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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-684- 0.9% |
$36K - $43.4K
|
75.5K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-760- 76.61% |
$40.1K - $48.2K
|
232
$16K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-812- 16.54% |
$42.8K - $51.5K
|
4.1K
$283K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-817- 3.48% |
$43.1K - $51.8K
|
22.6K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-834- 7.21% |
$44K - $52.9K
|
10.7K
$742K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-837- 1.68% |
$44.1K - $53.1K
|
49K
$3.39M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-844- 1.54% |
$44.5K - $53.5K
|
54K
$3.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-851- 2.92% |
$44.8K - $54K
|
28.3K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-880- 1.44% |
$46.4K - $55.8K
|
60.3K
$4.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-912- 18.57% |
$48.1K - $57.8K
|
4K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-923- 48.35% |
$48.6K - $58.5K
|
986
$68.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-925- 4.96% |
$48.7K - $58.7K
|
17.7K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-928- 7.96% |
$48.9K - $58.9K
|
10.7K
$742K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.05K- 18.49% |
$55.4K - $66.7K
|
4.64K
$321K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.05K- 3.89% |
$55.4K - $66.7K
|
26K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.08K- 0.41% |
$57K - $68.6K
|
260K
$18M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.13K- 2.7% |
$59.6K - $71.7K
|
40.8K
$2.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.14K- 10.32% |
$59.9K - $72K
|
9.87K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.27K- 2.07% |
$66.9K - $80.5K
|
60.1K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.27K- 7.0% |
$67.1K - $80.7K
|
16.9K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.28K- 13.84% |
$67.2K - $80.9K
|
7.94K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.4K- 8.59% |
$73.8K - $88.8K
|
14.9K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.42K- 7.97% |
$74.6K - $89.7K
|
16.3K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.45K- 9.65% |
$76.6K - $92.1K
|
13.6K
$941K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.48K- 3.59% |
$77.7K - $93.5K
|
39.6K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 10.28% |
$78.5K - $94.4K
|
13K
$899K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.5K- 9.58% |
$78.8K - $94.9K
|
14.1K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 22.46% |
$79.6K - $95.8K
|
5.21K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.54K- 0.58% |
$81K - $97.5K
|
264K
$18.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.61K- 4.94% |
$84.8K - $102K
|
31K
$2.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.67K- 8.92% |
$87.8K - $106K
|
17K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-1.76K- 6.11% |
$92.8K - $112K
|
27K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.78K- 2.26% |
$94K - $113K
|
77.2K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.85K- 1.14% |
$97.7K - $118K
|
161K
$11.1M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.87K- 2.53% |
$98.6K - $119K
|
72.1K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.87K- 2.53% |
$98.6K - $119K
|
72.1K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.96K- 33.17% |
$103K - $124K
|
3.95K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.98K- 4.42% |
$104K - $126K
|
42.8K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.01K- 1.1% |
$106K - $127K
|
181K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.11K- 8.99% |
$111K - $134K
|
21.3K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.17K- 8.73% |
$114K - $138K
|
22.7K
$1.57M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.18K- 7.09% |
$115K - $138K
|
28.5K
$1.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.21K- 1.62% |
$117K - $140K
|
135K
$9.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.24K- 1.94% |
$118K - $142K
|
113K
$7.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.31K- 2.37% |
$122K - $146K
|
94.9K
$6.56M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.37K- 0.78% |
$125K - $150K
|
301K
$20.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.42K- 13.88% |
$127K - $153K
|
15K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.43K- 8.17% |
$128K - $154K
|
27.3K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.52K- 6.49% |
$133K - $160K
|
36.3K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.53K- 16.55% |
$133K - $160K
|
12.7K
$881K
|