Latest Institutional Transactions on Dte Energy CO (DTE)
This table provides information on the latest institutional transactions involving Dte Energy CO (DTE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.57KNew |
$170K - $201K
|
1.57K
$189K
|
|
Oct 22, 2024
Q3 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
3KNew |
$326K - $385K
|
3K
$362K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.81K- 10.78% |
$196K - $232K
|
14.9K
$1.81M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-73- 1.19% |
$7.93K - $9.37K
|
6.04K
$729K
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-242- 1.82% |
$26.3K - $31.1K
|
13K
$1.57M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 16.13% |
$543 - $642
|
26
$3.14K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-452- 7.9% |
$49.1K - $58K
|
5.27K
$636K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-135- 2.39% |
$14.7K - $17.3K
|
5.52K
$667K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.62K+ 25.53% |
$285K - $337K
|
12.9K
$1.56M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-119- 3.24% |
$12.9K - $15.3K
|
3.55K
$429K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-130- 4.92% |
$14.1K - $16.7K
|
2.51K
$303K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-92- 1.0% |
$10K - $11.8K
|
9.07K
$1.09M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.49K- 23.94% |
$1.03M - $1.22M
|
30.1K
$3.64M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-150- 30.36% |
$16.3K - $19.3K
|
344
$41.5K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
376+ 4.46% |
$40.9K - $48.3K
|
8.8K
$1.06M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-393- 7.27% |
$42.7K - $50.5K
|
5.01K
$605K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.6KNew |
$173K - $205K
|
1.6K
$193K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-620- 14.32% |
$67.4K - $79.6K
|
3.71K
$448K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.36KNew |
$148K - $175K
|
1.36K
$164K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.12% |
$435 - $514
|
3.35K
$404K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 3.07% |
$9.35K - $11K
|
2.89K
$349K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
182+ 1.95% |
$19.8K - $23.4K
|
9.5K
$1.15M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.73K+ 20.98% |
$296K - $350K
|
15.7K
$1.9M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-35.6K- 95.5% |
$3.87M - $4.57M
|
1.68K
$202K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25+ 0.97% |
$2.72K - $3.21K
|
2.61K
$315K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 25.71% |
$978 - $1.16K
|
44
$5.31K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16+ 0.4% |
$1.74K - $2.05K
|
4.04K
$487K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.78KNew |
$194K - $229K
|
1.78K
$215K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.69KNew |
$183K - $216K
|
1.69K
$203K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
1.88KNew |
$205K - $242K
|
1.88K
$227K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 2.98% |
$4.24K - $5.01K
|
1.35K
$163K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 11.9% |
$1.18M - $1.39M
|
80.3K
$9.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-379- 0.12% |
$41.2K - $48.7K
|
318K
$38.5M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 62.5% |
$1.09K - $1.28K
|
26
$3.14K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.54K- 3.42% |
$167K - $197K
|
43.4K
$5.25M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.2% |
$109 - $128
|
84
$10.1K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-849- 0.54% |
$92.3K - $109K
|
156K
$18.9M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-180- 1.55% |
$19.6K - $23.1K
|
11.4K
$1.38M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
523+ 1.02% |
$56.8K - $67.2K
|
52K
$6.28M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
50+ 1.23% |
$5.43K - $6.42K
|
4.12K
$498K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3K+ 14.65% |
$326K - $385K
|
23.5K
$2.84M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
165+ 4.69% |
$17.9K - $21.2K
|
3.68K
$444K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.45% |
$652 - $770
|
1.34K
$162K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 0.11% |
$869 - $1.03K
|
7.34K
$886K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-831- 31.33% |
$90.3K - $107K
|
1.82K
$220K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$652 - $770
|
6.4K
$773K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 52.48% |
$114K - $134K
|
3.04K
$367K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13- 0.63% |
$1.41K - $1.67K
|
2.05K
$247K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.16K- 34.54% |
$126K - $149K
|
2.2K
$265K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11+ 0.45% |
$1.2K - $1.41K
|
2.45K
$295K
|