Purchases and Sales Made in Q1 2023 in Total Energies Se (TTE)
This table provides information about the institutional ownership of Total Energies Se (TTE) during Q1 2023. The information is specifically focused on institutions that hold shares of TotalEnergies SE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.94K+ 2.34% |
$108K - $126K
|
84.7K
$5.81M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.94K+ 1.17% |
$108K - $126K
|
168K
$11.5M
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.93KNew |
$108K - $125K
|
1.93K
$133K
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.92K+ 18.67% |
$107K - $125K
|
12.2K
$839K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 37.72% |
$103K - $120K
|
6.76K
$464K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.76K+ 1.75% |
$98.2K - $114K
|
103K
$7.04M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 5.9% |
$97K - $113K
|
31.3K
$2.14M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.73K+ 31.05% |
$96.1K - $112K
|
7.28K
$500K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.65K+ 24.9% |
$92K - $107K
|
8.29K
$569K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.63K+ 12.86% |
$90.8K - $106K
|
14.3K
$982K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.6K+ 7.14% |
$89.2K - $104K
|
24K
$1.65M
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
1.59K+ 11.51% |
$88.6K - $103K
|
15.4K
$1.06M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.51K+ 32.81% |
$84.3K - $98.2K
|
6.13K
$421K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 2.0% |
$83.9K - $97.7K
|
76.8K
$5.27M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.48K+ 77.28% |
$82.4K - $96K
|
3.4K
$233K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 9.53% |
$79.7K - $92.8K
|
16.4K
$1.13M
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.42K+ 42.01% |
$79.3K - $92.4K
|
4.81K
$330K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.42K+ 32.13% |
$78.9K - $91.9K
|
5.82K
$400K
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.4K+ 10.81% |
$78K - $90.8K
|
14.4K
$985K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.35K+ 3.49% |
$75.2K - $87.6K
|
40K
$2.74M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.32K+ 6.67% |
$73.7K - $85.9K
|
21.2K
$1.45M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.32K+ 3.55% |
$73.4K - $85.5K
|
38.4K
$2.64M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.29K+ 0.25% |
$71.6K - $83.4K
|
524K
$36M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.27K+ 3.55% |
$70.9K - $82.6K
|
37.1K
$2.55M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 11.27% |
$67.9K - $79.1K
|
12K
$826K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.22K+ 18.0% |
$67.8K - $79K
|
7.99K
$548K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.16K+ 5.35% |
$64.8K - $75.5K
|
22.9K
$1.57M
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.14K+ 7.06% |
$63.7K - $74.2K
|
17.4K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.14K+ 8.26% |
$63.3K - $73.7K
|
14.9K
$1.02M
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.13K+ 24.47% |
$62.8K - $73.2K
|
5.74K
$394K
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.09K+ 16.13% |
$60.8K - $70.8K
|
7.85K
$539K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.03K+ 2.97% |
$57.4K - $66.8K
|
35.7K
$2.45M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 1.16% |
$56.6K - $66K
|
88.7K
$6.08M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 4.75% |
$56K - $65.3K
|
22.2K
$1.52M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
996+ 8.62% |
$55.5K - $64.6K
|
12.6K
$861K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
978+ 348.04% |
$54.5K - $63.5K
|
1.26K
$86.4K
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
969+ 1.41% |
$54K - $62.9K
|
69.9K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
968+ 22.92% |
$53.9K - $62.8K
|
5.19K
$356K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
932+ 2.37% |
$51.9K - $60.5K
|
40.2K
$2.76M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
930+ 11.27% |
$51.8K - $60.3K
|
9.19K
$630K
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
910+ 1.77% |
$50.7K - $59K
|
52.3K
$3.59M
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
870+ 0.61% |
$48.5K - $56.4K
|
143K
$9.78M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
859+ 5.38% |
$47.8K - $55.7K
|
16.8K
$1.15M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
854+ 0.2% |
$47.6K - $55.4K
|
427K
$29.3M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
843+ 13.91% |
$47K - $54.7K
|
6.9K
$474K
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
804+ 6.42% |
$44.8K - $52.2K
|
13.3K
$914K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
786+ 7.7% |
$43.8K - $51K
|
11K
$755K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
772+ 11.75% |
$43K - $50.1K
|
7.34K
$504K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
757+ 9.45% |
$42.2K - $49.1K
|
8.77K
$601K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
748+ 2.23% |
$41.7K - $48.5K
|
34.3K
$2.35M
|