Purchases and Sales Made in Q3 2022 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.71% |
$460 - $1.22K
|
1.28K
$159K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 3.35% |
$408 - $1.09K
|
247
$30.7K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.94% |
$357 - $952
|
754
$93.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.15% |
$306 - $816
|
4.01K
$498K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.15% |
$306 - $816
|
4.01K
$498K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.1% |
$306 - $816
|
6.04K
$749K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 0.14% |
$255 - $680
|
3.67K
$455K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5+ 0.37% |
$255 - $680
|
1.37K
$169K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.15% |
$204 - $544
|
2.62K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4New |
$204 - $544
|
4
$497
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 36.36% |
$204 - $544
|
15
$1.86K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 5.08% |
$153 - $408
|
62
$7.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.63% |
$153 - $408
|
480
$59.6K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.39% |
$153 - $408
|
775
$96.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.07% |
$153 - $408
|
4.15K
$515K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3+ 0.11% |
$153 - $408
|
2.74K
$340K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.6% |
$102 - $272
|
334
$41.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2New |
$102 - $272
|
2
$248
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.71% |
$102 - $272
|
283
$35.1K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$51.1 - $136
|
3
$372
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.05% |
$51.1 - $136
|
1.93K
$239K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$51.1 - $136
|
1.97K
$244K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.08% |
$51.1 - $136
|
1.19K
$148K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.73% |
$51.1 - $136
|
138
$17.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1- 0.02% |
$51.1 - $136
|
4.68K
$580K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3- 0.15% |
$153 - $408
|
1.99K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.06% |
$204 - $544
|
6.19K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6- 2.86% |
$306 - $816
|
204
$25.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 3.72% |
$357 - $952
|
181
$22.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-8- 3.28% |
$408 - $1.09K
|
236
$29.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-8- 0.12% |
$408 - $1.09K
|
6.45K
$801K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 52.94% |
$460 - $1.22K
|
8
$993
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 14.08% |
$511 - $1.36K
|
61
$7.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10- 0.23% |
$511 - $1.36K
|
4.33K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-13- 0.73% |
$664 - $1.77K
|
1.77K
$220K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-13- 0.7% |
$664 - $1.77K
|
1.85K
$229K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 1.28% |
$664 - $1.77K
|
1K
$124K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14- 0.07% |
$715 - $1.9K
|
19.6K
$2.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-15- 1.2% |
$766 - $2.04K
|
1.23K
$153K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-15- 0.19% |
$766 - $2.04K
|
7.98K
$991K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-20- 0.69% |
$1.02K - $2.72K
|
2.89K
$359K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 39.62% |
$1.07K - $2.86K
|
32
$3.97K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-21- 0.2% |
$1.07K - $2.86K
|
10.5K
$1.31M
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-25- 1.32% |
$1.28K - $3.4K
|
1.87K
$232K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-26- 3.19% |
$1.33K - $3.54K
|
788
$97.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27- 0.75% |
$1.38K - $3.67K
|
3.55K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-27- 0.63% |
$1.38K - $3.67K
|
4.25K
$527K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 0.79% |
$1.68K - $4.49K
|
4.17K
$517K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-34- 0.32% |
$1.74K - $4.62K
|
10.6K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-36- 0.25% |
$1.84K - $4.89K
|
14.6K
$1.81M
|