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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9- 40.91% |
$888 - $1.04K
|
13
$1.71K
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
3.58KNew |
$353K - $415K
|
3.58K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
13.8K+ 91.23% |
$1.36M - $1.6M
|
28.9K
$3.8M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
117New |
$11.5K - $13.6K
|
117
$15.4K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-50- 2.14% |
$4.93K - $5.79K
|
2.28K
$300K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$493 - $579
|
5
$657
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
2New |
$197 - $232
|
2
$263
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
211+ 9.63% |
$20.8K - $24.4K
|
2.4K
$316K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 3.31% |
$493 - $579
|
156
$20.5K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.93% |
$98.6 - $116
|
109
$14.3K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
361New |
$35.6K - $41.8K
|
361
$47.4K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.96K- 68.52% |
$489K - $575K
|
2.28K
$300K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-37- 1.76% |
$3.65K - $4.29K
|
2.06K
$271K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.64KNew |
$556K - $654K
|
5.64K
$741K
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-243- 2.96% |
$24K - $28.2K
|
7.95K
$1.05M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12- 6.42% |
$1.18K - $1.39K
|
175
$23K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
429New |
$42.3K - $49.7K
|
429
$56.4K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10New |
$986 - $1.16K
|
10
$1.31K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.69K+ 18.97% |
$167K - $196K
|
10.6K
$1.39M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 3.7% |
$493 - $579
|
140
$18.4K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-537- 65.65% |
$53K - $62.2K
|
281
$36.9K
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-100- 49.75% |
$9.86K - $11.6K
|
101
$13.3K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.08KNew |
$107K - $125K
|
1.08K
$142K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
7.6KNew |
$750K - $881K
|
7.6K
$999K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29New |
$2.86K - $3.36K
|
29
$3.81K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
13.7KNew |
$1.35M - $1.59M
|
13.7K
$1.8M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
148+ 7.25% |
$14.6K - $17.1K
|
2.19K
$288K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-121- 10.84% |
$11.9K - $14K
|
995
$131K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.45K- 67.06% |
$473K - $510K
|
2.18K
$287K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5Closed |
$532 - $574
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3New |
$319 - $344
|
3
$394
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.22KNew |
$237K - $255K
|
2.22K
$292K
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
1.5KNew |
$160K - $172K
|
1.5K
$197K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.06K - $1.15K
|
10
$1.31K
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
5.82KNew |
$619K - $668K
|
5.82K
$764K
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.04KNew |
$430K - $464K
|
4.04K
$531K
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
6.05K+ 16.66% |
$644K - $694K
|
42.3K
$5.56M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$10.6K - $11.5K
|
100
$13.1K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-109- 28.76% |
$11.6K - $12.5K
|
270
$35.5K
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-211K- 67.0% |
$22.5M - $24.3M
|
104K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-74.2K- 89.0% |
$7.9M - $8.52M
|
9.17K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
8.02KNew |
$853K - $920K
|
8.02K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.75KNew |
$293K - $316K
|
2.75K
$361K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27+ 1.4% |
$2.87K - $3.1K
|
1.95K
$256K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.05KNew |
$218K - $235K
|
2.05K
$269K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
14New |
$1.49K - $1.61K
|
14
$1.84K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
103+ 4.41% |
$11K - $11.8K
|
2.44K
$321K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-99- 1.33% |
$10.5K - $11.4K
|
7.35K
$966K
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1.4KNew |
$149K - $161K
|
1.4K
$184K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
391K+ 15.05% |
$41.7M - $44.9M
|
2.99M
$393M
|