Purchases and Sales Made in Q4 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.56K+ 7.73% |
$429K - $516K
|
63.5K
$7.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.24K+ 5.85% |
$399K - $480K
|
76.7K
$9.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.2K+ 30.46% |
$396K - $476K
|
18K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.2K+ 40.13% |
$396K - $476K
|
14.7K
$1.82M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.15KNew |
$391K - $471K
|
4.15K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.15KNew |
$391K - $470K
|
4.15K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
3.89K+ 200.83% |
$367K - $441K
|
5.83K
$724K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.86K+ 75.39% |
$364K - $437K
|
8.98K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.81KNew |
$359K - $432K
|
3.81K
$473K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 40.98% |
$354K - $425K
|
12.9K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.7KNew |
$348K - $419K
|
3.7K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.7K+ 8.91% |
$348K - $419K
|
45.2K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.68KNew |
$346K - $417K
|
3.68K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.62KNew |
$341K - $410K
|
3.62K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$339K - $408K
|
3.6K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.5K+ 165.27% |
$330K - $397K
|
5.62K
$698K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.46KNew |
$325K - $392K
|
3.46K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.38K+ 57.98% |
$319K - $383K
|
9.22K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.35K+ 8.5% |
$315K - $379K
|
42.7K
$5.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.28K+ 160.38% |
$309K - $371K
|
5.32K
$660K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.12K+ 152.1% |
$294K - $353K
|
5.17K
$642K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.09KNew |
$291K - $350K
|
3.09K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.04KNew |
$286K - $344K
|
3.04K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.99KNew |
$281K - $338K
|
2.99K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.98K+ 298.0% |
$281K - $338K
|
3.98K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.93KNew |
$276K - $332K
|
2.93K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 36.79% |
$264K - $318K
|
10.4K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.75KNew |
$259K - $312K
|
2.75K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.71K+ 95.99% |
$255K - $307K
|
5.53K
$686K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$250K - $301K
|
2.65K
$329K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.64KNew |
$249K - $299K
|
2.64K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.62KNew |
$246K - $296K
|
2.62K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.61KNew |
$246K - $296K
|
2.61K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53K+ 26.49% |
$238K - $287K
|
12.1K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.49K+ 98.69% |
$234K - $282K
|
5.01K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.48KNew |
$233K - $281K
|
2.48K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.42KNew |
$228K - $274K
|
2.42K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.38K+ 26.14% |
$224K - $270K
|
11.5K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.37KNew |
$224K - $269K
|
2.37K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$220K - $265K
|
2.34K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.32KNew |
$218K - $263K
|
2.32K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.3KNew |
$216K - $260K
|
2.3K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.29KNew |
$216K - $259K
|
2.29K
$284K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2.28K+ 56950.0% |
$215K - $258K
|
2.28K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.21KNew |
$208K - $250K
|
2.21K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.19KNew |
$206K - $248K
|
2.19K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.16KNew |
$203K - $244K
|
2.16K
$268K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.13K+ 175.08% |
$201K - $241K
|
3.35K
$415K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.11K+ 9.23% |
$198K - $239K
|
24.9K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 46.95% |
$196K - $236K
|
6.53K
$810K
|