 |
|
|
This page summarizes the DTE holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether DTE is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing DTE Share Count |
|---|
| Janney Montgomery Scott LLC |
7,563 |
41,335 |
+33,772 |
+446.54% |
| PFG Investments LLC |
2,040 |
9,804 |
+7,764 |
+380.59% |
| GoalVest Advisory LLC |
60 |
210 |
+150 |
+250.00% |
| Sigma Planning Corp |
18,053 |
53,877 |
+35,824 |
+198.44% |
| Retirement Guys Formula LLC |
2,817 |
8,299 |
+5,482 |
+194.60% |
| SYSTM Wealth Solutions LLC |
721 |
1,903 |
+1,182 |
+163.94% |
| Private Trust Co. NA |
957 |
2,102 |
+1,145 |
+119.64% |
| Capstone Investment Advisors LLC |
5,621 |
11,987 |
+6,366 |
+113.25% |
| Rise Advisors LLC |
144 |
273 |
+129 |
+89.58% |
| Valley National Advisers Inc. |
35 |
64 |
+29 |
+82.86% |
| Salomon & Ludwin LLC |
237 |
432 |
+195 |
+82.28% |
| Spire Wealth Management |
383 |
632 |
+249 |
+65.01% |
| BI Asset Management Fondsmaeglerselskab A S |
7,176 |
11,482 |
+4,306 |
+60.01% |
| Raymond James & Associates |
209,488 |
333,766 |
+124,278 |
+59.32% |
| Financial Management Professionals Inc. |
21 |
33 |
+12 |
+57.14% |
| Wsfs Capital Management LLC |
2,024 |
3,008 |
+984 |
+48.62% |
| Harbor Investment Advisory LLC |
39 |
57 |
+18 |
+46.15% |
| Private Advisor Group LLC |
11,486 |
16,342 |
+4,856 |
+42.28% |
| Whittier Trust Co. of Nevada Inc. |
78 |
108 |
+30 |
+38.46% |
| Bruce G. Allen Investments LLC |
45 |
61 |
+16 |
+35.56% |
| V Square Quantitative Management LLC |
2,358 |
3,187 |
+829 |
+35.16% |
| Kestra Private Wealth Services LLC |
3,312 |
4,337 |
+1,025 |
+30.95% |
| Daiwa Securities Group Inc. |
18,414 |
23,670 |
+5,256 |
+28.54% |
| Cyndeo Wealth Partners LLC |
37,859 |
48,389 |
+10,530 |
+27.81% |
| Patton Albertson Miller Group LLC |
33,657 |
42,710 |
+9,053 |
+26.90% |
| GAMMA Investing LLC |
2,288 |
2,861 |
+573 |
+25.04% |
| Princeton Global Asset Management LLC |
4,031 |
4,825 |
+794 |
+19.70% |
| Wealthfront Advisers LLC |
10,618 |
12,520 |
+1,902 |
+17.91% |
| Signal Advisors Wealth LLC |
2,190 |
2,567 |
+377 |
+17.21% |
| Perigon Wealth Management LLC |
8,112 |
9,447 |
+1,335 |
+16.46% |
| Tokio Marine Asset Management Co. Ltd. |
4,608 |
5,355 |
+747 |
+16.21% |
| Wealth Enhancement Advisory Services LLC |
12,079 |
13,990 |
+1,911 |
+15.82% |
| Stephenson National Bank & Trust |
1,439 |
1,664 |
+225 |
+15.64% |
| City Holding Co. |
7,322 |
8,402 |
+1,080 |
+14.75% |
| Assenagon Asset Management S.A. |
5,781 |
6,480 |
+699 |
+12.09% |
| United Community Bank |
662 |
732 |
+70 |
+10.57% |
| Richardson Financial Services Inc. |
1,615 |
1,780 |
+165 |
+10.22% |
| Oregon Public Employees Retirement Fund |
16,092 |
17,644 |
+1,552 |
+9.64% |
| New York State Teachers Retirement System |
214,749 |
234,784 |
+20,035 |
+9.33% |
| BKD Wealth Advisors LLC |
15,186 |
16,544 |
+1,358 |
+8.94% |
| Apollon Wealth Management LLC |
