Purchases and Sales Made in Q4 2023 in Total Energies Se (TTE)
This table provides information about the institutional ownership of Total Energies Se (TTE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 9.38% |
$4.08K - $4.5K
|
758
$52K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
64+ 0.77% |
$4.02K - $4.43K
|
8.38K
$575K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.84% |
$3.77K - $4.15K
|
7.17K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
59+ 0.44% |
$3.71K - $4.08K
|
13.5K
$928K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
56New |
$3.52K - $3.87K
|
56
$3.84K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.14K - $3.46K
|
50
$3.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
49+ 0.19% |
$3.08K - $3.39K
|
26.3K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.33% |
$2.76K - $3.04K
|
13.3K
$913K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40New |
$2.51K - $2.77K
|
40
$2.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
38+ 3.29% |
$2.39K - $2.63K
|
1.19K
$81.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
38+ 0.61% |
$2.39K - $2.63K
|
6.23K
$427K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
34+ 0.71% |
$2.14K - $2.35K
|
4.82K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33New |
$2.07K - $2.28K
|
33
$2.26K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
33New |
$2.07K - $2.28K
|
33
$2.26K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$1.88K - $2.07K
|
30
$2.06K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
30+ 0.07% |
$1.88K - $2.07K
|
40.8K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
30New |
$1.88K - $2.07K
|
30
$2.06K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
30+ 0.07% |
$1.88K - $2.07K
|
40.8K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
24New |
$1.51K - $1.66K
|
24
$1.65K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
20+ 0.16% |
$1.26K - $1.38K
|
12.5K
$860K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12+ 0.12% |
$754 - $830
|
9.82K
$673K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11+ 0.23% |
$691 - $761
|
4.8K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7New |
$440 - $484
|
7
$480
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.13% |
$251 - $277
|
3.07K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
3+ 0.03% |
$188 - $207
|
11.9K
$816K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.08% |
$188 - $207
|
3.58K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2+ 0.03% |
$126 - $138
|
5.74K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2+ 0.81% |
$126 - $138
|
248
$17K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
2+ 0.0% |
$126 - $138
|
143K
$9.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 1.79% |
$62.8 - $69.2
|
55
$3.77K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3- 0.02% |
$188 - $207
|
14.4K
$985K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.07% |
$188 - $207
|
4.55K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.07% |
$188 - $207
|
4.55K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 0.27% |
$314 - $346
|
1.84K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5- 0.14% |
$314 - $346
|
3.65K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7- 14.89% |
$440 - $484
|
40
$2.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-8- 0.25% |
$503 - $553
|
3.18K
$218K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-12- 0.28% |
$754 - $830
|
4.22K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-14- 0.25% |
$879 - $968
|
5.65K
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16- 4.22% |
$1.01K - $1.11K
|
363
$24.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-17- 56.67% |
$1.07K - $1.18K
|
13
$892
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-20- 23.53% |
$1.26K - $1.38K
|
65
$4.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-24- 3.58% |
$1.51K - $1.66K
|
647
$44.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-26- 0.18% |
$1.63K - $1.8K
|
14.4K
$989K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 4.91% |
$1.7K - $1.87K
|
523
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-30- 0.36% |
$1.88K - $2.07K
|
8.22K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31- 0.31% |
$1.95K - $2.14K
|
9.96K
$683K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-32- 0.26% |
$2.01K - $2.21K
|
12.1K
$829K
|