Purchases and Sales Made in Q2 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$856 - $1.03K
|
14
$969
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14+ 0.27% |
$856 - $1.03K
|
5.2K
$360K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
13+ 0.3% |
$795 - $956
|
4.36K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 10.08% |
$795 - $956
|
142
$9.82K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$795 - $956
|
13
$899
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12+ 0.69% |
$734 - $883
|
1.76K
$122K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 23.91% |
$673 - $809
|
57
$3.94K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$489 - $588
|
4.79K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6+ 0.03% |
$367 - $441
|
17.9K
$1.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 4.9% |
$306 - $368
|
107
$7.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
5+ 0.07% |
$306 - $368
|
6.92K
$479K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 0.1% |
$245 - $294
|
4.02K
$278K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$183 - $221
|
3
$208
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 18.75% |
$183 - $221
|
19
$1.31K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.57% |
$122 - $147
|
351
$24.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$61.2 - $73.6
|
2.96K
$205K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$69.2
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$69.2
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.22% |
$61.2 - $73.6
|
83
$5.74K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 1.92% |
$61.2 - $73.6
|
51
$3.53K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1Closed |
$61.2 - $73.6
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1Closed |
$61.2 - $73.6
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2- 0.31% |
$122 - $147
|
645
$44.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.83% |
$122 - $147
|
239
$16.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-4- 0.12% |
$245 - $294
|
3.23K
$223K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-4- 0.46% |
$245 - $294
|
872
$60.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7- 0.07% |
$428 - $515
|
9.65K
$668K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.32% |
$795 - $956
|
4.08K
$282K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-16Closed |
$979 - $1.18K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-16- 0.26% |
$979 - $1.18K
|
6.16K
$426K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17Closed |
$1.04K - $1.25K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-18- 3.72% |
$1.1K - $1.32K
|
466
$32.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18- 6.32% |
$1.1K - $1.32K
|
267
$18.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19Closed |
$1.16K - $1.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-21- 84.0% |
$1.28K - $1.54K
|
4
$277
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 2.5% |
$1.28K - $1.54K
|
819
$56.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.08% |
$1.65K - $1.99K
|
34.5K
$2.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-29Closed |
$1.77K - $2.13K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-29Closed |
$1.77K - $2.13K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-40Closed |
$2.45K - $2.94K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-40- 1.33% |
$2.45K - $2.94K
|
2.96K
$205K
|
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-44- 0.33% |
$2.69K - $3.24K
|
13.2K
$913K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-45- 24.46% |
$2.75K - $3.31K
|
139
$9.62K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-49Closed |
$3K - $3.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-49- 4.61% |
$3K - $3.6K
|
1.02K
$70.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-50- 1.18% |
$3.06K - $3.68K
|
4.21K
$291K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-50- 0.16% |
$3.06K - $3.68K
|
31.8K
$2.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-51Closed |
$3.12K - $3.75K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-53- 1.02% |
$3.24K - $3.9K
|
5.14K
$355K
|