Purchases and Sales Made in Q3 2023 in Total Energies Se (TTE)
This table provides information about the institutional ownership of Total Energies Se (TTE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
376+ 33.3% |
$20.8K - $25.1K
|
1.51K
$103K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
341+ 5.38% |
$18.9K - $22.8K
|
6.68K
$459K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
338+ 2.29% |
$18.7K - $22.6K
|
15.1K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
320+ 216.22% |
$17.7K - $21.4K
|
468
$32.1K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
317+ 2.45% |
$17.6K - $21.2K
|
13.3K
$911K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
313+ 2.18% |
$17.3K - $20.9K
|
14.7K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
299+ 3.15% |
$16.6K - $20K
|
9.8K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
292+ 4.7% |
$16.2K - $19.5K
|
6.51K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
290+ 0.98% |
$16.1K - $19.4K
|
29.9K
$2.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
280+ 8.01% |
$15.5K - $18.7K
|
3.78K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
264+ 6.44% |
$14.6K - $17.6K
|
4.37K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
259New |
$14.3K - $17.3K
|
259
$17.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
250New |
$13.8K - $16.7K
|
250
$17.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
244+ 0.69% |
$13.5K - $16.3K
|
35.8K
$2.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
240+ 0.35% |
$13.3K - $16K
|
68.5K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
238+ 3.53% |
$13.2K - $15.9K
|
6.99K
$479K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
231+ 256.67% |
$12.8K - $15.4K
|
321
$22K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
227New |
$12.6K - $15.2K
|
227
$15.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
224+ 1.37% |
$12.4K - $15K
|
16.6K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
219+ 3.97% |
$12.1K - $14.6K
|
5.73K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
200+ 1.78% |
$11.1K - $13.4K
|
11.4K
$784K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
172New |
$9.53K - $11.5K
|
172
$11.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
166+ 1.34% |
$9.19K - $11.1K
|
12.5K
$859K
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
165+ 0.27% |
$9.14K - $11K
|
62.4K
$4.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
165+ 3.03% |
$9.14K - $11K
|
5.62K
$386K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
157+ 10.21% |
$8.7K - $10.5K
|
1.7K
$116K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
157+ 7.65% |
$8.7K - $10.5K
|
2.21K
$152K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
157+ 7.65% |
$8.7K - $10.5K
|
2.21K
$152K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
151+ 23.63% |
$8.36K - $10.1K
|
790
$54.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
145+ 2.55% |
$8.03K - $9.69K
|
5.84K
$401K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
141+ 3.03% |
$7.81K - $9.42K
|
4.79K
$329K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 3.75% |
$7.03K - $8.49K
|
3.51K
$241K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
124+ 3.12% |
$6.87K - $8.29K
|
4.1K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
124+ 0.9% |
$6.87K - $8.29K
|
13.9K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
120+ 0.57% |
$6.65K - $8.02K
|
21.3K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
117+ 1.9% |
$6.48K - $7.82K
|
6.27K
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
114New |
$6.31K - $7.62K
|
114
$7.82K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
113+ 28.39% |
$6.26K - $7.55K
|
511
$35.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
112+ 2.72% |
$6.2K - $7.49K
|
4.24K
$291K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
108+ 0.88% |
$5.98K - $7.22K
|
12.3K
$846K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
104+ 46.43% |
$5.76K - $6.95K
|
328
$22.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
102+ 0.63% |
$5.65K - $6.82K
|
16.3K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$5.54K - $6.68K
|
100
$6.86K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
92New |
$5.1K - $6.15K
|
92
$6.31K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
89+ 66.42% |
$4.93K - $5.95K
|
223
$15.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
87+ 12.43% |
$4.82K - $5.82K
|
787
$54K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 13.98% |
$4.71K - $5.68K
|
693
$47.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
84+ 25.15% |
$4.65K - $5.61K
|
418
$28.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
81+ 17.16% |
$4.49K - $5.41K
|
553
$37.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
81New |
$4.49K - $5.41K
|
81
$5.56K
|