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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.39K+ 18.0% |
$196K - $222K
|
22.2K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.37K+ 36.49% |
$195K - $221K
|
12.6K
$881K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.31KNew |
$191K - $217K
|
3.31K
$231K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$185K - $209K
|
3.2K
$223K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.11K+ 51.52% |
$180K - $203K
|
9.14K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.06K+ 95.83% |
$177K - $200K
|
6.24K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.92K+ 20.34% |
$169K - $191K
|
17.3K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.84K+ 151.36% |
$164K - $186K
|
4.71K
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.8KNew |
$162K - $183K
|
2.8K
$195K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.76K+ 29.72% |
$159K - $181K
|
12K
$841K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.67K+ 19.76% |
$154K - $174K
|
16.2K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.63K+ 13.87% |
$152K - $172K
|
21.6K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.5K+ 16.11% |
$145K - $164K
|
18K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.45K+ 12.94% |
$142K - $160K
|
21.4K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.42K+ 6.07% |
$140K - $158K
|
42.2K
$2.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.41K+ 23.75% |
$139K - $157K
|
12.5K
$876K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.28K+ 0.06% |
$132K - $149K
|
3.9M
$273M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.27KNew |
$131K - $148K
|
2.27K
$158K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.24K+ 2.73% |
$130K - $147K
|
84.4K
$5.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.24K+ 13.83% |
$129K - $146K
|
18.4K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.08K+ 3.37% |
$120K - $136K
|
63.8K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.04K+ 4.49% |
$118K - $133K
|
47.4K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.92K+ 2.16% |
$111K - $125K
|
90.6K
$6.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.9KNew |
$110K - $124K
|
1.9K
$133K
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.9K+ 27.36% |
$109K - $124K
|
8.82K
$616K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.8K+ 3.1% |
$104K - $118K
|
59.7K
$4.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.76K+ 19.04% |
$102K - $115K
|
11K
$769K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.74K+ 34.11% |
$100K - $113K
|
6.82K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.64K+ 25.7% |
$94.5K - $107K
|
8K
$559K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.6K+ 0.18% |
$92.2K - $104K
|
881K
$61.5M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.58K+ 14.4% |
$91K - $103K
|
12.5K
$874K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.43K+ 16.64% |
$82.8K - $93.7K
|
10K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.36K+ 20.1% |
$78.3K - $88.6K
|
8.1K
$565K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.35K+ 4.95% |
$78.2K - $88.6K
|
28.7K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.32K+ 26.4% |
$76.2K - $86.2K
|
6.31K
$441K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 7.17% |
$75.1K - $85K
|
19.4K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.3K+ 1.27% |
$74.9K - $84.8K
|
103K
$7.22M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.29K+ 6.09% |
$74.5K - $84.4K
|
22.5K
$1.57M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$73.8K - $83.6K
|
1.28K
$89.2K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.27K+ 1.58% |
$73.2K - $82.9K
|
81.4K
$5.68M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
1.26K+ 6.17% |
$72.7K - $82.3K
|
21.7K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
1.26K+ 6.17% |
$72.7K - $82.3K
|
21.7K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.26K+ 1.68% |
$72.7K - $82.3K
|
76K
$5.31M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.25K+ 6.51% |
$71.9K - $81.4K
|
20.4K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.24K+ 4.14% |
$71.7K - $81.2K
|
31.2K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.23K+ 2355.77% |
$70.8K - $80.1K
|
1.28K
$89.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.19KNew |
$68.7K - $77.8K
|
1.19K
$83K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.14K+ 3.37% |
$65.7K - $74.4K
|
34.9K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 1.39% |
$63.6K - $71.9K
|
80K
$5.59M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 103.24% |
$60.7K - $68.7K
|
2.07K
$144K
|