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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-26- 0.62% |
$2.56K - $3.01K
|
4.18K
$504K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-27- 0.19% |
$2.66K - $3.13K
|
14.2K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-32- 3.56% |
$3.16K - $3.71K
|
866
$105K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 52.31% |
$3.35K - $3.94K
|
31
$3.74K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-34- 1.4% |
$3.35K - $3.94K
|
2.39K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-34- 0.39% |
$3.35K - $3.94K
|
8.65K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-37- 1.76% |
$3.65K - $4.29K
|
2.06K
$249K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-40- 0.08% |
$3.95K - $4.63K
|
52.1K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-50- 2.14% |
$4.93K - $5.79K
|
2.28K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-50- 2.11% |
$4.93K - $5.79K
|
2.32K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-55- 0.59% |
$5.42K - $6.37K
|
9.34K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-57- 0.86% |
$5.62K - $6.6K
|
6.55K
$791K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-63- 4.99% |
$6.21K - $7.3K
|
1.2K
$145K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-63- 1.21% |
$6.21K - $7.3K
|
5.13K
$619K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-64- 40.25% |
$6.31K - $7.42K
|
95
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-68- 55.28% |
$6.71K - $7.88K
|
55
$6.64K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-92- 0.89% |
$9.07K - $10.7K
|
10.3K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-92- 0.95% |
$9.07K - $10.7K
|
9.63K
$1.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-93- 2.09% |
$9.17K - $10.8K
|
4.37K
$527K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-100- 49.75% |
$9.86K - $11.6K
|
101
$12.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.62% |
$9.86K - $11.6K
|
15.9K
$1.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-100- 3.75% |
$9.86K - $11.6K
|
2.57K
$310K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-102- 20.82% |
$10.1K - $11.8K
|
388
$46.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-107- 97.27% |
$10.6K - $12.4K
|
3
$362
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-109- 2.48% |
$10.8K - $12.6K
|
4.29K
$519K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-117- 4.51% |
$11.5K - $13.6K
|
2.48K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-121- 10.84% |
$11.9K - $14K
|
995
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-122- 2.92% |
$12K - $14.1K
|
4.06K
$490K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-126- 1.9% |
$12.4K - $14.6K
|
6.51K
$786K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-139- 5.51% |
$13.7K - $16.1K
|
2.39K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-140- 25.27% |
$13.8K - $16.2K
|
414
$50K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-152- 0.67% |
$15K - $17.6K
|
22.6K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-153- 6.38% |
$15.1K - $17.7K
|
2.24K
$271K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-153- 2.79% |
$15.1K - $17.7K
|
5.32K
$643K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-170- 43.93% |
$16.8K - $19.7K
|
217
$26.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-180- 13.48% |
$17.8K - $20.9K
|
1.16K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-193- 5.24% |
$19K - $22.4K
|
3.49K
$422K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-193- 81.43% |
$19K - $22.4K
|
44
$5.31K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-193- 81.43% |
$19K - $22.4K
|
44
$5.31K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-193- 2.31% |
$19K - $22.4K
|
8.17K
$986K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-198- 1.79% |
$19.5K - $22.9K
|
10.8K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.35% |
$19.7K - $23.2K
|
56.5K
$6.82M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-200- 1.57% |
$19.7K - $23.2K
|
12.5K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-212- 4.95% |
$20.9K - $24.6K
|
4.08K
$492K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-220- 2.19% |
$21.7K - $25.5K
|
9.82K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-225- 0.48% |
$22.2K - $26.1K
|
46.6K
$5.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-243- 2.96% |
$24K - $28.2K
|
7.95K
$961K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-265- 5.35% |
$26.1K - $30.7K
|
4.69K
$566K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-268- 10.88% |
$26.4K - $31.1K
|
2.2K
$265K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-272- 11.51% |
$26.8K - $31.5K
|
2.09K
$253K
|