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 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26.1K+ 16.09% |
$62.6K - $108K
|
188K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
22.9KNew |
$54.9K - $94.8K
|
22.9K
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22K+ 200.16% |
$52.8K - $91K
|
33K
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
20.3K+ 23.04% |
$48.7K - $84K
|
108K
$66.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.4K+ 68.0% |
$46.6K - $80.3K
|
47.9K
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.7K+ 16.83% |
$33K - $56.9K
|
95.4K
$58.2K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$31.8K - $54.9K
|
13.3K
$8.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$31.8K - $54.9K
|
13.3K
$8.08K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
12.1K+ 9.14% |
$29.1K - $50.1K
|
145K
$88.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12KNew |
$28.9K - $49.8K
|
12K
$7.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12K+ 59.38% |
$28.8K - $49.7K
|
32.2K
$19.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
11.4KNew |
$27.4K - $47.3K
|
11.4K
$6.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$25.4K - $43.9K
|
10.6K
$6.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
10.2KNew |
$24.4K - $42.2K
|
10.2K
$6.21K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
10K+ 66.67% |
$24K - $41.4K
|
25K
$15.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.51K+ 24.17% |
$20.4K - $35.2K
|
43.7K
$26.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Scp Investment, LP
|
BUY
|
- |
7.8K+ 4.73% |
$18.7K - $32.3K
|
173K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Scp Investment, LP
|
BUY
|
- |
7.8K+ 4.73% |
$18.7K - $32.3K
|
173K
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.05K+ 31.93% |
$14.5K - $25K
|
25K
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.08K+ 27.42% |
$12.2K - $21K
|
23.6K
$14.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3.96K+ 25.38% |
$9.49K - $16.4K
|
19.5K
$11.9K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.86K+ 6.93% |
$9.25K - $16K
|
59.5K
$36.3K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.8K+ 37.68% |
$9.12K - $15.7K
|
13.9K
$8.47K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.23K+ 278.36% |
$7.75K - $13.4K
|
4.39K
$2.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.03K+ 18.19% |
$7.27K - $12.5K
|
19.7K
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.6K+ 0.48% |
$6.24K - $10.8K
|
547K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.51K+ 531.85% |
$6.01K - $10.4K
|
2.98K
$1.82K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.38K+ 3221.62% |
$5.72K - $9.87K
|
2.46K
$1.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2K+ 2.86% |
$4.8K - $8.28K
|
71.8K
$43.8K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.84K+ 45.72% |
$4.43K - $7.63K
|
5.88K
$3.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.81K+ 4.95% |
$4.33K - $7.47K
|
38.2K
$23.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 2.72% |
$4.01K - $6.92K
|
63.2K
$38.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.42K+ 70.75% |
$3.4K - $5.86K
|
3.42K
$2.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
998New |
$2.4K - $4.13K
|
998
$609
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
713+ 41.21% |
$1.71K - $2.95K
|
2.44K
$1.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
652+ 22.15% |
$1.56K - $2.7K
|
3.6K
$2.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
543+ 4.69% |
$1.3K - $2.25K
|
12.1K
$7.4K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
500New |
$1.2K - $2.07K
|
500
$305
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
433New |
$1.04K - $1.79K
|
433
$264
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
371New |
$890 - $1.54K
|
371
$226
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
356New |
$854 - $1.47K
|
356
$217
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$720 - $1.24K
|
300
$183
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
286+ 1.03% |
$686 - $1.18K
|
28K
$17.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
269+ 867.74% |
$646 - $1.11K
|
300
$183
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
249New |
$598 - $1.03K
|
249
$152
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
193+ 75.98% |
$463 - $799
|
447
$273
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
175+ 1.67% |
$420 - $725
|
10.7K
$6.51K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
175+ 116.67% |
$420 - $725
|
325
$198
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
172New |
$413 - $712
|
172
$105
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
126New |
$302 - $522
|
126
$76.9
|