2,477 |
2,696 |
+219 |
+8.84% |
| Veriti Management LLC |
6,420 |
6,949 |
+529 |
+8.24% |
| Csenge Advisory Group |
2,614 |
2,828 |
+214 |
+8.19% |
| Capital Advisors Ltd. LLC |
25 |
27 |
+2 |
+8.00% |
| DekaBank Deutsche Girozentrale |
33,066 |
35,498 |
+2,432 |
+7.35% |
| Morton Community Bank |
24,095 |
25,810 |
+1,715 |
+7.12% |
| Pinnacle Associates Ltd. |
5,573 |
5,955 |
+382 |
+6.85% |
| Pallas Capital Advisors LLC |
24,915 |
26,458 |
+1,543 |
+6.19% |
| S.A. Mason LLC |
959 |
1,014 |
+55 |
+5.74% |
| Mutual of America Capital Management LLC |
31,462 |
33,052 |
+1,590 |
+5.05% |
| Spirit of America Management Corp NY |
6,400 |
6,700 |
+300 |
+4.69% |
| Proequities Inc. |
5,199 |
5,438 |
+239 |
+4.60% |
| Lincoln National Corp |
2,744 |
2,858 |
+114 |
+4.15% |
| Leeward Investments LLC MA |
128,990 |
134,138 |
+5,148 |
+3.99% |
| Alaska Permanent Fund Corp |
1,624 |
1,687 |
+63 |
+3.88% |
| Planning Capital Management Corp |
31,560 |
32,778 |
+1,218 |
+3.86% |
| Copperwynd Financial LLC |
5,009 |
5,199 |
+190 |
+3.79% |
| Cigna Investments Inc. New |
2,110 |
2,184 |
+74 |
+3.51% |
| Blue Chip Partners Inc. |
116,779 |
120,717 |
+3,938 |
+3.37% |
| Hummer Financial Advisory Services Inc |
4,413 |
4,553 |
+140 |
+3.17% |
| Brookstone Capital Management |
2,728 |
2,809 |
+81 |
+2.97% |
| HB Wealth Management LLC |
2,654 |
2,732 |
+78 |
+2.94% |
| First Horizon Advisors Inc. |
346 |
356 |
+10 |
+2.89% |
| BNP Paribas Arbitrage SA |
164,749 |
169,340 |
+4,591 |
+2.79% |
| TFC Financial Management |
38 |
39 |
+1 |
+2.63% |
| CPR Investments Inc. |
2,221 |
2,271 |
+50 |
+2.25% |
| Parkside Financial Bank & Trust |
499 |
510 |
+11 |
+2.20% |
| Center for Financial Planning Inc. |
4,867 |
4,972 |
+105 |
+2.16% |
| Hexagon Capital Partners LLC |
773 |
789 |
+16 |
+2.07% |
| Stratos Wealth Partners LTD. |
2,014 |
2,055 |
+41 |
+2.04% |
| Caldwell Sutter Capital Inc. |
315 |
320 |
+5 |
+1.59% |
| Principal Financial Group Inc. |
250,741 |
254,477 |
+3,736 |
+1.49% |
| Cambridge Investment Research Advisors Inc. |
33,581 |
34,011 |
+430 |
+1.28% |
| Asset Management One Co. Ltd. |
108,155 |
109,444 |
+1,289 |
+1.19% |
| Fifth Third Bancorp |
8,514 |
8,602 |
+88 |
+1.03% |
| Burkett Financial Services LLC |
1,104 |
1,115 |
+11 |
+1.00% |
| Oxler Private Wealth LLC |
2,131 |
2,151 |
+20 |
+0.94% |
| RSM US Wealth Management LLC |
5,168 |
5,213 |
+45 |
+0.87% |
| WFA Asset Management Corp |
349 |
352 |
+3 |
+0.86% |
| Avitas Wealth Management LLC |
23,303 |
23,502 |
+199 |
+0.85% |
| SOA Wealth Advisors LLC. |
502 |
506 |
+4 |
+0.80% |
| IFM Investors Pty Ltd |
42,116 |
42,442 |
+326 |
+0.77% |
| Fermata Advisors LLC |
1,831 |
1,842 |
+11 |
+0.60% |
| Czech National Bank |
36,110 |
36,325 |
+215 |
+0.60% |
| Sigma Investment Counselors Inc. |
7,046 |
7,079 |
+33 |
+0.47% |
| Financial Perspectives Inc |
1,322 |
1,328 |
+6 |
+0.45% |
| North Star Investment Management Corp. |
