Purchases and Sales Made in Q4 2023 in Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
3.3M+ 84.86% |
$7.92M - $13.7M
|
7.19M
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.59MNew |
$3.83M - $6.6M
|
1.59M
$989K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.02M+ 61.69% |
$2.44M - $4.22M
|
2.67M
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
872K+ 8.44% |
$2.09M - $3.61M
|
11.2M
$6.95M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
758K+ 106.88% |
$1.82M - $3.14M
|
1.47M
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
720K+ 104.75% |
$1.73M - $2.98M
|
1.41M
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
461K+ 13.86% |
$1.11M - $1.91M
|
3.78M
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
400K+ 1043.13% |
$960K - $1.66M
|
438K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
382K+ 327.69% |
$916K - $1.58M
|
498K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
377K+ 1527.45% |
$904K - $1.56M
|
401K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
360K+ 3.25% |
$865K - $1.49M
|
11.4M
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
360K+ 33.96% |
$864K - $1.49M
|
1.42M
$880K
|
|
|
Feb 09, 2024
Q4 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
343KNew |
$823K - $1.42M
|
343K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
343K+ 15.74% |
$822K - $1.42M
|
2.52M
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
296K+ 4.67% |
$711K - $1.23M
|
6.64M
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
293K+ 1660.26% |
$702K - $1.21M
|
310K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
262KNew |
$628K - $1.08M
|
262K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
230KNew |
$551K - $950K
|
230K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
218KNew |
$523K - $902K
|
218K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
207K+ 517175.0% |
$496K - $856K
|
207K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
195K+ 146.19% |
$469K - $809K
|
329K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
176K+ 19.96% |
$421K - $727K
|
1.06M
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
171K+ 5.8% |
$410K - $707K
|
3.11M
$1.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
157K+ 91.35% |
$376K - $649K
|
328K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
150KNew |
$360K - $621K
|
150K
$93K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 37.63% |
$350K - $604K
|
533K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
140K+ 34.88% |
$335K - $578K
|
540K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
127KNew |
$304K - $524K
|
127K
$78.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
125KNew |
$300K - $517K
|
125K
$77.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
115KNew |
$277K - $478K
|
115K
$71.6K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
114KNew |
$273K - $472K
|
114K
$70.7K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109K+ 363.26% |
$261K - $450K
|
139K
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
103K+ 9.45% |
$248K - $428K
|
1.2M
$742K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
101KNew |
$242K - $418K
|
101K
$62.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
97.8KNew |
$235K - $405K
|
97.8K
$60.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
94.8K+ 20.4% |
$227K - $392K
|
559K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
69.5K+ 10.14% |
$167K - $288K
|
755K
$468K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
58.7KNew |
$141K - $243K
|
58.7K
$36.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.9KNew |
$129K - $223K
|
53.9K
$33.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
51.2KNew |
$123K - $212K
|
51.2K
$31.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
50KNew |
$120K - $207K
|
50K
$31K
|
|
|
Feb 08, 2024
Q4 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
45K+ 9.18% |
$108K - $186K
|
535K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
43.7KNew |
$105K - $181K
|
43.7K
$27.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
41.7KNew |
$100K - $173K
|
41.7K
$25.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
38.3KNew |
$91.9K - $159K
|
38.3K
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.9K+ 4.03% |
$78.9K - $136K
|
849K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.1K+ 319.38% |
$77.1K - $133K
|
42.2K
$26.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.1KNew |
$77K - $133K
|
32.1K
$19.9K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.8K+ 47.64% |
$76.3K - $132K
|
98.5K
$61K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30.2K+ 545.43% |
$72.4K - $125K
|
35.7K
$22.1K
|