Purchases and Sales Made in Q3 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
449+ 4.52% |
$23.7K - $28.5K
|
10.4K
$757K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
448+ 11.19% |
$23.6K - $28.4K
|
4.45K
$324K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
433+ 2.56% |
$22.8K - $27.5K
|
17.4K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
372+ 9.8% |
$19.6K - $23.6K
|
4.17K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
355+ 1.48% |
$18.7K - $22.5K
|
24.4K
$1.78M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
350+ 2.65% |
$18.4K - $22.2K
|
13.6K
$990K
|
|
|
Nov 02, 2023
Q3 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
348New |
$18.3K - $22.1K
|
348
$25.4K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
334+ 0.07% |
$17.6K - $21.2K
|
462K
$33.7M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
311+ 0.75% |
$16.4K - $19.7K
|
41.7K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
296+ 11.82% |
$15.6K - $18.8K
|
2.8K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
239+ 0.91% |
$12.6K - $15.2K
|
26.5K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
227+ 0.6% |
$12K - $14.4K
|
37.9K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
224+ 0.04% |
$11.8K - $14.2K
|
538K
$39.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
214+ 3.14% |
$11.3K - $13.6K
|
7.02K
$512K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 25.0% |
$10.5K - $12.7K
|
1K
$72.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
196New |
$10.3K - $12.4K
|
196
$14.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
192+ 2.4% |
$10.1K - $12.2K
|
8.19K
$597K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
185+ 2.97% |
$9.75K - $11.7K
|
6.42K
$468K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160+ 12.43% |
$8.43K - $10.1K
|
1.45K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
158+ 2.0% |
$8.33K - $10K
|
8.06K
$588K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
151New |
$7.96K - $9.58K
|
151
$11K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
147+ 1.95% |
$7.75K - $9.32K
|
7.69K
$561K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
126+ 1.53% |
$6.64K - $7.99K
|
8.34K
$608K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
110New |
$5.8K - $6.98K
|
110
$8.02K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
105+ 18.78% |
$5.53K - $6.66K
|
664
$48.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.2% |
$5.27K - $6.34K
|
50K
$3.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.56% |
$5.27K - $6.34K
|
18.1K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
91+ 0.67% |
$4.8K - $5.77K
|
13.7K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
91+ 0.93% |
$4.8K - $5.77K
|
9.92K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
87+ 21.64% |
$4.58K - $5.52K
|
489
$35.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
79+ 0.19% |
$4.16K - $5.01K
|
41.6K
$3.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
76+ 0.65% |
$4.01K - $4.82K
|
11.8K
$860K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
75+ 1.78% |
$3.95K - $4.76K
|
4.29K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
73+ 4.02% |
$3.85K - $4.63K
|
1.89K
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
67+ 6.35% |
$3.53K - $4.25K
|
1.12K
$81.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
64+ 2.35% |
$3.37K - $4.06K
|
2.79K
$203K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
62New |
$3.27K - $3.93K
|
62
$4.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 6.26% |
$2.79K - $3.36K
|
899
$65.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
53+ 1.3% |
$2.79K - $3.36K
|
4.12K
$300K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
52New |
$2.74K - $3.3K
|
52
$3.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
50New |
$2.64K - $3.17K
|
50
$3.65K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
48+ 0.02% |
$2.53K - $3.04K
|
195K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 250.0% |
$2.37K - $2.85K
|
63
$4.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
44New |
$2.32K - $2.79K
|
44
$3.21K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
42+ 233.33% |
$2.21K - $2.66K
|
60
$4.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
37+ 1.95% |
$1.95K - $2.35K
|
1.93K
$141K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 25.93% |
$1.84K - $2.22K
|
170
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33+ 11.0% |
$1.74K - $2.09K
|
333
$24.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$1.69K - $2.03K
|
32
$2.33K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
32+ 33.68% |
$1.69K - $2.03K
|
127
$9.26K
|