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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
279+ 1.18% |
$30.3K - $35.8K
|
23.8K
$2.88M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
277+ 2.74% |
$30.1K - $35.6K
|
10.4K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
276New |
$30K - $35.4K
|
276
$33.3K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
275New |
$29.9K - $35.3K
|
275
$33.2K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
274+ 6.41% |
$29.8K - $35.2K
|
4.55K
$549K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
272+ 17.99% |
$29.6K - $34.9K
|
1.78K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
269+ 6.1% |
$29.2K - $34.5K
|
4.68K
$565K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
267+ 10.32% |
$29K - $34.3K
|
2.85K
$345K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
266+ 4.24% |
$28.9K - $34.2K
|
6.55K
$790K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
262+ 4.78% |
$28.5K - $33.6K
|
5.75K
$694K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
258+ 9.31% |
$28K - $33.1K
|
3.03K
$366K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
255New |
$27.7K - $32.7K
|
255
$30.8K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
255New |
$27.7K - $32.7K
|
255
$30.8K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
254+ 143.5% |
$27.6K - $32.6K
|
431
$52K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
250+ 3.04% |
$27.2K - $32.1K
|
8.46K
$1.02M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
246+ 6.59% |
$26.7K - $31.6K
|
3.98K
$480K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
245+ 12.56% |
$26.6K - $31.5K
|
2.2K
$265K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
240+ 20.12% |
$26.1K - $30.8K
|
1.43K
$173K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
231+ 11.68% |
$25.1K - $29.7K
|
2.21K
$267K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
224+ 4.46% |
$24.3K - $28.8K
|
5.25K
$634K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
219+ 2.75% |
$23.8K - $28.1K
|
8.2K
$990K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
217+ 20.85% |
$23.6K - $27.9K
|
1.26K
$152K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
215+ 4.01% |
$23.4K - $27.6K
|
5.58K
$674K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
195New |
$21.2K - $25K
|
195
$23.5K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
192+ 0.68% |
$20.9K - $24.7K
|
28.3K
$3.42M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
186+ 2.12% |
$20.2K - $23.9K
|
8.98K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
185+ 8.93% |
$20.1K - $23.8K
|
2.26K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
183+ 28.2% |
$19.9K - $23.5K
|
832
$100K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
182+ 1.95% |
$19.8K - $23.4K
|
9.5K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
172+ 4.27% |
$18.7K - $22.1K
|
4.2K
$507K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
165+ 4.69% |
$17.9K - $21.2K
|
3.68K
$444K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
162New |
$17.6K - $20.8K
|
162
$19.6K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
160+ 47.48% |
$17.4K - $20.5K
|
497
$60K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
158+ 2.32% |
$17.2K - $20.3K
|
6.98K
$843K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
157+ 7.01% |
$17.1K - $20.2K
|
2.4K
$289K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
155+ 7.41% |
$16.8K - $19.9K
|
2.25K
$271K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
150+ 7.87% |
$16.3K - $19.3K
|
2.06K
$248K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
144+ 2.74% |
$15.6K - $18.5K
|
5.41K
$653K
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
143+ 2.23% |
$15.5K - $18.4K
|
6.55K
$791K
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
139+ 2.35% |
$15.1K - $17.8K
|
6.05K
$730K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
134+ 1.44% |
$14.6K - $17.2K
|
9.46K
$1.14M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
130+ 18.44% |
$14.1K - $16.7K
|
835
$101K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
129+ 2.37% |
$14K - $16.6K
|
5.57K
$673K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
128New |
$13.9K - $16.4K
|
128
$15.5K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
126+ 1.94% |
$13.7K - $16.2K
|
6.63K
$801K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
125+ 1.73% |
$13.6K - $16.1K
|
7.36K
$888K
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
125New |
$13.6K - $16.1K
|
125
$15.1K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
121+ 127.37% |
$13.1K - $15.5K
|
216
$26.1K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
119+ 2.42% |
$12.9K - $15.3K
|
5.04K
$608K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
110New |
$12K - $14.1K
|
110
$13.3K
|