Purchases and Sales Made in Q3 2024 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q3 2024. 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, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-33- 0.63% |
$3.59K - $4.24K
|
5.24K
$688K
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 1.74% |
$4.13K - $4.88K
|
2.15K
$282K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-43- 1.71% |
$4.67K - $5.52K
|
2.47K
$325K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 76.27% |
$4.89K - $5.78K
|
14
$1.84K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-48- 2.86% |
$5.22K - $6.16K
|
1.63K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-49- 1.85% |
$5.32K - $6.29K
|
2.6K
$342K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-54- 1.43% |
$5.87K - $6.93K
|
3.72K
$489K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-54- 2.51% |
$5.87K - $6.93K
|
2.1K
$276K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-55- 7.51% |
$5.98K - $7.06K
|
677
$89K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-56- 3.77% |
$6.09K - $7.19K
|
1.43K
$188K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-59- 1.69% |
$6.41K - $7.58K
|
3.43K
$450K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-61- 38.85% |
$6.63K - $7.83K
|
96
$12.6K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-61- 2.22% |
$6.63K - $7.83K
|
2.69K
$353K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-64- 10.53% |
$6.95K - $8.22K
|
544
$71.5K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-65- 6.35% |
$7.06K - $8.35K
|
959
$126K
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-70- 3.08% |
$7.61K - $8.99K
|
2.2K
$289K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-72- 1.99% |
$7.82K - $9.25K
|
3.55K
$467K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-73- 1.19% |
$7.93K - $9.37K
|
6.04K
$793K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-74- 2.37% |
$8.04K - $9.5K
|
3.05K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-74- 0.9% |
$8.04K - $9.5K
|
8.15K
$1.07M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-81- 1.35% |
$8.8K - $10.4K
|
5.94K
$780K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-85- 2.02% |
$9.24K - $10.9K
|
4.12K
$542K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-90- 4.9% |
$9.78K - $11.6K
|
1.75K
$230K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-90- 9.53% |
$9.78K - $11.6K
|
854
$112K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-92- 1.0% |
$10K - $11.8K
|
9.07K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-95- 3.9% |
$10.3K - $12.2K
|
2.34K
$308K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-96- 0.17% |
$10.4K - $12.3K
|
55.4K
$7.28M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-100- 14.2% |
$10.9K - $12.8K
|
604
$79.4K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-105- 0.46% |
$11.4K - $13.5K
|
22.9K
$3.01M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-105- 4.51% |
$11.4K - $13.5K
|
2.22K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-109- 2.76% |
$11.8K - $14K
|
3.84K
$505K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-116- 4.04% |
$12.6K - $14.9K
|
2.75K
$362K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-119- 3.24% |
$12.9K - $15.3K
|
3.55K
$467K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-120- 2.71% |
$13K - $15.4K
|
4.31K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-120- 6.24% |
$13K - $15.4K
|
1.8K
$237K
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-125- 5.14% |
$13.6K - $16.1K
|
2.31K
$303K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-129- 3.52% |
$14K - $16.6K
|
3.54K
$465K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-130- 4.92% |
$14.1K - $16.7K
|
2.51K
$330K
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-132- 5.5% |
$14.3K - $17K
|
2.27K
$298K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-135- 2.39% |
$14.7K - $17.3K
|
5.52K
$726K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-136- 2.88% |
$14.8K - $17.5K
|
4.59K
$603K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-140- 3.31% |
$15.2K - $18K
|
4.1K
$538K
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-150- 30.36% |
$16.3K - $19.3K
|
344
$45.2K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-152- 0.89% |
$16.5K - $19.5K
|
16.9K
$2.22M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-163- 2.92% |
$17.7K - $20.9K
|
5.42K
$713K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-167- 60.95% |
$18.1K - $21.4K
|
107
$14.1K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-173- 8.47% |
$18.8K - $22.2K
|
1.87K
$246K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-180- 1.55% |
$19.6K - $23.1K
|
11.4K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-180- 6.87% |
$19.6K - $23.1K
|
2.44K
$321K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-198- 1.51% |
$21.5K - $25.4K
|
12.9K
$1.69M
|