Latest Institutional Transactions on Dte Energy CO (DTE)
This table provides information on the latest institutional transactions involving Dte Energy CO (DTE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-130- 4.92% |
$14.1K - $16.7K
|
2.51K
$299K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-92- 1.0% |
$10K - $11.8K
|
9.07K
$1.08M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.49K- 23.94% |
$1.03M - $1.22M
|
30.1K
$3.59M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-150- 30.36% |
$16.3K - $19.3K
|
344
$41K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
376+ 4.46% |
$40.9K - $48.3K
|
8.8K
$1.05M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-393- 7.27% |
$42.7K - $50.5K
|
5.01K
$597K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.6KNew |
$173K - $205K
|
1.6K
$190K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.36KNew |
$148K - $175K
|
1.36K
$162K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.12% |
$435 - $514
|
3.35K
$399K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 3.07% |
$9.35K - $11K
|
2.89K
$344K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 20.98% |
$296K - $350K
|
15.7K
$1.87M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-35.6K- 95.5% |
$3.87M - $4.57M
|
1.68K
$199K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16+ 0.4% |
$1.74K - $2.05K
|
4.04K
$481K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.78KNew |
$194K - $229K
|
1.78K
$212K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.69KNew |
$183K - $216K
|
1.69K
$201K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 2.98% |
$4.24K - $5.01K
|
1.35K
$161K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 11.9% |
$1.18M - $1.39M
|
80.3K
$9.57M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-379- 0.12% |
$41.2K - $48.7K
|
318K
$37.9M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 62.5% |
$1.09K - $1.28K
|
26
$3.1K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.54K- 3.42% |
$167K - $197K
|
43.4K
$5.17M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-849- 0.54% |
$92.3K - $109K
|
156K
$18.6M
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3K+ 14.65% |
$326K - $385K
|
23.5K
$2.8M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.45% |
$652 - $770
|
1.34K
$160K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.16K- 34.54% |
$126K - $149K
|
2.2K
$262K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.03% |
$109 - $128
|
3.67K
$437K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50New |
$5.43K - $6.42K
|
50
$5.96K
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-70- 3.08% |
$7.61K - $8.99K
|
2.2K
$262K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
277+ 2.74% |
$30.1K - $35.6K
|
10.4K
$1.24M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34+ 51.52% |
$3.69K - $4.37K
|
100
$11.9K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
130+ 18.44% |
$14.1K - $16.7K
|
835
$99.4K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7+ 0.11% |
$761 - $899
|
6.37K
$759K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.84KNew |
$743K - $878K
|
6.84K
$815K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.67KNew |
$182K - $215K
|
1.67K
$199K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
382+ 7.72% |
$41.5K - $49.1K
|
5.33K
$635K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
20New |
$2.17K - $2.57K
|
20
$2.38K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.89K+ 6.18% |
$423K - $500K
|
66.9K
$7.97M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
66New |
$7.17K - $8.48K
|
66
$7.86K
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
22+ 0.72% |
$2.39K - $2.83K
|
3.08K
$367K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 6.04% |
$36.6K - $43.3K
|
5.24K
$624K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-116- 4.04% |
$12.6K - $14.9K
|
2.75K
$328K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$10.9K - $12.8K
|
100
$11.9K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-100- 14.2% |
$10.9K - $12.8K
|
604
$71.9K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 1.49% |
$1.63K - $1.93K
|
995
$119K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
186+ 2.12% |
$20.2K - $23.9K
|
8.98K
$1.07M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 28.68% |
$8.48K - $10K
|
350
$41.7K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.89% |
$1.09K - $1.28K
|
1.14K
$135K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.98% |
$543 - $642
|
516
$61.5K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.36% |
$109 - $128
|
276
$32.9K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 4.88% |
$217 - $257
|
39
$4.64K
|
|
Q2 2024 | |||||||
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 28.0% |
$722 - $820
|
18
$2.14K
|