5,959 |
5,977 |
+18 |
+0.30% |
| Fulton Bank N.A. |
15,050 |
15,094 |
+44 |
+0.29% |
| Retirement Systems of Alabama |
45,441 |
45,568 |
+127 |
+0.28% |
| Huntington National Bank |
18,023 |
18,071 |
+48 |
+0.27% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
20,053 |
20,102 |
+49 |
+0.24% |
| State of Michigan Retirement System |
56,477 |
56,577 |
+100 |
+0.18% |
| Acorn Wealth Advisors LLC |
5,311 |
5,320 |
+9 |
+0.17% |
| SJS Investment Consulting Inc. |
3,665 |
3,668 |
+3 |
+0.08% |
| 13F Filers Reporting New Positions In DTE |
|---|
| Planning Alternatives Ltd. ADV |
0 |
15,433 |
+15,433 |
+100% |
| Clifford Swan Investment Counsel LLC |
0 |
1,800 |
+1,800 |
+100% |
| WASHINGTON TRUST Co |
0 |
500 |
+500 |
+100% |
| Denali Advisors LLC |
0 |
300 |
+300 |
+100% |
| Farmers Trust Co. |
0 |
2,508 |
+2,508 |
+100% |
| Founders Financial Securities LLC |
0 |
7,156 |
+7,156 |
+100% |
| Benjamin F. Edwards & Company Inc. |
0 |
1,451 |
+1,451 |
+100% |
| Exchange Traded Concepts LLC |
0 |
5,598 |
+5,598 |
+100% |
| YHB Investment Advisors Inc. |
0 |
215 |
+215 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
4,193 |
+4,193 |
+100% |
| Riverview Trust Co |
0 |
1,375 |
+1,375 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
1,529 |
+1,529 |
+100% |
| Trust Point Inc. |
0 |
2,459 |
+2,459 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
2,009 |
+2,009 |
+100% |
| Summit Global Investments |
0 |
6,189 |
+6,189 |
+100% |
| First Command Advisory Services Inc. |
0 |
852 |
+852 |
+100% |
| Triton Wealth Management PLLC |
0 |
1,829 |
+1,829 |
+100% |
| JNB Advisors LLC |
0 |
1,979 |
+1,979 |
+100% |
| LifeSteps Financial Inc. |
0 |
82 |
+82 |
+100% |
| Lloyd Advisory Services LLC. |
0 |
6,850 |
+6,850 |
+100% |
| Procyon Private Wealth Partners LLC |
0 |
9,206 |
+9,206 |
+100% |
| Sovereign Financial Group Inc. |
0 |
3,363 |
+3,363 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
100 |
+100 |
+100% |
| Stonegate Investment Group LLC |
0 |
2,588 |
+2,588 |
+100% |
| Simplicity Wealth LLC |
0 |
4,319 |
+4,319 |
+100% |
| Global Assets Advisory LLC |
0 |
110,730 |
+110,730 |
+100% |
| Fidelis Capital Partners LLC |
0 |
1,319 |
+1,319 |
+100% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
0 |
2,420 |
+2,420 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
5 |
+5 |
+100% |
| Smartleaf Asset Management LLC |
0 |
542 |
+542 |
+100% |
| nVerses Capital LLC |
0 |
1,600 |
+1,600 |
+100% |
| Foguth Wealth Management LLC. |
0 |
2,272 |
+2,272 |
+100% |
| Mediolanum International Funds Ltd |
0 |
70,329 |
+70,329 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adams Diversified Equity Fund Inc. |
137,400 |
137,400 |
UNCH |
0.00% |
| Romano Brothers AND Company |
2,640 |
2,640 |
UNCH |
0.00% |
| Essex Investment Management Co. LLC |
735 |
735 |
UNCH |
0.00% |
| Rowland & Co. Investment Counsel ADV |
1,206 |
1,206 |
UNCH |
