Purchases and Sales Made in Q2 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
373+ 3.85% |
$21.2K - $23.4K
|
10.1K
$702K
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
369+ 0.35% |
$21K - $23.1K
|
104K
$7.29M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
358+ 3.78% |
$20.4K - $22.4K
|
9.83K
$686K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
336+ 6.5% |
$19.1K - $21K
|
5.5K
$384K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
325+ 0.56% |
$18.5K - $20.4K
|
58K
$4.05M
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
323+ 8.01% |
$18.4K - $20.2K
|
4.36K
$304K
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
323+ 0.17% |
$18.4K - $20.2K
|
186K
$13M
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
305+ 3.27% |
$17.4K - $19.1K
|
9.63K
$672K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
303New |
$17.2K - $19K
|
303
$21.2K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
292+ 2.28% |
$16.6K - $18.3K
|
13.1K
$914K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
272+ 0.65% |
$15.5K - $17K
|
41.9K
$2.93M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
269+ 7.62% |
$15.3K - $16.8K
|
3.8K
$265K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
256+ 33.6% |
$14.6K - $16K
|
1.02K
$71.1K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
251+ 4.43% |
$14.3K - $15.7K
|
5.91K
$413K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 12.09% |
$14.2K - $15.7K
|
2.32K
$162K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
247+ 19.36% |
$14.1K - $15.5K
|
1.52K
$106K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
244+ 30.09% |
$13.9K - $15.3K
|
1.06K
$73.7K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
231+ 0.2% |
$13.1K - $14.5K
|
116K
$8.07M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
230New |
$13.1K - $14.4K
|
230
$16.1K
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
225+ 0.84% |
$12.8K - $14.1K
|
27K
$1.89M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
223+ 66.37% |
$12.7K - $14K
|
559
$39K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
216New |
$12.3K - $13.5K
|
216
$15.1K
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
215+ 2.69% |
$12.2K - $13.5K
|
8.22K
$574K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
213+ 16.14% |
$12.1K - $13.3K
|
1.53K
$107K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
213+ 16.14% |
$12.1K - $13.3K
|
1.53K
$107K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
213+ 0.62% |
$12.1K - $13.3K
|
34.5K
$2.41M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
201+ 4.27% |
$11.4K - $12.6K
|
4.91K
$343K
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
200+ 4.11% |
$11.4K - $12.5K
|
5.06K
$354K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.25% |
$11.4K - $12.5K
|
80.2K
$5.6M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
194+ 2.63% |
$11K - $12.2K
|
7.57K
$528K
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
191+ 0.51% |
$10.9K - $12K
|
37.3K
$2.6M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
181+ 2.9% |
$10.3K - $11.3K
|
6.41K
$448K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
177New |
$10.1K - $11.1K
|
177
$12.4K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 15.22% |
$9.67K - $10.6K
|
1.29K
$89.9K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
168+ 2.73% |
$9.56K - $10.5K
|
6.33K
$442K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
156+ 1.91% |
$8.88K - $9.77K
|
8.32K
$581K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
156+ 19.55% |
$8.88K - $9.77K
|
954
$66.6K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
155+ 1.5% |
$8.82K - $9.71K
|
10.5K
$733K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
130+ 0.73% |
$7.4K - $8.14K
|
17.9K
$1.25M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
127+ 21.45% |
$7.23K - $7.95K
|
719
$50.2K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
127+ 21.45% |
$7.23K - $7.95K
|
719
$50.2K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
117+ 2.85% |
$6.66K - $7.33K
|
4.22K
$294K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
111New |
$6.32K - $6.95K
|
111
$7.75K
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
110+ 0.03% |
$6.26K - $6.89K
|
347K
$24.2M
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
110+ 0.03% |
$6.26K - $6.89K
|
347K
$24.2M
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
109+ 0.47% |
$6.2K - $6.83K
|
23.5K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
108+ 2.03% |
$6.15K - $6.76K
|
5.44K
$380K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
108+ 1.76% |
$6.15K - $6.76K
|
6.23K
$435K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
106+ 1.02% |
$6.03K - $6.64K
|
10.5K
$731K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
102New |
$5.8K - $6.39K
|
102
$7.12K
|