- 0.36% |
$2.07K - $3.51K
|
68.2K
$40.2K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-673- 1.58% |
$5.61K - $9.53K
|
41.8K
$24.7K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-939- 1.34% |
$7.82K - $13.3K
|
69.3K
$40.9K
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.12K- 5.52% |
$9.3K - $15.8K
|
19.1K
$11.3K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.33K- 22.66% |
$11.1K - $18.9K
|
4.55K
$2.68K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 2.43% |
$12.1K - $20.6K
|
58.3K
$34.4K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.34% |
$12.5K - $21.2K
|
43.3K
$25.6K
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 1.17% |
$13.4K - $22.7K
|
136K
$80.3K
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.63K- 10.67% |
$13.5K - $23K
|
13.6K
$8.02K
|