0.00% |
| Horizon Bancorp Inc. IN |
347 |
347 |
UNCH |
0.00% |
| First Financialcorp IN |
235 |
235 |
UNCH |
0.00% |
| Affinity Wealth Management LLC |
2,459 |
2,459 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
100 |
100 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
489 |
489 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
2,135 |
2,135 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
400 |
400 |
UNCH |
0.00% |
| NBT Bank N A NY |
2,684 |
2,684 |
UNCH |
0.00% |
| UMB Bank N A MO |
698 |
698 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
543 |
543 |
UNCH |
0.00% |
| Charter Trust Co. |
1,849 |
1,849 |
UNCH |
0.00% |
| Adirondack Trust Co. |
1,010 |
1,010 |
UNCH |
0.00% |
| Albion Financial Group UT |
47 |
47 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
84,112 |
84,112 |
UNCH |
0.00% |
| Webster Bank N. A. |
995 |
995 |
UNCH |
0.00% |
| Trust Co. of Vermont |
66 |
66 |
UNCH |
0.00% |
| Whittier Trust Co. |
3,345 |
3,345 |
UNCH |
0.00% |
| Hollencrest Capital Management |
25 |
25 |
UNCH |
0.00% |
| Hussman Strategic Advisors Inc. |
100 |
100 |
UNCH |
0.00% |
| Nordea Investment Management AB |
9,474 |
9,474 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
140 |
140 |
UNCH |
0.00% |
| American National Bank |
822 |
822 |
UNCH |
0.00% |
| Regions Financial Corp |
3,144 |
3,144 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
2,616 |
2,616 |
UNCH |
0.00% |
| Legacy Private Trust Co. |
5,288 |
5,288 |
UNCH |
0.00% |
| West Oak Capital LLC |
115 |
115 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
1,359 |
1,359 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
5 |
5 |
UNCH |
0.00% |
| Palisade Asset Management LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Asset Dedication LLC |
221 |
221 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
100,072 |
100,072 |
UNCH |
0.00% |
| McKinley Carter Wealth Services Inc. |
3,827 |
3,827 |
UNCH |
0.00% |
| Wellington Shields & Co. LLC |
3,500 |
3,500 |
UNCH |
0.00% |
| Mather Group LLC. |
2,022 |
2,022 |
UNCH |
0.00% |
| Alta Advisers Ltd |
600 |
600 |
UNCH |
0.00% |
| Aspen Investment Management Inc |
2,088 |
2,088 |
UNCH |
0.00% |
| JNBA Financial Advisors |
12 |
12 |
UNCH |
0.00% |
| Strategic Advisors LLC |
48,838 |
48,838 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
59 |
59 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
16,959 |
16,959 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
1,319 |
1,319 |
UNCH |
0.00% |
| MCF Advisors LLC |
2,011 |
2,011 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
214 |
214 |
UNCH |
0.00% |
| Symmetry Partners LLC |
2,254 |
2,254 |
UNCH |
0.00% |
| Bogart Wealth LLC |
100 |
100 |
UNCH |
0.00% |
| PrairieView Partners LLC |
1 |
1 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
337 |
337 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
676 |
676 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
