Purchases and Sales Made in Q1 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q1 2023. 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 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
11K+ 10.59% |
$638K - $722K
|
115K
$7.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
11K+ 26.83% |
$636K - $719K
|
52K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 328.5% |
$614K - $695K
|
13.9K
$959K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.5K+ 11.23% |
$606K - $686K
|
104K
$7.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9.69K+ 194.32% |
$560K - $634K
|
14.7K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.24K+ 3176.63% |
$534K - $605K
|
9.54K
$660K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
9.14K+ 21.39% |
$528K - $597K
|
51.8K
$3.59M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.11KNew |
$527K - $596K
|
9.11K
$631K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.08KNew |
$525K - $594K
|
9.08K
$628K
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
8.8KNew |
$508K - $576K
|
8.8K
$609K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.6K+ 28.47% |
$497K - $562K
|
38.8K
$2.68M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
8.52K+ 21.22% |
$492K - $557K
|
48.7K
$3.37M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.28K+ 33.16% |
$478K - $541K
|
33.2K
$2.3M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
8.16K+ 5.46% |
$471K - $533K
|
158K
$10.9M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
7.95K+ 8.59% |
$459K - $520K
|
101K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
7.85K+ 10.36% |
$454K - $513K
|
83.6K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.8KNew |
$451K - $510K
|
7.8K
$540K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
6.58K+ 1.44% |
$380K - $430K
|
463K
$32M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.4K+ 125.11% |
$370K - $419K
|
11.5K
$797K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$370K - $418K
|
6.4K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.23KNew |
$360K - $408K
|
6.23K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.17KNew |
$357K - $404K
|
6.17K
$427K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.11KNew |
$353K - $400K
|
6.11K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.08K+ 2.37% |
$352K - $398K
|
263K
$18.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.89KNew |
$340K - $385K
|
5.89K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.87K+ 15.44% |
$339K - $384K
|
43.8K
$3.03M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
5.86KNew |
$339K - $383K
|
5.86K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
5.1KNew |
$295K - $334K
|
5.1K
$353K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
5.1K+ 3.88% |
$295K - $334K
|
137K
$9.46M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.06K+ 8.51% |
$292K - $331K
|
64.5K
$4.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.98K+ 14.09% |
$288K - $326K
|
40.3K
$2.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.86KNew |
$281K - $318K
|
4.86K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.84K+ 25.15% |
$279K - $316K
|
24.1K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.78KNew |
$276K - $312K
|
4.78K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.71KNew |
$272K - $308K
|
4.71K
$326K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.53K+ 32.03% |
$262K - $296K
|
18.7K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.4K+ 3.18% |
$254K - $288K
|
143K
$9.87M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.33K+ 5.87% |
$250K - $283K
|
78K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.2K+ 18.14% |
$243K - $275K
|
27.4K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.16K+ 12.63% |
$240K - $272K
|
37.1K
$2.57M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.15K+ 16.39% |
$240K - $272K
|
29.5K
$2.04M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
3.91K+ 4.65% |
$226K - $256K
|
88.1K
$6.09M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.71KNew |
$215K - $243K
|
3.71K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.68K+ 3.96% |
$212K - $240K
|
96.6K
$6.68M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.67KNew |
$212K - $240K
|
3.67K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.64K+ 1.92% |
$210K - $238K
|
193K
$13.3M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.54K+ 16.95% |
$205K - $232K
|
24.4K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.49K+ 23.52% |
$202K - $229K
|
18.3K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.48KNew |
$201K - $228K
|
3.48K
$241K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.48KNew |
$201K - $227K
|
3.48K
$241K
|