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 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-55- 0.22% |
$3.36K - $4.05K
|
25K
$1.73M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 7.53% |
$3.61K - $4.34K
|
725
$50.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-65Closed |
$3.98K - $4.78K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-68Closed |
$4.16K - $5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-89- 1.98% |
$5.44K - $6.55K
|
4.4K
$304K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-91- 4.96% |
$5.57K - $6.69K
|
1.75K
$121K
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-96- 0.35% |
$5.87K - $7.06K
|
27K
$1.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 3.16% |
$5.93K - $7.14K
|
2.98K
$206K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-98- 4.77% |
$5.99K - $7.21K
|
1.96K
$135K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-103Closed |
$6.3K - $7.58K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-111- 1.38% |
$6.79K - $8.17K
|
7.92K
$548K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-120- 1.04% |
$7.34K - $8.83K
|
11.5K
$793K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-122Closed |
$7.46K - $8.97K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-126- 2.72% |
$7.71K - $9.27K
|
4.5K
$312K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-165- 4.27% |
$10.1K - $12.1K
|
3.7K
$256K
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-180- 3.72% |
$11K - $13.2K
|
4.66K
$323K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 1.07% |
$12.2K - $14.7K
|
18.5K
$1.28M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-208- 1.78% |
$12.7K - $15.3K
|
11.5K
$793K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-237- 5.17% |
$14.5K - $17.4K
|
4.35K
$301K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-242- 0.79% |
$14.8K - $17.8K
|
30.3K
$2.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-247Closed |
$15.1K - $18.2K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-262- 3.02% |
$16K - $19.3K
|
8.41K
$581K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-270- 1.7% |
$16.5K - $19.9K
|
15.6K
$1.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-274- 1.82% |
$16.8K - $20.2K
|
14.8K
$1.02M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-283- 0.39% |
$17.3K - $20.8K
|
72.6K
$5.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-293- 1.72% |
$17.9K - $21.6K
|
16.7K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-300Closed |
$18.3K - $22.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-311- 8.32% |
$19K - $22.9K
|
3.43K
$237K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-322- 0.27% |
$19.7K - $23.7K
|
121K
$8.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-322- 0.27% |
$19.7K - $23.7K
|
121K
$8.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-322Closed |
$19.7K - $23.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-345- 26.66% |
$21.1K - $25.4K
|
949
$65.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-383- 12.98% |
$23.4K - $28.2K
|
2.57K
$178K
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-408- 2.28% |
$25K - $30K
|
17.5K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-408- 2.28% |
$25K - $30K
|
17.5K
$1.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-427- 18.57% |
$26.1K - $31.4K
|
1.87K
$130K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-430- 0.77% |
$26.3K - $31.6K
|
55.4K
$3.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-440- 0.85% |
$26.9K - $32.4K
|
51.2K
$3.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-506- 11.84% |
$30.9K - $37.2K
|
3.77K
$261K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-506Closed |
$30.9K - $37.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-520- 1.58% |
$31.8K - $38.3K
|
32.4K
$2.24M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-526- 6.84% |
$32.2K - $38.7K
|
7.16K
$495K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-549- 14.58% |
$33.6K - $40.4K
|
3.22K
$222K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-555Closed |
$33.9K - $40.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-559- 1.75% |
$34.2K - $41.1K
|
31.3K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-598- 16.63% |
$36.6K - $44K
|
3K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-607- 15.81% |
$37.1K - $44.7K
|
3.23K
$224K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-623- 6.69% |
$38.1K - $45.8K
|
8.69K
$601K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-626- 5.74% |
$38.3K - $46K
|
10.3K
$711K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-628- 28.25% |
$38.4K - $46.2K
|
1.6K
$110K
|