180 |
180 |
UNCH |
0.00% |
| Versant Capital Management Inc |
445 |
445 |
UNCH |
0.00% |
| LFA Lugano Financial Advisors SA |
1,082 |
1,082 |
UNCH |
0.00% |
| WealthBridge Capital Management LLC |
2,505 |
2,505 |
UNCH |
0.00% |
| Inscription Capital LLC |
3,010 |
3,010 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
65 |
65 |
UNCH |
0.00% |
| Avion Wealth |
16 |
16 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
15,730 |
15,730 |
UNCH |
0.00% |
| Arbor Trust Wealth Advisors LLC |
2,278 |
2,278 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
635 |
635 |
UNCH |
0.00% |
| Parcion Private Wealth LLC |
5,464 |
5,464 |
UNCH |
0.00% |
| PBMares Wealth Management LLC |
2,301 |
2,301 |
UNCH |
0.00% |
| CVA Family Office LLC |
140 |
140 |
UNCH |
0.00% |
| Concord Wealth Partners |
821 |
821 |
UNCH |
0.00% |
| Fortis Group Advisors LLC |
3,119 |
3,119 |
UNCH |
0.00% |
| City State Bank |
250 |
250 |
UNCH |
0.00% |
| Quent Capital LLC |
8 |
8 |
UNCH |
0.00% |
| Comprehensive Financial Consultants Institutional Inc. |
3,082 |
3,082 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
100 |
100 |
UNCH |
0.00% |
| Dakota Community Bank & Trust NA |
400 |
400 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
914 |
914 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
14 |
14 |
UNCH |
0.00% |
| GEM Asset Management LLC |
3,625 |
3,625 |
UNCH |
0.00% |
| Kaydan Wealth Management Inc. |
2,797 |
2,797 |
UNCH |
0.00% |
| Park Place Capital Corp |
13 |
13 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
9 |
9 |
UNCH |
0.00% |
| Union Savings Bank |
100 |
100 |
UNCH |
0.00% |
| Kingswood Wealth Advisors LLC |
5,317 |
5,317 |
UNCH |
0.00% |
| CGC Financial Services LLC |
101 |
101 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
80 |
80 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
9 |
9 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
1,044 |
1,044 |
UNCH |
0.00% |
| Gilliland Jeter Wealth Management LLC |
22,425 |
22,425 |
UNCH |
0.00% |
| Arbor Wealth Advisors LLC |
3,808 |
3,808 |
UNCH |
0.00% |
| Sachetta LLC |
12 |
12 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
47 |
47 |
UNCH |
0.00% |
| 13F Filers Decreasing DTE Share Count |
|---|
| Gradient Investments LLC |
2,090 |
698 |
-1,392 |
-66.60% |
| Oakworth Capital Inc. |
884 |
508 |
-376 |
-42.53% |
| JFS Wealth Advisors LLC |
21 |
13 |
-8 |
-38.10% |
| Householder Group Estate & Retirement Specialist LLC |
418 |
269 |
-149 |
-35.65% |
| Secure Asset Management LLC |
7,688 |
5,086 |
-2,602 |
-33.84% |
| Fortitude Family Office LLC |
178 |
125 |
-53 |
-29.78% |
| Confluence Wealth Services Inc. |
4,153 |
3,089 |
-1,064 |
-25.62% |
| Advance Capital Management Inc. |
4,715 |
3,524 |
-1,191 |
-25.26% |
| NBC Securities Inc. |
1,145 |
870 |
-275 |
-24.02% |
| Prestige Wealth Management Group LLC |
55 |
42 |
-13 |
-23.64% |
| Arlington Trust Co LLC |
