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 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
100New |
$5.69K - $6.32K
|
100
$6.92K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
98+ 2.62% |
$5.58K - $6.2K
|
3.83K
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
91New |
$5.18K - $5.75K
|
91
$6.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
78+ 600.0% |
$4.44K - $4.93K
|
91
$6.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.64% |
$4.04K - $4.49K
|
4.41K
$305K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
69+ 1.72% |
$3.93K - $4.36K
|
4.09K
$283K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
66+ 244.44% |
$3.75K - $4.17K
|
93
$6.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
65New |
$3.7K - $4.11K
|
65
$4.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
65+ 1.54% |
$3.7K - $4.11K
|
4.28K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 6.23% |
$3.7K - $4.11K
|
1.11K
$76.7K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64+ 0.39% |
$3.64K - $4.05K
|
16.4K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 0.52% |
$3.36K - $3.73K
|
11.4K
$787K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 116.0% |
$3.3K - $3.67K
|
108
$7.47K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57+ 24.89% |
$3.24K - $3.6K
|
286
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57+ 0.45% |
$3.24K - $3.6K
|
12.6K
$872K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
54+ 3.57% |
$3.07K - $3.41K
|
1.57K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
45+ 281.25% |
$2.56K - $2.85K
|
61
$4.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39+ 14.5% |
$2.22K - $2.47K
|
308
$21.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
38+ 22.22% |
$2.16K - $2.4K
|
209
$14.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
35+ 0.07% |
$1.99K - $2.21K
|
47.3K
$3.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
34+ 0.72% |
$1.93K - $2.15K
|
4.74K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33+ 2.36% |
$1.88K - $2.09K
|
1.43K
$99.1K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33+ 4.2% |
$1.88K - $2.09K
|
819
$56.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
29+ 116.0% |
$1.65K - $1.83K
|
54
$3.74K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 19.4% |
$1.48K - $1.64K
|
160
$11.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$1.42K - $1.58K
|
25
$1.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
24+ 0.66% |
$1.37K - $1.52K
|
3.68K
$255K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$1.31K - $1.45K
|
23
$1.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23+ 23.47% |
$1.31K - $1.45K
|
121
$8.37K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 31.08% |
$1.31K - $1.45K
|
97
$6.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 17.74% |
$1.25K - $1.39K
|
146
$10.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22New |
$1.25K - $1.39K
|
22
$1.52K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
22New |
$1.25K - $1.39K
|
22
$1.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 1.14% |
$1.25K - $1.39K
|
1.95K
$135K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 13.39% |
$967 - $1.08K
|
144
$9.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
17+ 0.31% |
$967 - $1.08K
|
5.43K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16New |
$910 - $1.01K
|
16
$1.11K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 3.4% |
$853 - $949
|
456
$31.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.83% |
$853 - $949
|
1.83K
$126K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 100.0% |
$796 - $885
|
28
$1.94K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13New |
$740 - $822
|
13
$899
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$683 - $759
|
12
$830
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$569 - $632
|
10
$692
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 8.7% |
$569 - $632
|
125
$8.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 55.56% |
$569 - $632
|
28
$1.94K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9New |
$512 - $569
|
9
$623
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9+ 0.25% |
$512 - $569
|
3.54K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.5% |
$455 - $506
|
1.59K
$110K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.98% |
$455 - $506
|
823
$56.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 27.27% |
$341 - $379
|
28
$1.94K
|