Purchases and Sales Made in Q2 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q2 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 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 180.34% |
$22.5K - $24.2K
|
328
$39.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
202+ 3.25% |
$21.5K - $23.2K
|
6.42K
$775K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
201New |
$21.4K - $23.1K
|
201
$24.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 4.24% |
$21.3K - $23K
|
4.92K
$594K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194+ 0.56% |
$20.6K - $22.3K
|
35K
$4.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
181+ 4.03% |
$19.3K - $20.8K
|
4.67K
$564K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
180New |
$19.2K - $20.7K
|
180
$21.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
180+ 3.45% |
$19.2K - $20.7K
|
5.39K
$651K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
175+ 7.89% |
$18.6K - $20.1K
|
2.39K
$289K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
165+ 1.78% |
$17.6K - $18.9K
|
9.43K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 3.67% |
$16.6K - $17.9K
|
4.4K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
141+ 2.32% |
$15K - $16.2K
|
6.21K
$750K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
131+ 2.29% |
$13.9K - $15K
|
5.85K
$706K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
130+ 25.15% |
$13.8K - $14.9K
|
647
$78.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
124+ 33.88% |
$13.2K - $14.2K
|
490
$59.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
111+ 10.23% |
$11.8K - $12.7K
|
1.2K
$144K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
111+ 4.6% |
$11.8K - $12.7K
|
2.52K
$305K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
109+ 4.63% |
$11.6K - $12.5K
|
2.46K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
108+ 0.92% |
$11.5K - $12.4K
|
11.9K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
103+ 4.41% |
$11K - $11.8K
|
2.44K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
103+ 1.17% |
$11K - $11.8K
|
8.9K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
101+ 1.93% |
$10.8K - $11.6K
|
5.33K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100New |
$10.6K - $11.5K
|
100
$12.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.79% |
$10.6K - $11.5K
|
12.7K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
100+ 0.44% |
$10.6K - $11.5K
|
22.8K
$2.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100+ 60.61% |
$10.6K - $11.5K
|
265
$32K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
96+ 2.2% |
$10.2K - $11K
|
4.46K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
91+ 0.8% |
$9.69K - $10.4K
|
11.5K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
83+ 2.39% |
$8.83K - $9.53K
|
3.56K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
74New |
$7.88K - $8.5K
|
74
$8.94K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
70+ 0.35% |
$7.45K - $8.04K
|
19.9K
$2.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
64+ 67.37% |
$6.81K - $7.35K
|
159
$19.2K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
61+ 1.62% |
$6.49K - $7K
|
3.83K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
61+ 44.53% |
$6.49K - $7K
|
198
$23.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
59+ 6.1% |
$6.28K - $6.77K
|
1.03K
$124K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
58+ 1.48% |
$6.17K - $6.66K
|
3.98K
$480K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
56New |
$5.96K - $6.43K
|
56
$6.76K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
53+ 4.17% |
$5.64K - $6.08K
|
1.33K
$160K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
47+ 24.74% |
$5K - $5.4K
|
237
$28.6K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
47+ 24.74% |
$5K - $5.4K
|
237
$28.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40+ 2.0% |
$4.26K - $4.59K
|
2.04K
$246K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
36+ 1.33% |
$3.83K - $4.13K
|
2.75K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 1.48% |
$3.41K - $3.67K
|
2.19K
$264K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
28+ 0.26% |
$2.98K - $3.21K
|
10.6K
$1.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
28+ 0.33% |
$2.98K - $3.21K
|
8.47K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
28+ 0.32% |
$2.98K - $3.21K
|
8.91K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
27+ 0.47% |
$2.87K - $3.1K
|
5.8K
$700K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 27.27% |
$2.87K - $3.1K
|
126
$15.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27+ 1.4% |
$2.87K - $3.1K
|
1.95K
$235K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
25+ 1.3% |
$2.66K - $2.87K
|
1.95K
$236K
|