Purchases and Sales Made in Q3 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.28% |
$9.86K - $11.6K
|
35.5K
$4.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.79% |
$9.86K - $11.6K
|
12.8K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
98+ 5.02% |
$9.67K - $11.4K
|
2.05K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
96+ 2.41% |
$9.47K - $11.1K
|
4.07K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
93+ 1.24% |
$9.17K - $10.8K
|
7.62K
$907K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
90+ 1.55% |
$8.88K - $10.4K
|
5.9K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
83+ 13.5% |
$8.19K - $9.62K
|
698
$83.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80+ 142.86% |
$7.89K - $9.27K
|
136
$16.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
78+ 0.3% |
$7.69K - $9.04K
|
26.1K
$3.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
75+ 9.75% |
$7.4K - $8.69K
|
844
$100K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
61+ 9.58% |
$6.02K - $7.07K
|
698
$83.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 9.33% |
$5.92K - $6.95K
|
703
$83.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
53+ 1.98% |
$5.23K - $6.14K
|
2.73K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
46+ 0.23% |
$4.54K - $5.33K
|
20K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
45+ 121.62% |
$4.44K - $5.21K
|
82
$9.76K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
45+ 121.62% |
$4.44K - $5.21K
|
82
$9.76K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 31.47% |
$4.44K - $5.21K
|
188
$22.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42+ 2.72% |
$4.14K - $4.87K
|
1.58K
$189K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 8.09% |
$3.55K - $4.17K
|
481
$57.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
35New |
$3.45K - $4.06K
|
35
$4.17K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
35+ 1.75% |
$3.45K - $4.06K
|
2.03K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 0.97% |
$3.35K - $3.94K
|
3.55K
$423K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
33+ 4.87% |
$3.25K - $3.82K
|
711
$84.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29New |
$2.86K - $3.36K
|
29
$3.45K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
26+ 0.49% |
$2.56K - $3.01K
|
5.36K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
25+ 0.24% |
$2.47K - $2.9K
|
10.5K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
24New |
$2.37K - $2.78K
|
24
$2.86K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
23+ 0.49% |
$2.27K - $2.67K
|
4.7K
$559K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
20+ 0.46% |
$1.97K - $2.32K
|
4.36K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 10.61% |
$1.87K - $2.2K
|
198
$23.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
19+ 0.02% |
$1.87K - $2.2K
|
111K
$13.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
18+ 0.86% |
$1.78K - $2.09K
|
2.11K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
17+ 0.41% |
$1.68K - $1.97K
|
4.13K
$492K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
16+ 1.33% |
$1.58K - $1.85K
|
1.22K
$145K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 0.27% |
$1.58K - $1.85K
|
5.95K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 0.31% |
$1.28K - $1.51K
|
4.2K
$500K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 2.04% |
$1.18K - $1.39K
|
601
$71.5K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.84% |
$1.08K - $1.27K
|
1.32K
$157K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$1.08K - $1.27K
|
6.46K
$769K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10New |
$986 - $1.16K
|
10
$1.19K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.27% |
$986 - $1.16K
|
3.74K
$445K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
10+ 1.06% |
$986 - $1.16K
|
954
$114K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$986 - $1.16K
|
10
$1.19K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$888 - $1.04K
|
9
$1.07K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8+ 0.08% |
$789 - $927
|
10.3K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.02% |
$690 - $811
|
354
$42.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7+ 0.33% |
$690 - $811
|
2.16K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 3.7% |
$493 - $579
|
140
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 0.48% |
$493 - $579
|
1.05K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$493 - $579
|
5
$595
|