Purchases and Sales Made in Q1 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q1 2023. The information is specifically focused on institutions that hold shares of DTE ENERGY CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
55+ 5.61% |
$5.65K - $6.64K
|
1.04K
$125K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53New |
$5.44K - $6.4K
|
53
$6.4K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
49+ 0.15% |
$5.03K - $5.91K
|
31.9K
$3.85M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
44+ 30.14% |
$4.52K - $5.31K
|
190
$22.9K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
36+ 48.65% |
$3.7K - $4.35K
|
110
$13.3K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 102.94% |
$3.59K - $4.22K
|
69
$8.33K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 7.94% |
$3.29K - $3.86K
|
435
$52.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29+ 0.67% |
$2.98K - $3.5K
|
4.37K
$528K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
28+ 1.44% |
$2.87K - $3.38K
|
1.98K
$239K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28+ 3.56% |
$2.87K - $3.38K
|
814
$98.3K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
28+ 1.35% |
$2.87K - $3.38K
|
2.1K
$254K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 30.0% |
$2.77K - $3.26K
|
117
$14.1K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 4.32% |
$2.57K - $3.02K
|
604
$72.9K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
25+ 0.48% |
$2.57K - $3.02K
|
5.23K
$632K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
19+ 0.95% |
$1.95K - $2.29K
|
2.02K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.28% |
$1.75K - $2.05K
|
6.09K
$735K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 3.92% |
$1.54K - $1.81K
|
398
$48.1K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 0.3% |
$1.33K - $1.57K
|
4.36K
$527K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13+ 0.28% |
$1.33K - $1.57K
|
4.71K
$569K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 3.02% |
$1.33K - $1.57K
|
444
$53.6K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$1.23K - $1.45K
|
12
$1.45K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.85% |
$1.13K - $1.33K
|
1.3K
$157K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
10New |
$1.03K - $1.21K
|
10
$1.21K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.21% |
$821 - $966
|
3.8K
$459K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 61.54% |
$821 - $966
|
21
$2.54K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 3.97% |
$616 - $724
|
157
$19K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.1% |
$616 - $724
|
6.02K
$727K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
5New |
$513 - $604
|
5
$604
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4New |
$411 - $483
|
4
$483
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.82% |
$411 - $483
|
489
$59.1K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4+ 1.83% |
$411 - $483
|
222
$26.8K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.89% |
$308 - $362
|
340
$41.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.44% |
$205 - $241
|
141
$17K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.93% |
$205 - $241
|
216
$26.1K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.08% |
$103 - $121
|
1.19K
$144K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$103 - $121
|
2.77K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1+ 0.03% |
$103 - $121
|
3.92K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.04% |
$103 - $121
|
2.5K
$302K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.05% |
$103 - $121
|
1.87K
$226K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 5.0% |
$103 - $121
|
19
$2.29K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 20.0% |
$205 - $241
|
8
$966
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 4.84% |
$308 - $362
|
59
$7.12K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 0.08% |
$308 - $362
|
3.67K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-4- 0.2% |
$411 - $483
|
2K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 30.77% |
$411 - $483
|
9
$1.09K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 9.76% |
$411 - $483
|
37
$4.47K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5- 0.15% |
$513 - $604
|
3.37K
$406K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5- 2.46% |
$513 - $604
|
198
$23.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 3.73% |
$513 - $604
|
129
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.2% |
$513 - $604
|
2.5K
$302K
|