Purchases and Sales Made in Q1 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q1 2022. The information is specifically focused on institutions that hold shares of CMS ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
39+ 0.96% |
$2.41K - $2.73K
|
4.1K
$286K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
39+ 23.93% |
$2.41K - $2.73K
|
202
$14.1K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34New |
$2.1K - $2.38K
|
34
$2.37K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32New |
$1.98K - $2.24K
|
32
$2.23K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
30+ 0.6% |
$1.86K - $2.1K
|
5.03K
$351K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29+ 10.7% |
$1.79K - $2.03K
|
300
$20.9K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29New |
$1.79K - $2.03K
|
29
$2.02K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
29New |
$1.79K - $2.03K
|
29
$2.02K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 1.58% |
$1.73K - $1.96K
|
1.8K
$126K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28New |
$1.73K - $1.96K
|
28
$1.95K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
28+ 0.18% |
$1.73K - $1.96K
|
15.9K
$1.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
26New |
$1.61K - $1.82K
|
26
$1.82K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25New |
$1.55K - $1.75K
|
25
$1.75K
|
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
23+ 0.07% |
$1.42K - $1.61K
|
31.9K
$2.23M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
23+ 0.69% |
$1.42K - $1.61K
|
3.38K
$236K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
19New |
$1.18K - $1.33K
|
19
$1.33K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18+ 2.25% |
$1.11K - $1.26K
|
818
$57.1K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18+ 1.45% |
$1.11K - $1.26K
|
1.26K
$88K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$1.05K - $1.19K
|
17
$1.19K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
16+ 0.02% |
$990 - $1.12K
|
96K
$6.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16New |
$990 - $1.12K
|
16
$1.12K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16New |
$990 - $1.12K
|
16
$1.12K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.48% |
$928 - $1.05K
|
3.12K
$218K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.59% |
$928 - $1.05K
|
595
$41.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15+ 44.12% |
$928 - $1.05K
|
49
$3.42K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12New |
$742 - $840
|
12
$838
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.71% |
$742 - $840
|
1.71K
$119K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
11New |
$680 - $770
|
11
$768
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
10+ 5.75% |
$619 - $700
|
184
$12.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 1.22% |
$557 - $630
|
746
$52.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$495 - $560
|
4.78K
$334K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 6.45% |
$371 - $420
|
99
$6.91K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$371 - $420
|
6.92K
$483K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.33% |
$371 - $420
|
1.84K
$128K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6New |
$371 - $420
|
6
$419
|
|
|
May 13, 2022
Q1 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6+ 0.0% |
$371 - $420
|
273K
$19.1M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
5+ 38.46% |
$309 - $350
|
18
$1.26K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.12% |
$309 - $350
|
4.01K
$280K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.61% |
$247 - $280
|
253
$17.7K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4+ 0.04% |
$247 - $280
|
9.66K
$675K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$186 - $210
|
3
$209
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$124 - $140
|
247
$17.2K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$61.9 - $70
|
1
$69.8
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$61.9 - $70
|
4.82K
$337K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2- 0.41% |
$124 - $140
|
484
$33.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.82% |
$124 - $140
|
241
$16.8K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-6- 6.82% |
$371 - $420
|
82
$5.73K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$804 - $910
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-14Closed |
$866 - $980
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-30Closed |
$1.86K - $2.1K
|
0
$0
|