10 |
8 |
-2 |
-20.00% |
| Allspring Global Investments Holdings LLC |
195,245 |
157,287 |
-37,958 |
-19.44% |
| Larson Financial Group LLC |
14,497 |
11,997 |
-2,500 |
-17.24% |
| Miller Howard Investments Inc. NY |
14,697 |
12,286 |
-2,411 |
-16.40% |
| Amalgamated Bank |
50,916 |
42,663 |
-8,253 |
-16.21% |
| Natixis Advisors L.P. |
194,531 |
164,369 |
-30,162 |
-15.50% |
| Mn Services Vermogensbeheer B.V. |
98,047 |
83,447 |
-14,600 |
-14.89% |
| CWM LLC |
11,256 |
9,851 |
-1,405 |
-12.48% |
| Capital Asset Advisory Services LLC |
3,990 |
3,500 |
-490 |
-12.28% |
| Montecito Bank & Trust |
4,241 |
3,751 |
-490 |
-11.55% |
| Arvest Investments Inc. |
23,409 |
20,766 |
-2,643 |
-11.29% |
| Gateway Investment Advisers LLC |
2,039 |
1,821 |
-218 |
-10.69% |
| B.O.S.S. Retirement Advisors LLC |
11,879 |
10,621 |
-1,258 |
-10.59% |
| Salem Investment Counselors Inc. |
107 |
96 |
-11 |
-10.28% |
| Hennion & Walsh Asset Management Inc. |
11,794 |
10,621 |
-1,173 |
-9.95% |
| Venturi Wealth Management LLC |
4,978 |
4,563 |
-415 |
-8.34% |
| State of Alaska Department of Revenue |
33,587 |
30,997 |
-2,590 |
-7.71% |
| Massmutual Trust Co. FSB ADV |
3,987 |
3,684 |
-303 |
-7.60% |
| Yousif Capital Management LLC |
37,852 |
35,019 |
-2,833 |
-7.48% |
| Global Retirement Partners LLC |
751 |
695 |
-56 |
-7.46% |
| Securian Asset Management Inc |
13,028 |
12,111 |
-917 |
-7.04% |
| DAVENPORT & Co LLC |
2,565 |
2,386 |
-179 |
-6.98% |
| GPS Wealth Strategies Group LLC |
1,009 |
944 |
-65 |
-6.44% |
| Jennison Associates LLC |
911,537 |
855,389 |
-56,148 |
-6.16% |
| Signaturefd LLC |
2,924 |
2,754 |
-170 |
-5.81% |
| Mirae Asset Global Investments Co. Ltd. |
38,737 |
36,577 |
-2,160 |
-5.58% |
| CAPROCK Group Inc. |
2,298 |
2,171 |
-127 |
-5.53% |
| Allworth Financial LP |
6,851 |
6,493 |
-358 |
-5.23% |
| Pinnacle Wealth Management Group Inc. |
3,224 |
3,058 |
-166 |
-5.15% |
| Raymond James Financial Services Advisors Inc. |
47,798 |
45,387 |
-2,411 |
-5.04% |
| AdvisorNet Financial Inc |
388 |
369 |
-19 |
-4.90% |
| Raymond James Trust N.A. |
4,204 |
4,010 |
-194 |
-4.61% |
| Hennessy Advisors Inc. |
54,704 |
52,304 |
-2,400 |
-4.39% |
| SkyOak Wealth LLC |
2,202 |
2,111 |
-91 |
-4.13% |
| Louisiana State Employees Retirement System |
12,500 |
12,000 |
-500 |
-4.00% |
| Stephens Consulting LLC |
3,997 |
3,842 |
-155 |
-3.88% |
| Hartford Investment Management Co. |
13,906 |
13,380 |
-526 |
-3.78% |
| Nisa Investment Advisors LLC |
54,630 |
52,585 |
-2,045 |
-3.74% |
| Chicago Capital LLC |
4,218 |
4,074 |
-144 |
-3.41% |
| Strategic Investment Advisors MI |
10,684 |
10,324 |
-360 |
-3.37% |
| Commonwealth Equity Services LLC |
93,659 |
90,561 |
-3,098 |
-3.31% |
| Victory Capital Management Inc. |
465,032 |
449,875 |
-15,157 |
-3.26% |
| Creative Financial Designs Inc. ADV |
223 |
216 |
-7 |
-3.14% |
| Centennial Wealth Advisory LLC |
5,368 |
5,204 |
