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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
47+ 1.07% |
$2.72K - $3.07K
|
4.45K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
45+ 81.82% |
$2.6K - $2.94K
|
100
$6.98K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
43+ 0.84% |
$2.48K - $2.81K
|
5.15K
$359K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
42+ 0.93% |
$2.43K - $2.75K
|
4.54K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 1.2% |
$2.37K - $2.68K
|
3.45K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
38+ 8.19% |
$2.2K - $2.49K
|
502
$35K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
34+ 0.77% |
$1.96K - $2.22K
|
4.48K
$313K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 16.94% |
$1.79K - $2.03K
|
214
$14.9K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 1.55% |
$1.62K - $1.83K
|
1.84K
$128K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26+ 26.0% |
$1.5K - $1.7K
|
126
$8.8K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.46% |
$1.33K - $1.5K
|
4.98K
$348K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18New |
$1.04K - $1.18K
|
18
$1.26K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
17+ 11.49% |
$982 - $1.11K
|
165
$11.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17+ 0.35% |
$982 - $1.11K
|
4.83K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 26.23% |
$924 - $1.05K
|
77
$5.38K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14+ 0.81% |
$809 - $916
|
1.75K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$751 - $850
|
13
$908
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 7.46% |
$578 - $654
|
144
$10.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9+ 2.92% |
$520 - $589
|
317
$22.1K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
9New |
$520 - $589
|
9
$628
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 14.58% |
$404 - $458
|
55
$3.84K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 28.0% |
$404 - $458
|
32
$2.23K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 0.15% |
$347 - $392
|
4.03K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5+ 0.14% |
$289 - $327
|
3.66K
$255K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.1% |
$231 - $262
|
4.1K
$286K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$173 - $196
|
13.2K
$923K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.51% |
$173 - $196
|
592
$41.3K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2+ 0.01% |
$116 - $131
|
16.3K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.03% |
$116 - $131
|
6.17K
$430K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.38% |
$57.8 - $65.4
|
261
$18.2K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$57.8 - $65.4
|
7
$489
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.01% |
$57.8 - $65.4
|
10.1K
$708K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.32% |
$116 - $131
|
619
$43.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 15.79% |
$173 - $196
|
16
$1.12K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 1.98% |
$289 - $327
|
248
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 0.73% |
$347 - $392
|
811
$56.6K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 5.49% |
$520 - $589
|
155
$10.8K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10- 3.69% |
$578 - $654
|
261
$18.2K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-22- 0.54% |
$1.27K - $1.44K
|
4.08K
$285K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-29- 0.71% |
$1.68K - $1.9K
|
4.03K
$282K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-32- 3.02% |
$1.85K - $2.09K
|
1.03K
$71.7K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-36- 0.35% |
$2.08K - $2.35K
|
10.4K
$724K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-41- 34.45% |
$2.37K - $2.68K
|
78
$5.45K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-45- 0.65% |
$2.6K - $2.94K
|
6.84K
$478K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-45- 5.2% |
$2.6K - $2.94K
|
820
$57.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-45- 15.36% |
$2.6K - $2.94K
|
248
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-47- 0.68% |
$2.72K - $3.07K
|
6.84K
$477K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-49- 1.12% |
$2.83K - $3.2K
|
4.32K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 4.73% |
$2.83K - $3.2K
|
987
$68.9K
|