Purchases and Sales Made in Q3 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q3 2023. 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 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
450+ 16.95% |
$44.4K - $52.1K
|
3.11K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
430+ 3.25% |
$42.4K - $49.8K
|
13.7K
$1.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
429New |
$42.3K - $49.7K
|
429
$51.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
425+ 11.41% |
$41.9K - $49.2K
|
4.15K
$501K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
411+ 20.0% |
$40.5K - $47.6K
|
2.47K
$298K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
395+ 6.98% |
$39K - $45.8K
|
6.06K
$731K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
380+ 37.04% |
$37.5K - $44K
|
1.41K
$170K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
370New |
$36.5K - $42.9K
|
370
$44.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
369+ 3.91% |
$36.4K - $42.8K
|
9.8K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
365+ 8.72% |
$36K - $42.3K
|
4.55K
$550K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
361New |
$35.6K - $41.8K
|
361
$43.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
344+ 0.73% |
$33.9K - $39.9K
|
47.3K
$5.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
335+ 0.61% |
$33K - $38.8K
|
55.6K
$6.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
312+ 4.3% |
$30.8K - $36.2K
|
7.56K
$913K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
300+ 10.5% |
$29.6K - $34.8K
|
3.16K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
280+ 9.38% |
$27.6K - $32.4K
|
3.27K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
273+ 15.07% |
$26.9K - $31.6K
|
2.08K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
262+ 9.76% |
$25.8K - $30.4K
|
2.95K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 7.6% |
$24.7K - $29K
|
3.54K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
237New |
$23.4K - $27.5K
|
237
$28.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
233+ 8.79% |
$23K - $27K
|
2.88K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
232+ 1.83% |
$22.9K - $26.9K
|
12.9K
$1.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
225+ 14.2% |
$22.2K - $26.1K
|
1.81K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
211+ 9.63% |
$20.8K - $24.4K
|
2.4K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
211+ 9.63% |
$20.8K - $24.4K
|
2.4K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
206+ 5.37% |
$20.3K - $23.9K
|
4.04K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
203+ 1.46% |
$20K - $23.5K
|
14.2K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
203+ 0.7% |
$20K - $23.5K
|
29.3K
$3.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
200+ 0.47% |
$19.7K - $23.2K
|
42.6K
$5.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
198+ 5.21% |
$19.5K - $22.9K
|
4K
$483K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
191+ 8.83% |
$18.8K - $22.1K
|
2.35K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
187New |
$18.4K - $21.7K
|
187
$22.6K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
184+ 7.28% |
$18.1K - $21.3K
|
2.71K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
180+ 9.81% |
$17.8K - $20.9K
|
2.01K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
179+ 9.47% |
$17.7K - $20.7K
|
2.07K
$250K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
179+ 0.84% |
$17.7K - $20.7K
|
21.5K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
179New |
$17.7K - $20.7K
|
179
$21.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
170+ 7.18% |
$16.8K - $19.7K
|
2.54K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
165+ 0.89% |
$16.3K - $19.1K
|
18.8K
$2.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
148+ 7.25% |
$14.6K - $17.1K
|
2.19K
$264K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
146+ 20.03% |
$14.4K - $16.9K
|
875
$106K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
145+ 8.43% |
$14.3K - $16.8K
|
1.87K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
127+ 0.61% |
$12.5K - $14.7K
|
20.8K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
117+ 4.02% |
$11.5K - $13.6K
|
3.03K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
117New |
$11.5K - $13.6K
|
117
$14.1K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
114+ 5.64% |
$11.2K - $13.2K
|
2.14K
$258K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
111+ 3.09% |
$10.9K - $12.9K
|
3.71K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
109+ 1.63% |
$10.8K - $12.6K
|
6.79K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
107+ 8.95% |
$10.6K - $12.4K
|
1.3K
$157K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
102+ 17.0% |
$10.1K - $11.8K
|
702
$84.8K
|