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 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
31New |
$1.63K - $1.97K
|
31
$2.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
25+ 13.81% |
$1.32K - $1.59K
|
206
$14.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 2.38% |
$1.26K - $1.52K
|
1.03K
$72.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$1.21K - $1.46K
|
23
$1.61K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.05K - $1.27K
|
20
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18New |
$949 - $1.14K
|
18
$1.26K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 5.69% |
$896 - $1.08K
|
316
$22.1K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$896 - $1.08K
|
17
$1.19K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$843 - $1.01K
|
16
$1.12K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 7.85% |
$791 - $951
|
206
$14.4K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11+ 0.24% |
$580 - $698
|
4.51K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 0.22% |
$474 - $571
|
4.05K
$282K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
9New |
$474 - $571
|
9
$628
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
8New |
$422 - $507
|
8
$559
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.09% |
$422 - $507
|
9.21K
$643K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 85.71% |
$316 - $381
|
13
$908
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5+ 0.03% |
$264 - $317
|
19.9K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$264 - $317
|
5
$349
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3+ 2.7% |
$158 - $190
|
114
$7.96K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$158 - $190
|
4.72K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 25.0% |
$158 - $190
|
15
$1.05K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2+ 0.01% |
$105 - $127
|
18.1K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.5% |
$105 - $127
|
402
$28.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.03% |
$52.7 - $63.4
|
3.79K
$265K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 5.88% |
$52.7 - $63.4
|
18
$1.26K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.04% |
$158 - $190
|
7.68K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 8.62% |
$264 - $317
|
53
$3.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6- 0.12% |
$316 - $381
|
4.8K
$335K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
$369 - $444
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 3.69% |
$422 - $507
|
209
$14.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10- 21.28% |
$527 - $634
|
37
$2.58K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10- 4.69% |
$527 - $634
|
203
$14.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13- 1.72% |
$685 - $824
|
744
$51.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 17.65% |
$791 - $951
|
70
$4.89K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23- 58.97% |
$1.21K - $1.46K
|
16
$1.12K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-24- 0.03% |
$1.26K - $1.52K
|
79.6K
$5.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31- 13.96% |
$1.63K - $1.97K
|
191
$13.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-35- 0.35% |
$1.84K - $2.22K
|
10K
$700K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 2.44% |
$2.11K - $2.54K
|
1.6K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-42- 25.0% |
$2.21K - $2.66K
|
126
$8.8K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-42- 25.0% |
$2.21K - $2.66K
|
126
$8.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-43- 0.35% |
$2.27K - $2.73K
|
12.1K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-45- 63.38% |
$2.37K - $2.85K
|
26
$1.82K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 62.16% |
$2.42K - $2.92K
|
28
$1.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 34.06% |
$2.48K - $2.98K
|
91
$6.35K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-49- 50.52% |
$2.58K - $3.11K
|
48
$3.35K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-55- 45.45% |
$2.9K - $3.49K
|
66
$4.61K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-55- 93.22% |
$2.9K - $3.49K
|
4
$279
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-98- 1.98% |
$5.16K - $6.22K
|
4.84K
$338K
|