Purchases and Sales Made in Q2 2024 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 2024. 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 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
621+ 33.92% |
$35.3K - $39.3K
|
2.45K
$170K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
578+ 431.34% |
$32.9K - $36.6K
|
712
$49.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
572+ 2.99% |
$32.5K - $36.2K
|
19.7K
$1.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
524+ 12.77% |
$29.8K - $33.1K
|
4.63K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
522+ 5.03% |
$29.7K - $33K
|
10.9K
$754K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
514+ 2.04% |
$29.2K - $32.5K
|
25.7K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
492+ 1.85% |
$28K - $31.1K
|
27K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
477+ 2.49% |
$27.1K - $30.2K
|
19.6K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
475+ 9.27% |
$27K - $30K
|
5.6K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
462+ 22.08% |
$26.3K - $29.2K
|
2.55K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
454+ 0.46% |
$25.8K - $28.7K
|
99.4K
$6.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
450+ 1.65% |
$25.6K - $28.5K
|
27.8K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
448+ 0.84% |
$25.5K - $28.3K
|
53.6K
$3.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
438+ 52.71% |
$24.9K - $27.7K
|
1.27K
$87.8K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
426+ 10.21% |
$24.2K - $26.9K
|
4.6K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
388+ 373.08% |
$22.1K - $24.5K
|
492
$34K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
376+ 2.53% |
$21.4K - $23.8K
|
15.3K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
366+ 2.25% |
$20.8K - $23.1K
|
16.7K
$1.15M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
366+ 2.25% |
$20.8K - $23.1K
|
16.7K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
364+ 0.86% |
$20.7K - $23K
|
42.5K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
355New |
$20.2K - $22.5K
|
355
$24.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
345+ 1.46% |
$19.6K - $21.8K
|
23.9K
$1.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
324+ 27.25% |
$18.4K - $20.5K
|
1.51K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
322+ 8.14% |
$18.3K - $20.4K
|
4.28K
$296K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
308+ 4.49% |
$17.5K - $19.5K
|
7.17K
$496K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
293+ 31.74% |
$16.7K - $18.5K
|
1.22K
$84.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
265+ 6.73% |
$15.1K - $16.8K
|
4.2K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250New |
$14.2K - $15.8K
|
250
$17.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
236+ 6.68% |
$13.4K - $14.9K
|
3.77K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
234+ 6.99% |
$13.3K - $14.8K
|
3.58K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
209+ 1.26% |
$11.9K - $13.2K
|
16.8K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
205+ 9.65% |
$11.7K - $13K
|
2.33K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
199+ 2.16% |
$11.3K - $12.6K
|
9.42K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
194+ 4.09% |
$11K - $12.3K
|
4.93K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
192+ 4.69% |
$10.9K - $12.1K
|
4.28K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
183+ 10.07% |
$10.4K - $11.6K
|
2K
$138K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
179New |
$10.2K - $11.3K
|
179
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
174+ 0.34% |
$9.9K - $11K
|
50.9K
$3.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
170+ 21.09% |
$9.67K - $10.8K
|
976
$67.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
168New |
$9.56K - $10.6K
|
168
$11.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
163+ 0.21% |
$9.27K - $10.3K
|
77.5K
$5.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
159+ 1.7% |
$9.05K - $10.1K
|
9.5K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
157+ 0.62% |
$8.93K - $9.93K
|
25.4K
$1.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
149+ 1.19% |
$8.48K - $9.42K
|
12.7K
$876K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
143+ 0.64% |
$8.14K - $9.04K
|
22.5K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
142+ 0.68% |
$8.08K - $8.98K
|
20.9K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
BUY
|
- |
141+ 0.74% |
$8.02K - $8.92K
|
19.3K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
139+ 34.75% |
$7.91K - $8.79K
|
539
$37.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
134+ 0.55% |
$7.62K - $8.47K
|
24.4K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
111+ 1.45% |
$6.31K - $7.02K
|
7.79K
$539K
|