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 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.05K+ 0.95% |
$114K - $134K
|
111K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1K+ 2.85% |
$109K - $128K
|
36.1K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
994New |
$108K - $128K
|
994
$120K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
947+ 52.49% |
$103K - $122K
|
2.75K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
940+ 53.23% |
$102K - $121K
|
2.71K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
938+ 1.29% |
$102K - $120K
|
73.5K
$8.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
924+ 13.43% |
$100K - $119K
|
7.81K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
919+ 2.27% |
$99.9K - $118K
|
41.4K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
902+ 2.23% |
$98K - $116K
|
41.4K
$5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
854+ 2.99% |
$92.8K - $110K
|
29.4K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
839+ 42.83% |
$91.2K - $108K
|
2.8K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
810+ 10.1% |
$88K - $104K
|
8.83K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
788+ 6.47% |
$85.6K - $101K
|
13K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
747+ 30.43% |
$81.2K - $95.9K
|
3.2K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
729+ 3.02% |
$79.2K - $93.6K
|
24.9K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
722+ 0.68% |
$78.5K - $92.7K
|
107K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
711+ 2.57% |
$77.3K - $91.3K
|
28.3K
$3.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
700+ 9.52% |
$76.1K - $89.9K
|
8.05K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
694+ 6.31% |
$75.4K - $89.1K
|
11.7K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
647New |
$70.3K - $83.1K
|
647
$78.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
636+ 27.94% |
$69.1K - $81.7K
|
2.91K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
633+ 33.19% |
$68.8K - $81.3K
|
2.54K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
617+ 97.47% |
$67K - $79.2K
|
1.25K
$151K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
606+ 12.09% |
$65.9K - $77.8K
|
5.62K
$679K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
600+ 4.45% |
$65.2K - $77K
|
14.1K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
580New |
$63K - $74.5K
|
580
$70K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
549+ 2.8% |
$59.7K - $70.5K
|
20.2K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
523+ 1.02% |
$56.8K - $67.2K
|
52K
$6.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
518+ 2.78% |
$56.3K - $66.5K
|
19.2K
$2.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
509+ 6.02% |
$55.3K - $65.4K
|
8.96K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
503+ 4.85% |
$54.7K - $64.6K
|
10.9K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
456+ 1.62% |
$49.6K - $58.6K
|
28.6K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
397+ 2.32% |
$43.1K - $51K
|
17.5K
$2.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
394+ 2.28% |
$42.8K - $50.6K
|
17.7K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
382+ 7.72% |
$41.5K - $49.1K
|
5.33K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
376+ 4.46% |
$40.9K - $48.3K
|
8.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
370+ 0.41% |
$40.2K - $47.5K
|
90.3K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
367+ 9.19% |
$39.9K - $47.1K
|
4.36K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
366+ 3.2% |
$39.8K - $47K
|
11.8K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
351+ 4.42% |
$38.1K - $45.1K
|
8.3K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
335New |
$36.4K - $43K
|
335
$40.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
324+ 11.94% |
$35.2K - $41.6K
|
3.04K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
314+ 4.58% |
$34.1K - $40.3K
|
7.17K
$865K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
313+ 8.61% |
$34K - $40.2K
|
3.95K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
301+ 10.55% |
$32.7K - $38.7K
|
3.15K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
301+ 3.85% |
$32.7K - $38.7K
|
8.12K
$981K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
300New |
$32.6K - $38.5K
|
300
$36.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
300+ 5.18% |
$32.6K - $38.5K
|
6.09K
$735K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
298+ 4.15% |
$32.4K - $38.3K
|
7.48K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
291+ 12.38% |
$31.6K - $37.4K
|
2.64K
$319K
|