Purchases and Sales Made in Q2 2022 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
76+ 14.93% |
$8.79K - $10.6K
|
585
$72.9K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75+ 4.42% |
$8.68K - $10.4K
|
1.77K
$221K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
74+ 1.04% |
$8.56K - $10.3K
|
7.18K
$894K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
66+ 1.6% |
$7.64K - $9.18K
|
4.2K
$523K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
55+ 2.16% |
$6.36K - $7.65K
|
2.6K
$324K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
46+ 0.65% |
$5.32K - $6.4K
|
7.1K
$884K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 0.99% |
$5.21K - $6.26K
|
4.59K
$572K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
44New |
$5.09K - $6.12K
|
44
$5.48K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
41New |
$4.74K - $5.7K
|
41
$5.11K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39+ 390.0% |
$4.51K - $5.43K
|
49
$6.11K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
39+ 0.82% |
$4.51K - $5.43K
|
4.79K
$597K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
37+ 0.16% |
$4.28K - $5.15K
|
23.3K
$2.9M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
35+ 3.02% |
$4.05K - $4.87K
|
1.2K
$149K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
35+ 0.45% |
$4.05K - $4.87K
|
7.74K
$965K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
34+ 0.05% |
$3.93K - $4.73K
|
64.2K
$8M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 9.83% |
$3.93K - $4.73K
|
380
$47.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
34+ 1.36% |
$3.93K - $4.73K
|
2.53K
$315K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
33+ 3.86% |
$3.82K - $4.59K
|
887
$111K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30+ 0.4% |
$3.47K - $4.17K
|
7.56K
$942K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29New |
$3.36K - $4.03K
|
29
$3.61K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 13.81% |
$3.36K - $4.03K
|
239
$29.8K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29+ 0.31% |
$3.36K - $4.03K
|
9.35K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 2.29% |
$3.36K - $4.03K
|
1.29K
$161K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28+ 0.17% |
$3.24K - $3.9K
|
16.3K
$2.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 57.78% |
$3.01K - $3.62K
|
71
$8.85K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
25+ 0.42% |
$2.89K - $3.48K
|
6.03K
$751K
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
22+ 1.15% |
$2.55K - $3.06K
|
1.93K
$241K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22+ 28.57% |
$2.55K - $3.06K
|
99
$12.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 4.01% |
$2.55K - $3.06K
|
570
$71K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
20+ 0.1% |
$2.31K - $2.78K
|
19.2K
$2.39M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20New |
$2.31K - $2.78K
|
20
$2.49K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.67% |
$2.2K - $2.64K
|
2.84K
$354K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
17+ 0.51% |
$1.97K - $2.37K
|
3.34K
$416K
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
17+ 0.4% |
$1.97K - $2.37K
|
4.28K
$533K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$1.97K - $2.37K
|
17
$2.12K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
17New |
$1.97K - $2.37K
|
17
$2.12K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16+ 0.7% |
$1.85K - $2.23K
|
2.3K
$286K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
15New |
$1.74K - $2.09K
|
15
$1.87K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 4.26% |
$1.74K - $2.09K
|
367
$45.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13+ 0.1% |
$1.5K - $1.81K
|
13.7K
$1.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
12+ 0.69% |
$1.39K - $1.67K
|
1.74K
$217K
|
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
12+ 0.7% |
$1.39K - $1.67K
|
1.72K
$214K
|
|
|
Aug 17, 2022
Q2 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
11+ 0.0% |
$1.27K - $1.53K
|
240K
$29.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11New |
$1.27K - $1.53K
|
11
$1.37K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
10+ 83.33% |
$1.16K - $1.39K
|
22
$2.74K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
10+ 9.71% |
$1.16K - $1.39K
|
113
$14.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.23% |
$1.16K - $1.39K
|
4.36K
$543K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 1.0% |
$1.16K - $1.39K
|
1.02K
$126K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 100.0% |
$1.04K - $1.25K
|
18
$2.24K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
9+ 6.43% |
$1.04K - $1.25K
|
149
$18.6K
|