Purchases and Sales Made in Q2 2023 in Total Energies Se (TTE)
This table provides information about the institutional ownership of Total Energies Se (TTE) during Q2 2023. The information is specifically focused on institutions that hold shares of TotalEnergies SE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
58+ 3.11% |
$3.27K - $3.77K
|
1.92K
$132K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 1.26% |
$3.27K - $3.77K
|
4.65K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
58+ 0.87% |
$3.27K - $3.77K
|
6.75K
$463K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
57+ 0.13% |
$3.21K - $3.7K
|
44.8K
$3.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
54+ 49.54% |
$3.04K - $3.51K
|
163
$11.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
51+ 130.77% |
$2.87K - $3.31K
|
90
$6.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
51+ 1.0% |
$2.87K - $3.31K
|
5.13K
$352K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$2.53K - $2.92K
|
45
$3.09K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42+ 0.07% |
$2.36K - $2.73K
|
59K
$4.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
39+ 0.76% |
$2.2K - $2.53K
|
5.15K
$353K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
38New |
$2.14K - $2.47K
|
38
$2.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
33+ 40.74% |
$1.86K - $2.14K
|
114
$7.82K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
32+ 0.22% |
$1.8K - $2.08K
|
14.3K
$984K
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
32+ 0.1% |
$1.8K - $2.08K
|
33.2K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
30New |
$1.69K - $1.95K
|
30
$2.06K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
30+ 0.06% |
$1.69K - $1.95K
|
48.8K
$3.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
30New |
$1.69K - $1.95K
|
30
$2.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
24New |
$1.35K - $1.56K
|
24
$1.65K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 5.85% |
$1.24K - $1.43K
|
398
$27.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
21+ 0.02% |
$1.18K - $1.36K
|
109K
$7.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
16+ 4.41% |
$901 - $1.04K
|
379
$26K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 0.39% |
$901 - $1.04K
|
4.12K
$283K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
16+ 0.16% |
$901 - $1.04K
|
9.91K
$680K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13New |
$732 - $844
|
13
$892
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
12+ 0.12% |
$676 - $779
|
10K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.05% |
$225 - $260
|
8.24K
$566K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.07% |
$169 - $195
|
4.15K
$285K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.04% |
$113 - $130
|
4.51K
$309K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.96% |
$56.3 - $65
|
105
$7.2K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.69% |
$56.3 - $65
|
58
$3.98K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.17% |
$56.3 - $65
|
585
$40.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2- 0.02% |
$113 - $130
|
9K
$617K
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-3- 0.02% |
$169 - $195
|
15.4K
$1.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.07% |
$282 - $325
|
7.42K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5- 0.14% |
$282 - $325
|
3.66K
$251K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-6- 0.02% |
$338 - $390
|
26.8K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 1.8% |
$394 - $455
|
381
$26.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8- 0.2% |
$450 - $520
|
3.98K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8- 0.73% |
$450 - $520
|
1.09K
$74.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.32% |
$619 - $714
|
3.38K
$232K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-12- 0.21% |
$676 - $779
|
5.68K
$390K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-12- 0.1% |
$676 - $779
|
12.3K
$847K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-14- 4.4% |
$788 - $909
|
304
$20.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15- 0.11% |
$845 - $974
|
13.7K
$940K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15- 0.35% |
$845 - $974
|
4.22K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-17- 0.07% |
$957 - $1.1K
|
23.7K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-19- 0.02% |
$1.07K - $1.23K
|
88.4K
$6.07M
|