Purchases and Sales Made in Q3 2021 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q3 2021. The information is specifically focused on institutions that hold shares of DTE ENERGY CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
118+ 153.25% |
$13.1K - $14.4K
|
195
$23.5K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
118+ 22.43% |
$13.1K - $14.4K
|
644
$77.8K
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
100+ 3.73% |
$11.1K - $12.2K
|
2.78K
$336K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 196.08% |
$11.1K - $12.2K
|
151
$18.2K
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
97+ 1.39% |
$10.8K - $11.8K
|
7.05K
$852K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
95+ 125.0% |
$10.6K - $11.6K
|
171
$20.6K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
90+ 157.89% |
$10K - $11K
|
147
$17.8K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
88+ 0.79% |
$9.81K - $10.7K
|
11.2K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
88New |
$9.81K - $10.7K
|
88
$10.6K
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
79+ 3.86% |
$8.8K - $9.65K
|
2.12K
$256K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
63+ 1.25% |
$7.02K - $7.69K
|
5.11K
$616K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
62New |
$6.91K - $7.57K
|
62
$7.49K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
61+ 3.35% |
$6.8K - $7.45K
|
1.88K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$5.68K - $6.23K
|
51
$6.16K
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
45+ 1.48% |
$5.01K - $5.5K
|
3.08K
$372K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39+ 0.86% |
$4.35K - $4.76K
|
4.58K
$553K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
38+ 50.67% |
$4.23K - $4.64K
|
113
$13.6K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
36+ 1.13% |
$4.01K - $4.4K
|
3.22K
$388K
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
36+ 1.19% |
$4.01K - $4.4K
|
3.05K
$368K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35+ 5.55% |
$3.9K - $4.27K
|
666
$80.4K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
35+ 94.59% |
$3.9K - $4.27K
|
72
$8.69K
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
33New |
$3.68K - $4.03K
|
33
$3.99K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
32+ 640.0% |
$3.57K - $3.91K
|
37
$4.47K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28+ 1.17% |
$3.12K - $3.42K
|
2.43K
$294K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25New |
$2.79K - $3.05K
|
25
$3.02K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
24+ 0.81% |
$2.67K - $2.93K
|
2.97K
$359K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
24New |
$2.67K - $2.93K
|
24
$2.9K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22New |
$2.45K - $2.69K
|
22
$2.66K
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
21+ 0.21% |
$2.34K - $2.56K
|
9.93K
$1.2M
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20New |
$2.23K - $2.44K
|
20
$2.42K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 0.24% |
$1.89K - $2.08K
|
7.14K
$862K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 20.24% |
$1.89K - $2.08K
|
101
$12.2K
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
15+ 0.27% |
$1.67K - $1.83K
|
5.49K
$663K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 83.33% |
$1.67K - $1.83K
|
33
$3.99K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15+ 0.05% |
$1.67K - $1.83K
|
27.9K
$3.37M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.89% |
$1.23K - $1.34K
|
1.24K
$150K
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
10+ 0.46% |
$1.11K - $1.22K
|
2.18K
$263K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9+ 0.23% |
$1K - $1.1K
|
3.94K
$476K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 13.64% |
$1K - $1.1K
|
75
$9.06K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8+ 0.03% |
$891 - $977
|
24.3K
$2.93M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7+ 20.0% |
$780 - $855
|
42
$5.07K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.94% |
$780 - $855
|
754
$91.1K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
6New |
$669 - $733
|
6
$725
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
5+ 0.02% |
$557 - $611
|
29K
$3.5M
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
BUY
|
- |
4+ 0.15% |
$446 - $489
|
2.75K
$332K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.86% |
$446 - $489
|
467
$56.4K
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.53% |
$446 - $489
|
760
$91.8K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
3+ 1.46% |
$334 - $366
|
208
$25.1K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$334 - $366
|
3
$362
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.1% |
$223 - $244
|
2.07K
$250K
|