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 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
63+ 82.89% |
$151 - $261
|
139
$84.8
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
31New |
$74.4 - $128
|
31
$18.9
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 8.7% |
$4.8 - $8.28
|
21
$12.8
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-104- 0.14% |
$250 - $431
|
74.9K
$45.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-150- 48.08% |
$360 - $621
|
162
$98.8
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-155- 52.9% |
$372 - $642
|
138
$84.2
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-287- 0.4% |
$689 - $1.19K
|
70.8K
$43.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-455- 1.47% |
$1.09K - $1.88K
|
30.5K
$18.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-534- 77.28% |
$1.28K - $2.21K
|
157
$95.8
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-650- 2.16% |
$1.56K - $2.69K
|
29.4K
$17.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-680- 97.14% |
$1.63K - $2.82K
|
20
$12.2
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-693- 1.65% |
$1.66K - $2.87K
|
41.4K
$25.2K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-707- 4.8% |
$1.7K - $2.93K
|
14K
$8.55K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-719- 95.87% |
$1.73K - $2.98K
|
31
$18.9
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1K- 7.69% |
$2.4K - $4.14K
|
12K
$7.32K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 47.62% |
$2.4K - $4.14K
|
1.1K
$671
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 8.66% |
$2.82K - $4.86K
|
12.4K
$7.56K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.5K- 3.17% |
$3.59K - $6.2K
|
45.7K
$27.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.56K- 10.82% |
$3.75K - $6.47K
|
12.9K
$7.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.95K- 47.67% |
$4.67K - $8.06K
|
2.14K
$1.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.99K- 51.41% |
$4.78K - $8.24K
|
1.88K
$1.15K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 1.77% |
$5.48K - $9.45K
|
127K
$77.4K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.85K- 61.47% |
$6.83K - $11.8K
|
1.78K
$1.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.93K- 9.96% |
$7.04K - $12.1K
|
26.5K
$16.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3K- 14.22% |
$7.19K - $12.4K
|
18.1K
$11K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 70.56% |
$7.25K - $12.5K
|
1.26K
$769
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.23K- 13.44% |
$7.76K - $13.4K
|
20.8K
$12.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.45K- 34.1% |
$8.28K - $14.3K
|
6.67K
$4.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.63K- 9.17% |
$8.72K - $15K
|
36K
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.52K- 7.25% |
$10.8K - $18.7K
|
57.8K
$35.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.93K- 1.91% |
$11.8K - $20.4K
|
254K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.38K- 21.02% |
$12.9K - $22.3K
|
20.2K
$12.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.39K- 15.23% |
$12.9K - $22.3K
|
30K
$18.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5.68K- 29.28% |
$13.6K - $23.5K
|
13.7K
$8.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.19K- 29.44% |
$14.9K - $25.6K
|
14.8K
$9.05K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.3K- 31.38% |
$15.1K - $26.1K
|
13.8K
$8.4K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.62K- 4.08% |
$15.9K - $27.4K
|
155K
$94.8K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.65K- 30.64% |
$18.4K - $31.7K
|
17.3K
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.65K- 18.82% |
$18.4K - $31.7K
|
33K
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.72K- 21.72% |
$20.9K - $36.1K
|
31.4K
$19.2K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-10.8KClosed |
$25.9K - $44.6K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-13.1K- 82.73% |
$31.5K - $54.3K
|
2.74K
$1.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 2.29% |
$34.2K - $59K
|
607K
$370K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.8K- 61.36% |
$40.4K - $69.7K
|
10.6K
$6.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-18.2K- 3.63% |
$43.6K - $75.1K
|
482K
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-18.3K- 24.98% |
$43.9K - $75.7K
|
54.9K
$33.5K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-18.6K- 34.59% |
$44.7K - $77.1K
|
35.2K
$21.5K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 37.46% |
$44.7K - $77.2K
|
31.1K
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.7K- 14.93% |
$49.6K - $85.6K
|
118K
$71.9K
|