Purchases and Sales Made in Q4 2022 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 0.46% |
$2.09K - $2.41K
|
4.35K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-21- 1.11% |
$2.19K - $2.53K
|
1.86K
$225K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 5.4% |
$2.4K - $2.77K
|
403
$48.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-23- 0.38% |
$2.4K - $2.77K
|
6.01K
$726K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-25- 0.39% |
$2.61K - $3.01K
|
6.45K
$778K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.58% |
$2.61K - $3.01K
|
4.28K
$517K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-30- 0.34% |
$3.14K - $3.62K
|
8.8K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-33- 3.29% |
$3.45K - $3.98K
|
969
$117K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-34- 11.6% |
$3.55K - $4.1K
|
259
$31.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36- 73.47% |
$3.76K - $4.34K
|
13
$1.57K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-38- 0.28% |
$3.97K - $4.58K
|
13.6K
$1.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38- 2.15% |
$3.97K - $4.58K
|
1.73K
$209K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-38- 14.13% |
$3.97K - $4.58K
|
231
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-43- 0.99% |
$4.49K - $5.19K
|
4.29K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-58- 80.56% |
$6.06K - $6.99K
|
14
$1.69K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-59- 2.3% |
$6.17K - $7.11K
|
2.51K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-66- 46.81% |
$6.9K - $7.96K
|
75
$9.06K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-70- 0.54% |
$7.32K - $8.44K
|
13K
$1.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-76- 1.13% |
$7.94K - $9.16K
|
6.65K
$803K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-80- 27.21% |
$8.36K - $9.65K
|
214
$25.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-82- 1.36% |
$8.57K - $9.89K
|
5.94K
$718K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-96- 25.0% |
$10K - $11.6K
|
288
$34.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-99- 5.32% |
$10.3K - $11.9K
|
1.76K
$213K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
SELL
|
- |
-100- 6.67% |
$10.5K - $12.1K
|
1.4K
$169K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 20.53% |
$10.5K - $12.1K
|
387
$46.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-102- 1.6% |
$10.7K - $12.3K
|
6.28K
$758K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-105- 4.65% |
$11K - $12.7K
|
2.15K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-107- 17.37% |
$11.2K - $12.9K
|
509
$61.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-112- 1.37% |
$11.7K - $13.5K
|
8.08K
$976K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-112- 1.47% |
$11.7K - $13.5K
|
7.49K
$905K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-123- 64.4% |
$12.9K - $14.8K
|
68
$8.21K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-126- 1.16% |
$13.2K - $15.2K
|
10.7K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-128- 0.65% |
$13.4K - $15.4K
|
19.4K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-136- 4.99% |
$14.2K - $16.4K
|
2.59K
$313K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-138- 4.42% |
$14.4K - $16.6K
|
2.99K
$361K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-142- 0.81% |
$14.8K - $17.1K
|
17.3K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-143- 1.79% |
$14.9K - $17.2K
|
7.83K
$946K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-145- 0.39% |
$15.2K - $17.5K
|
36.9K
$4.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-153- 3.78% |
$16K - $18.5K
|
3.9K
$470K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-156- 3.89% |
$16.3K - $18.8K
|
3.86K
$466K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-157- 0.61% |
$16.4K - $18.9K
|
25.5K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-164- 2.54% |
$17.1K - $19.8K
|
6.29K
$759K
|
|
|
Jan 12, 2023
Q4 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-165- 3.31% |
$17.2K - $19.9K
|
4.81K
$581K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-166- 1.33% |
$17.3K - $20K
|
12.3K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-170- 13.3% |
$17.8K - $20.5K
|
1.11K
$134K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-176- 0.56% |
$18.4K - $21.2K
|
31.4K
$3.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-183- 7.72% |
$19.1K - $22.1K
|
2.19K
$264K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-183- 29.8% |
$19.1K - $22.1K
|
431
$52K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-186- 2.73% |
$19.4K - $22.4K
|
6.63K
$801K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-187- 5.51% |
$19.5K - $22.6K
|
3.2K
$387K
|