Purchases and Sales Made in Q3 2024 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q3 2024. 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, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
28+ 0.31% |
$3.04K - $3.6K
|
9.04K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 19.18% |
$3.04K - $3.6K
|
174
$24.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 1.33% |
$2.93K - $3.47K
|
2.06K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
27+ 0.1% |
$2.93K - $3.47K
|
28K
$3.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25+ 0.97% |
$2.72K - $3.21K
|
2.61K
$360K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 0.95% |
$2.72K - $3.21K
|
2.66K
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25New |
$2.72K - $3.21K
|
25
$3.46K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
25+ 0.52% |
$2.72K - $3.21K
|
4.82K
$667K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
22+ 0.72% |
$2.39K - $2.83K
|
3.08K
$426K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22+ 122.22% |
$2.39K - $2.83K
|
40
$5.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
21+ 5.25% |
$2.28K - $2.7K
|
421
$58.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
20New |
$2.17K - $2.57K
|
20
$2.77K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.92% |
$2.17K - $2.57K
|
2.19K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.18% |
$1.85K - $2.18K
|
9.48K
$1.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17+ 0.91% |
$1.85K - $2.18K
|
1.88K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 1.27% |
$1.85K - $2.18K
|
1.35K
$187K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16+ 0.4% |
$1.74K - $2.05K
|
4.04K
$558K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
16+ 0.88% |
$1.74K - $2.05K
|
1.84K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 11.86% |
$1.52K - $1.8K
|
132
$18.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 3.78% |
$1.52K - $1.8K
|
384
$53.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
14+ 1.29% |
$1.52K - $1.8K
|
1.1K
$152K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 35.14% |
$1.41K - $1.67K
|
50
$6.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13+ 0.25% |
$1.41K - $1.67K
|
5.21K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12+ 0.39% |
$1.3K - $1.54K
|
3.09K
$428K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 4.49% |
$1.3K - $1.54K
|
279
$38.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11New |
$1.2K - $1.41K
|
11
$1.52K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11+ 0.45% |
$1.2K - $1.41K
|
2.45K
$338K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.89% |
$1.09K - $1.28K
|
1.14K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 62.5% |
$1.09K - $1.28K
|
26
$3.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 1.69% |
$978 - $1.16K
|
543
$75.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9New |
$978 - $1.16K
|
9
$1.24K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 25.71% |
$978 - $1.16K
|
44
$6.08K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
9+ 0.09% |
$978 - $1.16K
|
9.63K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 0.11% |
$869 - $1.03K
|
7.34K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 20.0% |
$869 - $1.03K
|
48
$6.64K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7+ 18.42% |
$761 - $899
|
45
$6.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 77.78% |
$761 - $899
|
16
$2.21K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7+ 0.11% |
$761 - $899
|
6.37K
$881K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.08% |
$761 - $899
|
8.31K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6+ 0.29% |
$652 - $770
|
2.07K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6+ 1.62% |
$652 - $770
|
376
$52K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.45% |
$652 - $770
|
1.34K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$652 - $770
|
6.4K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 35.71% |
$543 - $642
|
19
$2.63K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.45% |
$543 - $642
|
1.13K
$156K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 4.46% |
$543 - $642
|
117
$16.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.98% |
$543 - $642
|
516
$71.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.12% |
$435 - $514
|
3.35K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 13.04% |
$326 - $385
|
26
$3.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.09% |
$326 - $385
|
278
$38.4K
|