-164 |
-3.06% |
| OLD National Bancorp IN |
11,935 |
11,577 |
-358 |
-3.00% |
| Ronald Blue Trust Inc. |
1,872 |
1,819 |
-53 |
-2.83% |
| New Mexico Educational Retirement Board |
10,696 |
10,396 |
-300 |
-2.80% |
| Greenleaf Trust |
5,838 |
5,692 |
-146 |
-2.50% |
| Sequoia Financial Advisors LLC |
12,914 |
12,614 |
-300 |
-2.32% |
| Probity Advisors Inc. |
6,594 |
6,444 |
-150 |
-2.27% |
| Geneos Wealth Management Inc. |
608 |
596 |
-12 |
-1.97% |
| Retirement Income Solutions Inc |
2,763 |
2,727 |
-36 |
-1.30% |
| Dynamic Advisor Solutions LLC |
1,982 |
1,957 |
-25 |
-1.26% |
| Rehmann Capital Advisory Group |
2,899 |
2,864 |
-35 |
-1.21% |
| California Public Employees Retirement System |
1,242,920 |
1,229,111 |
-13,809 |
-1.11% |
| MV Capital Management Inc. |
280 |
277 |
-3 |
-1.07% |
| Peddock Capital Advisors LLC |
9,103 |
9,011 |
-92 |
-1.01% |
| Fiduciary Alliance LLC |
10,219 |
10,127 |
-92 |
-0.90% |
| Sumitomo Mitsui Trust Holdings Inc. |
500,933 |
496,580 |
-4,353 |
-0.87% |
| Tsfg LLC |
238 |
236 |
-2 |
-0.84% |
| Quantum Financial Advisors LLC |
1,963 |
1,949 |
-14 |
-0.71% |
| Capital Investment Advisors LLC |
6,465 |
6,421 |
-44 |
-0.68% |
| Zurcher Kantonalbank Zurich Cantonalbank |
49,507 |
49,187 |
-320 |
-0.65% |
| Commerce Bank |
20,293 |
20,167 |
-126 |
-0.62% |
| Chevy Chase Trust Holdings Inc. |
115,173 |
114,540 |
-633 |
-0.55% |
| Park Avenue Securities LLC |
10,237 |
10,182 |
-55 |
-0.54% |
| CENTRAL TRUST Co |
3,900 |
3,895 |
-5 |
-0.13% |
| Lindbrook Capital LLC |
968 |
967 |
-1 |
-0.10% |
| Bank of New York Mellon Corp |
1,432,426 |
1,431,533 |
-893 |
-0.06% |
| 13F Filers Exiting DTE |
|---|
| Turtle Creek Wealth Advisors LLC |
14 |
0 |
-14 |
-100.00% |
| Linden Thomas Advisory Services LLC |
6,853 |
0 |
-6,853 |
-100.00% |
| Beacon Bridge Wealth Partners LLC |
2,023 |
0 |
-2,023 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
25 |
0 |
-25 |
-100.00% |
| Northern Financial Advisors Inc |
3,560 |
0 |
-3,560 |
-100.00% |
| SC&H Financial Advisors Inc. |
2,015 |
0 |
-2,015 |
-100.00% |
| Peterson Financial Group Inc. |
3,571 |
0 |
-3,571 |
-100.00% |
| Berger Financial Group Inc |
39,735 |
0 |
-39,735 |
-100.00% |
| International Assets Investment Management LLC |
59,917 |
0 |
-59,917 |
-100.00% |
| PSI Advisors LLC |
187 |
0 |
-187 |
-100.00% |
| Glassman Wealth Services |
918 |
0 |
-918 |
-100.00% |
| Compagnie Lombard Odier SCmA |
370 |
0 |
-370 |
-100.00% |
| Beacon Capital Management Inc. |
260 |
0 |
-260 |
-100.00% |
| FDx Advisors Inc. |
2,339 |
0 |
-2,339 |
-100.00% |
| Simplex Trading LLC |
1,429 |
0 |
-1,429 |
-100.00% |
| Hartline Investment Corp |
1,948 |
0 |
-1,948 |
-100.00% |
| Van ECK Associates Corp |
2,987 |
0 |
-2,987 |
-100.00% |
See Summary: Institutional Holders of DTE
See Details: Top 10 Hedge Funds Holding DTE
Also See: DTE Insider Buying
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