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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
100+ 0.54% |
$5.69K - $6.26K
|
18.7K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.44% |
$5.69K - $6.26K
|
22.7K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
97New |
$5.52K - $6.08K
|
97
$6.67K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
79New |
$4.5K - $4.95K
|
79
$5.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
72New |
$4.1K - $4.51K
|
72
$4.95K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
71+ 0.52% |
$4.04K - $4.45K
|
13.6K
$937K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
67+ 1.88% |
$3.81K - $4.2K
|
3.62K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 4.41% |
$3.76K - $4.13K
|
1.56K
$107K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
64+ 1.32% |
$3.64K - $4.01K
|
4.91K
$338K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63+ 0.31% |
$3.58K - $3.95K
|
20.1K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
60+ 0.15% |
$3.41K - $3.76K
|
41.4K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
59New |
$3.36K - $3.7K
|
59
$4.06K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
58+ 1.01% |
$3.3K - $3.63K
|
5.82K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
51+ 0.3% |
$2.9K - $3.19K
|
17.1K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
45+ 1.01% |
$2.56K - $2.82K
|
4.5K
$309K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
44+ 2.51% |
$2.5K - $2.76K
|
1.8K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44+ 0.78% |
$2.5K - $2.76K
|
5.71K
$393K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44+ 0.38% |
$2.5K - $2.76K
|
11.6K
$796K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
44+ 0.48% |
$2.5K - $2.76K
|
9.2K
$633K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 72.73% |
$2.28K - $2.51K
|
95
$6.54K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 3.7% |
$2.28K - $2.51K
|
1.12K
$77.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 14.56% |
$2.16K - $2.38K
|
299
$20.6K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 2.02% |
$2.11K - $2.32K
|
1.87K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 36.63% |
$2.11K - $2.32K
|
138
$9.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35+ 0.35% |
$1.99K - $2.19K
|
10.2K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
33New |
$1.88K - $2.07K
|
33
$2.27K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33+ 0.57% |
$1.88K - $2.07K
|
5.85K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 333.33% |
$1.71K - $1.88K
|
39
$2.68K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 2.85% |
$1.59K - $1.75K
|
1.01K
$69.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 3.42% |
$1.59K - $1.75K
|
846
$58.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
23+ 0.61% |
$1.31K - $1.44K
|
3.79K
$261K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$1.31K - $1.44K
|
23
$1.58K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
19+ 24.36% |
$1.08K - $1.19K
|
97
$6.67K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
18New |
$1.02K - $1.13K
|
18
$1.24K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17New |
$967 - $1.06K
|
17
$1.17K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 9.7% |
$910 - $1K
|
181
$12.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 7.77% |
$910 - $1K
|
222
$15.3K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 8.39% |
$740 - $814
|
168
$11.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 8.39% |
$740 - $814
|
168
$11.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 2.1% |
$740 - $814
|
632
$43.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$569 - $626
|
10
$688
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.78% |
$569 - $626
|
1.3K
$89.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.78% |
$569 - $626
|
1.3K
$89.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 7.14% |
$512 - $564
|
135
$9.29K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 10.39% |
$455 - $501
|
85
$5.85K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$455 - $501
|
8
$550
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 1.9% |
$455 - $501
|
429
$29.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
7New |
$398 - $438
|
7
$482
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$398 - $438
|
7
$482
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$398 - $438
|
7
$482
|