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 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300New |
$17.6K - $21.2K
|
300
$20.9K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
287+ 1.29% |
$16.8K - $20.3K
|
22.5K
$1.57M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
283+ 3.06% |
$16.6K - $20K
|
9.53K
$666K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
281+ 0.22% |
$16.5K - $19.8K
|
129K
$8.97M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
280+ 2.46% |
$16.4K - $19.8K
|
11.7K
$813K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
275+ 171.88% |
$16.1K - $19.4K
|
435
$30.4K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
260+ 6.36% |
$15.3K - $18.4K
|
4.35K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
257New |
$15.1K - $18.1K
|
257
$17.9K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
257+ 72.39% |
$15.1K - $18.1K
|
612
$42.7K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250+ 20.56% |
$14.7K - $17.7K
|
1.47K
$102K
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
249New |
$14.6K - $17.6K
|
249
$17.4K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
223+ 4.11% |
$13.1K - $15.7K
|
5.65K
$395K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
221New |
$13K - $15.6K
|
221
$15.4K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
217+ 2.21% |
$12.7K - $15.3K
|
10K
$702K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
215+ 5.31% |
$12.6K - $15.2K
|
4.26K
$298K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
209+ 31.71% |
$12.3K - $14.8K
|
868
$60.6K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
202New |
$11.9K - $14.3K
|
202
$14.1K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
200+ 1.29% |
$11.7K - $14.1K
|
15.7K
$1.09M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
200+ 370.37% |
$11.7K - $14.1K
|
254
$17.7K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 25.58% |
$11.7K - $14.1K
|
982
$68.6K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.41% |
$11.7K - $14.1K
|
49.2K
$3.44M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
187+ 5.44% |
$11K - $13.2K
|
3.63K
$253K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
180+ 110.43% |
$10.6K - $12.7K
|
343
$23.9K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
175+ 1750.0% |
$10.3K - $12.4K
|
185
$12.9K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
163+ 25.67% |
$9.57K - $11.5K
|
798
$55.7K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
149New |
$8.75K - $10.5K
|
149
$10.4K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
141New |
$8.28K - $9.96K
|
141
$9.84K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
140+ 0.77% |
$8.22K - $9.89K
|
18.3K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
133+ 2.96% |
$7.81K - $9.39K
|
4.63K
$323K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
124+ 3.29% |
$7.28K - $8.76K
|
3.89K
$272K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 2.79% |
$7.22K - $8.69K
|
4.53K
$316K
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
123+ 0.1% |
$7.22K - $8.69K
|
123K
$8.62M
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
122+ 3.32% |
$7.16K - $8.62K
|
3.8K
$265K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
115+ 1.24% |
$6.75K - $8.12K
|
9.42K
$658K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
110+ 36.3% |
$6.46K - $7.77K
|
413
$28.8K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
103+ 33.44% |
$6.05K - $7.27K
|
411
$28.7K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$5.87K - $7.06K
|
100
$6.98K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
87+ 1.57% |
$5.11K - $6.14K
|
5.63K
$393K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
77+ 61.6% |
$4.52K - $5.44K
|
202
$14.1K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
75+ 8.43% |
$4.4K - $5.3K
|
965
$67.4K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
75+ 0.04% |
$4.4K - $5.3K
|
203K
$14.2M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
71+ 2.78% |
$4.17K - $5.01K
|
2.63K
$183K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
71+ 5.91% |
$4.17K - $5.01K
|
1.27K
$88.9K
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
70+ 1.48% |
$4.11K - $4.94K
|
4.8K
$335K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
69+ 0.41% |
$4.05K - $4.87K
|
16.7K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
69New |
$4.05K - $4.87K
|
69
$4.82K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
68+ 1.59% |
$3.99K - $4.8K
|
4.35K
$304K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
66New |
$3.87K - $4.66K
|
66
$4.61K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 1.74% |
$3.46K - $4.17K
|
3.45K
$241K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.23% |
$3.23K - $3.88K
|
4.52K
$315K
|