Purchases and Sales Made in Q3 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
175+ 5.44% |
$4.24K - $12.3K
|
3.39K
$237K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
174+ 0.65% |
$4.22K - $12.2K
|
27.1K
$1.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
173New |
$4.19K - $12.1K
|
173
$12.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
165+ 9.5% |
$4K - $11.6K
|
1.9K
$133K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
157New |
$3.8K - $11K
|
157
$11K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
146+ 41.6% |
$3.54K - $10.3K
|
497
$34.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
145New |
$3.51K - $10.2K
|
145
$10.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
142+ 4.96% |
$3.44K - $9.97K
|
3.01K
$210K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
139+ 1.81% |
$3.37K - $9.76K
|
7.84K
$547K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
137+ 0.88% |
$3.32K - $9.62K
|
15.8K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
129+ 1.63% |
$3.13K - $9.06K
|
8.05K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
126+ 0.32% |
$3.05K - $8.85K
|
39.6K
$2.76M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
120+ 0.29% |
$2.91K - $8.43K
|
41K
$2.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
117+ 615.79% |
$2.83K - $8.22K
|
136
$9.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
114New |
$2.76K - $8.01K
|
114
$7.96K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
113+ 7.08% |
$2.74K - $7.94K
|
1.71K
$119K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.13% |
$2.42K - $7.02K
|
78.5K
$5.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$2.42K - $7.02K
|
51.6K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
90+ 1.33% |
$2.18K - $6.32K
|
6.83K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
81+ 8.46% |
$1.96K - $5.69K
|
1.04K
$72.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76+ 2.22% |
$1.84K - $5.34K
|
3.5K
$245K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75+ 5.69% |
$1.82K - $5.27K
|
1.39K
$97.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
67+ 1675.0% |
$1.62K - $4.71K
|
71
$4.96K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
66+ 0.54% |
$1.6K - $4.64K
|
12.4K
$864K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.5K - $4.35K
|
62
$4.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
58+ 1.69% |
$1.41K - $4.07K
|
3.48K
$243K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.98K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.98K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
53+ 0.33% |
$1.28K - $3.72K
|
15.9K
$1.11M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
53+ 3.04% |
$1.28K - $3.72K
|
1.8K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
43+ 6.77% |
$1.04K - $3.02K
|
678
$47.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 50.0% |
$1.02K - $2.95K
|
126
$8.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40+ 13.65% |
$969 - $2.81K
|
333
$23.3K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
40+ 0.85% |
$969 - $2.81K
|
4.73K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
38+ 0.41% |
$921 - $2.67K
|
9.25K
$646K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
35New |
$848 - $2.46K
|
35
$2.44K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 22.44% |
$848 - $2.46K
|
191
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.03% |
$727 - $2.11K
|
89.7K
$6.26M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.03% |
$727 - $2.11K
|
89.7K
$6.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 49.12% |
$678 - $1.97K
|
85
$5.93K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
27+ 0.53% |
$654 - $1.9K
|
5.12K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
26+ 81.25% |
$630 - $1.83K
|
58
$4.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 0.16% |
$630 - $1.83K
|
16.8K
$1.17M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 2.82% |
$606 - $1.76K
|
911
$63.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
24+ 0.11% |
$582 - $1.69K
|
21.6K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23+ 0.22% |
$557 - $1.62K
|
10.6K
$737K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.33% |
$533 - $1.55K
|
6.61K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
21New |
$509 - $1.47K
|
21
$1.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.52% |
$460 - $1.33K
|
3.65K
$255K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$436 - $1.26K
|
18
$1.26K
|