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 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.03% |
$109 - $128
|
3.67K
$443K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50New |
$5.43K - $6.42K
|
50
$6.04K
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-70- 3.08% |
$7.61K - $8.99K
|
2.2K
$266K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
277+ 2.74% |
$30.1K - $35.6K
|
10.4K
$1.25M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34+ 51.52% |
$3.69K - $4.37K
|
100
$12.1K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-30- 0.81% |
$3.26K - $3.85K
|
3.69K
$446K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
54+ 1.29% |
$5.87K - $6.93K
|
4.25K
$513K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
130+ 18.44% |
$14.1K - $16.7K
|
835
$101K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.18% |
$1.85K - $2.18K
|
9.48K
$1.15M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7+ 0.11% |
$761 - $899
|
6.37K
$769K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.84KNew |
$743K - $878K
|
6.84K
$826K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.67KNew |
$182K - $215K
|
1.67K
$202K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-163- 2.92% |
$17.7K - $20.9K
|
5.42K
$655K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
95+ 3.57% |
$10.3K - $12.2K
|
2.75K
$333K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 1.69% |
$978 - $1.16K
|
543
$65.6K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.84K- 2.66% |
$200K - $237K
|
67.6K
$8.16M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 3.78% |
$1.52K - $1.8K
|
384
$46.4K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-48- 2.86% |
$5.22K - $6.16K
|
1.63K
$197K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.59KNew |
$281K - $332K
|
2.59K
$312K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
219+ 2.75% |
$23.8K - $28.1K
|
8.2K
$990K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
382+ 7.72% |
$41.5K - $49.1K
|
5.33K
$644K
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.9K- 3.53% |
$206K - $244K
|
51.9K
$6.27M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
20New |
$2.17K - $2.57K
|
20
$2.42K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.09% |
$326 - $385
|
278
$33.6K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.89K+ 6.18% |
$423K - $500K
|
66.9K
$8.08M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-167- 60.95% |
$18.1K - $21.4K
|
107
$12.9K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.69K - $4.37K
|
34
$4.11K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
503+ 4.85% |
$54.7K - $64.6K
|
10.9K
$1.31M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.92% |
$2.17K - $2.57K
|
2.19K
$265K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
66New |
$7.17K - $8.48K
|
66
$7.97K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 1.39% |
$217 - $257
|
146
$17.6K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
16+ 0.88% |
$1.74K - $2.05K
|
1.84K
$222K
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
22+ 0.72% |
$2.39K - $2.83K
|
3.08K
$372K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.45K+ 41.67% |
$266K - $314K
|
8.33K
$1.01M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-337- 6.04% |
$36.6K - $43.3K
|
5.24K
$633K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
274+ 6.41% |
$29.8K - $35.2K
|
4.55K
$549K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-116- 4.04% |
$12.6K - $14.9K
|
2.75K
$332K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
747+ 30.43% |
$81.2K - $95.9K
|
3.2K
$387K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17+ 0.91% |
$1.85K - $2.18K
|
1.88K
$227K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$10.9K - $12.8K
|
100
$12.1K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-100- 14.2% |
$10.9K - $12.8K
|
604
$72.9K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 1.49% |
$1.63K - $1.93K
|
995
$120K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
324+ 11.94% |
$35.2K - $41.6K
|
3.04K
$367K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
125+ 1.73% |
$13.6K - $16.1K
|
7.36K
$888K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
186+ 2.12% |
$20.2K - $23.9K
|
8.98K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 28.68% |
$8.48K - $10K
|
350
$42.3K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
10+ 0.89% |
$1.09K - $1.28K
|
1.14K
$137K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
351+ 4.42% |
$38.1K - $45.1K
|
8.3K
$1M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$109 - $128
|
3.36K
$406K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.98% |
$543 - $642
|
516
$62.3K
|