Purchases and Sales Made in Q3 2024 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q3 2024. 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 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.12KNew |
$183K - $220K
|
3.12K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
3.08KNew |
$181K - $218K
|
3.08K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.04KNew |
$178K - $215K
|
3.04K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.02KNew |
$177K - $213K
|
3.02K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$177K - $212K
|
3.01K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3KNew |
$176K - $212K
|
3K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.98K+ 83.24% |
$175K - $210K
|
6.55K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.97K+ 17.63% |
$174K - $209K
|
19.8K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.96K+ 31.32% |
$174K - $209K
|
12.4K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.95KNew |
$173K - $208K
|
2.95K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.91K+ 26.25% |
$171K - $206K
|
14K
$964K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.89KNew |
$169K - $204K
|
2.89K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.83KNew |
$166K - $200K
|
2.83K
$195K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.8K+ 18.0% |
$164K - $198K
|
18.4K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.79KNew |
$163K - $197K
|
2.79K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.68K+ 3.35% |
$157K - $189K
|
82.4K
$5.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.66K+ 3.62% |
$156K - $188K
|
76.2K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
2.63K+ 0.2% |
$154K - $185K
|
1.34M
$91.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.5K+ 19.86% |
$147K - $177K
|
15.1K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.44K+ 24.66% |
$143K - $172K
|
12.3K
$847K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.42KNew |
$142K - $171K
|
2.42K
$166K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.42K+ 29.08% |
$142K - $171K
|
10.7K
$739K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.37KNew |
$139K - $168K
|
2.37K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.33K+ 1.25% |
$137K - $165K
|
189K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.3K+ 0.26% |
$135K - $162K
|
886K
$61M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 28.55% |
$131K - $157K
|
10K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.16K+ 39.59% |
$127K - $153K
|
7.63K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.06K+ 5.36% |
$121K - $146K
|
40.5K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.02K+ 6.24% |
$119K - $143K
|
34.4K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02K+ 11.39% |
$118K - $142K
|
19.7K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.94K+ 43.03% |
$114K - $137K
|
6.45K
$444K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.85K+ 0.78% |
$109K - $131K
|
238K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.85K+ 2.66% |
$109K - $131K
|
71.6K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
1.8K+ 17.31% |
$106K - $127K
|
12.2K
$839K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.73K+ 11.25% |
$101K - $122K
|
17.1K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 2.05% |
$93.4K - $112K
|
79.1K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 1440.37% |
$92.2K - $111K
|
1.68K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.53K+ 9.29% |
$89.9K - $108K
|
18K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.53K+ 11.84% |
$89.9K - $108K
|
14.5K
$996K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
1.52K+ 0.23% |
$88.9K - $107K
|
655K
$45.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 32.73% |
$88.9K - $107K
|
6.14K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.5K+ 2.96% |
$88.1K - $106K
|
52.2K
$3.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.3K+ 1.6% |
$76.3K - $91.8K
|
82.7K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.3K+ 7.84% |
$76.1K - $91.5K
|
17.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 6.32% |
$73.2K - $88.1K
|
21K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$72.3K - $86.9K
|
1.23K
$84.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.22K+ 4.9% |
$71.7K - $86.3K
|
26.2K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 0.74% |
$70.7K - $85.1K
|
164K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.2K+ 11.71% |
$70.1K - $84.4K
|
11.4K
$784K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.19K+ 25.15% |
$70K - $84.2K
|
5.93K
$408K
|