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 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-99- 6.34% |
$5.22K - $6.28K
|
1.46K
$107K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.44% |
$5.27K - $6.34K
|
22.6K
$1.65M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$5.27K - $6.34K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-108- 1.89% |
$5.69K - $6.85K
|
5.61K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-125- 2.93% |
$6.59K - $7.93K
|
4.14K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-126- 5.44% |
$6.64K - $7.99K
|
2.19K
$160K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-129- 2.07% |
$6.8K - $8.18K
|
6.11K
$446K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-150- 0.53% |
$7.91K - $9.51K
|
28K
$2.04M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-150- 8.8% |
$7.91K - $9.51K
|
1.56K
$113K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-170- 11.16% |
$8.96K - $10.8K
|
1.35K
$98.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-175- 2.31% |
$9.22K - $11.1K
|
7.39K
$539K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.25% |
$10.5K - $12.7K
|
80K
$5.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-200- 3.95% |
$10.5K - $12.7K
|
4.86K
$355K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-200- 4.87% |
$10.5K - $12.7K
|
3.91K
$285K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-205- 10.8% |
$10.8K - $13K
|
1.69K
$124K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-207- 1.46% |
$10.9K - $13.1K
|
14K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-213- 29.62% |
$11.2K - $13.5K
|
506
$36.9K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-213- 29.62% |
$11.2K - $13.5K
|
506
$36.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-215- 34.02% |
$11.3K - $13.6K
|
417
$30.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-217- 16.71% |
$11.4K - $13.8K
|
1.08K
$78.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-220- 8.8% |
$11.6K - $14K
|
2.28K
$166K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 4.53% |
$11.7K - $14.1K
|
4.68K
$342K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-237- 5.35% |
$12.5K - $15K
|
4.2K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-253- 5.81% |
$13.3K - $16K
|
4.1K
$299K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-258- 13.63% |
$13.6K - $16.4K
|
1.64K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-274- 5.04% |
$14.4K - $17.4K
|
5.16K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-311- 4.91% |
$16.4K - $19.7K
|
6.02K
$439K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-316- 20.61% |
$16.7K - $20K
|
1.22K
$88.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-316- 20.61% |
$16.7K - $20K
|
1.22K
$88.7K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-320- 0.62% |
$16.9K - $20.3K
|
50.9K
$3.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-325- 0.49% |
$17.1K - $20.6K
|
66K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-330- 5.11% |
$17.4K - $20.9K
|
6.13K
$447K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-365- 3.49% |
$19.2K - $23.1K
|
10.1K
$737K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-380- 0.97% |
$20K - $24.1K
|
38.7K
$2.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-386- 34.4% |
$20.3K - $24.5K
|
736
$53.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-409- 10.93% |
$21.6K - $25.9K
|
3.33K
$243K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-409- 0.99% |
$21.6K - $25.9K
|
41K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-418- 7.32% |
$22K - $26.5K
|
5.29K
$386K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-436- 65.76% |
$23K - $27.7K
|
227
$16.6K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-477- 13.36% |
$25.1K - $30.3K
|
3.09K
$226K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 1.58% |
$26.4K - $31.7K
|
31.1K
$2.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-513- 0.15% |
$27K - $32.5K
|
343K
$25M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-520- 0.43% |
$27.4K - $33K
|
119K
$8.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-520- 0.43% |
$27.4K - $33K
|
119K
$8.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-559- 1.36% |
$29.5K - $35.5K
|
40.7K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-563- 5.57% |
$29.7K - $35.7K
|
9.55K
$696K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-565- 2.76% |
$29.8K - $35.8K
|
19.9K
$1.45M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-620- 33.1% |
$32.7K - $39.3K
|
1.25K
$91.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-640- 5.04% |
$33.7K - $40.6K
|
12.1K
$880K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-669- 1.15% |
$35.3K - $42.4K
|
57.4K
$4.18M
|