Purchases and Sales Made in Q4 2021 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.25K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.72% |
$975 - $1.08K
|
1.25K
$157K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
9New |
$975 - $1.08K
|
9
$1.13K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$758 - $842
|
7
$878
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 24.0% |
$650 - $722
|
31
$3.89K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4+ 0.13% |
$433 - $481
|
2.98K
$373K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.52% |
$433 - $481
|
777
$97.5K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.53% |
$433 - $481
|
764
$95.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$433 - $481
|
4
$502
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.47% |
$433 - $481
|
860
$108K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
3+ 0.07% |
$325 - $361
|
4.19K
$525K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
BUY
|
- |
3+ 0.11% |
$325 - $361
|
2.75K
$345K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3New |
$325 - $361
|
3
$376
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.64% |
$325 - $361
|
470
$59K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 3.37% |
$325 - $361
|
92
$11.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.14% |
$217 - $241
|
1.43K
$180K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.72% |
$217 - $241
|
279
$35K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$108 - $120
|
47.5K
$5.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.67% |
$108 - $120
|
151
$18.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1New |
$108 - $120
|
1
$125
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.02% |
$108 - $120
|
4.96K
$622K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-1- 0.03% |
$108 - $120
|
2.96K
$371K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2- 0.08% |
$217 - $241
|
2.5K
$314K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3Closed |
$325 - $361
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 1.62% |
$325 - $361
|
182
$22.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 3.36% |
$433 - $481
|
115
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.06% |
$433 - $481
|
7.06K
$885K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 5.94% |
$650 - $722
|
95
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-7- 0.34% |
$758 - $842
|
2.02K
$254K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-7- 0.38% |
$758 - $842
|
1.85K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7- 0.08% |
$758 - $842
|
9.03K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-8Closed |
$867 - $963
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9- 0.37% |
$975 - $1.08K
|
2.43K
$304K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 23.81% |
$1.08K - $1.2K
|
32
$4.01K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 8.85% |
$1.08K - $1.2K
|
103
$12.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10- 33.33% |
$1.08K - $1.2K
|
20
$2.51K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-12- 0.66% |
$1.3K - $1.44K
|
1.8K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-14- 0.47% |
$1.52K - $1.68K
|
2.97K
$373K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-15- 0.27% |
$1.63K - $1.8K
|
5.48K
$687K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-17- 9.94% |
$1.84K - $2.05K
|
154
$19.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18- 10.0% |
$1.95K - $2.17K
|
162
$20.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-19- 0.37% |
$2.06K - $2.29K
|
5.09K
$638K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.87% |
$2.17K - $2.41K
|
2.28K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22- 1.17% |
$2.38K - $2.65K
|
1.86K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24- 0.68% |
$2.6K - $2.89K
|
3.51K
$441K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26- 7.16% |
$2.82K - $3.13K
|
337
$42.3K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26- 1.1% |
$2.82K - $3.13K
|
2.33K
$293K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-27- 12.98% |
$2.93K - $3.25K
|
181
$22.7K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-27Closed |
$2.93K - $3.25K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-27- 1.24% |
$2.93K - $3.25K
|
2.15K
$270K
|