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 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
855+ 8.14% |
$80.5K - $96.9K
|
11.4K
$1.42M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
851New |
$80.2K - $96.4K
|
851
$107K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
797+ 13.16% |
$75.1K - $90.3K
|
6.85K
$860K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
739+ 2.56% |
$69.6K - $83.7K
|
29.6K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
738+ 4.68% |
$69.5K - $83.6K
|
16.5K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
721New |
$67.9K - $81.7K
|
721
$90.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
712+ 50.86% |
$67.1K - $80.7K
|
2.11K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
682+ 3.01% |
$64.2K - $77.3K
|
23.3K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
676+ 18.55% |
$63.7K - $76.6K
|
4.32K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
651+ 533.61% |
$61.3K - $73.8K
|
773
$97K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
623+ 18.5% |
$58.7K - $70.6K
|
3.99K
$501K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
580+ 149.48% |
$54.6K - $65.7K
|
968
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
574New |
$54.1K - $65K
|
574
$72K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
570+ 1.2% |
$53.7K - $64.6K
|
47.9K
$6.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549+ 6.85% |
$51.7K - $62.2K
|
8.57K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
541+ 17.85% |
$51K - $61.3K
|
3.57K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
537+ 14.74% |
$50.6K - $60.9K
|
4.18K
$525K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
535+ 2.05% |
$50.4K - $60.6K
|
26.7K
$3.35M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
510+ 16.83% |
$48K - $57.8K
|
3.54K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
499+ 24.78% |
$47K - $56.5K
|
2.51K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
492New |
$46.3K - $55.8K
|
492
$61.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
489+ 19.75% |
$46.1K - $55.4K
|
2.97K
$372K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
479New |
$45.1K - $54.3K
|
479
$60.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
455New |
$42.9K - $51.6K
|
455
$57.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
453+ 5.24% |
$42.7K - $51.3K
|
9.1K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
443+ 4.32% |
$41.7K - $50.2K
|
10.7K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
435+ 0.77% |
$41K - $49.3K
|
56.7K
$7.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
428+ 17.92% |
$40.3K - $48.5K
|
2.82K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
403+ 15.99% |
$38K - $45.7K
|
2.92K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
399+ 19.63% |
$37.6K - $45.2K
|
2.43K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
372+ 8.43% |
$35K - $42.2K
|
4.79K
$600K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
347+ 4.25% |
$32.7K - $39.3K
|
8.51K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
345+ 0.61% |
$32.5K - $39.1K
|
56.6K
$7.1M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
344New |
$32.4K - $39K
|
344
$43.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
316+ 30.27% |
$29.8K - $35.8K
|
1.36K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
312+ 6.64% |
$29.4K - $35.4K
|
5.01K
$628K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
310+ 4.41% |
$29.2K - $35.1K
|
7.35K
$921K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
309+ 17.08% |
$29.1K - $35K
|
2.12K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
308+ 8.67% |
$29K - $34.9K
|
3.86K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
305+ 1.53% |
$28.7K - $34.6K
|
20.3K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
301+ 4.6% |
$28.4K - $34.1K
|
6.85K
$859K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
288+ 18.18% |
$27.1K - $32.6K
|
1.87K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
276+ 21.36% |
$26K - $31.3K
|
1.57K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
274New |
$25.8K - $31K
|
274
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
268+ 2.89% |
$25.2K - $30.4K
|
9.53K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
266+ 1.97% |
$25.1K - $30.1K
|
13.8K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
263+ 4.61% |
$24.8K - $29.8K
|
5.97K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
262+ 6.48% |
$24.7K - $29.7K
|
4.31K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
253+ 6.1% |
$23.8K - $28.7K
|
4.4K
$552K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
252+ 58.2% |
$23.7K - $28.6K
|
685
$85.9K
|