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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
53+ 17.04% |
$3.11K - $3.74K
|
364
$25.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
52New |
$3.05K - $3.67K
|
52
$3.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 0.92% |
$2.94K - $3.53K
|
5.48K
$382K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 3.24% |
$2.94K - $3.53K
|
1.6K
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 2.46% |
$2.82K - $3.39K
|
2K
$140K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
39+ 1.12% |
$2.29K - $2.75K
|
3.51K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
37+ 2.32% |
$2.17K - $2.61K
|
1.63K
$114K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36+ 7.32% |
$2.11K - $2.54K
|
528
$36.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
35+ 37.63% |
$2.05K - $2.47K
|
128
$8.94K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 114.29% |
$1.88K - $2.26K
|
60
$4.19K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
31+ 0.26% |
$1.82K - $2.19K
|
12K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.37% |
$1.76K - $2.12K
|
8.11K
$566K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
30New |
$1.76K - $2.12K
|
30
$2.09K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 5.39% |
$1.76K - $2.12K
|
587
$41K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 0.62% |
$1.64K - $1.98K
|
4.55K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 0.76% |
$1.53K - $1.84K
|
3.45K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 1.24% |
$1.47K - $1.77K
|
2.05K
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25New |
$1.47K - $1.77K
|
25
$1.75K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 0.53% |
$1.47K - $1.77K
|
4.77K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 1.0% |
$1.41K - $1.69K
|
2.41K
$169K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 23.71% |
$1.35K - $1.62K
|
120
$8.38K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20+ 17.39% |
$1.17K - $1.41K
|
135
$9.43K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 1.47% |
$998 - $1.2K
|
1.17K
$81.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$822 - $989
|
14
$977
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
13+ 0.18% |
$763 - $918
|
7.26K
$507K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$704 - $847
|
12
$838
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
12+ 1.75% |
$704 - $847
|
698
$48.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 9.26% |
$587 - $706
|
118
$8.24K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 9.01% |
$587 - $706
|
121
$8.45K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.04% |
$587 - $706
|
25.7K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9+ 0.25% |
$528 - $636
|
3.63K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.75% |
$470 - $565
|
464
$32.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 28.57% |
$470 - $565
|
36
$2.51K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 0.53% |
$470 - $565
|
1.5K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$411 - $494
|
7
$489
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 33.33% |
$352 - $424
|
24
$1.68K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 1.92% |
$352 - $424
|
318
$22.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 13.64% |
$352 - $424
|
50
$3.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 0.05% |
$352 - $424
|
12.5K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 19.23% |
$294 - $353
|
31
$2.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$294 - $353
|
5
$349
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5New |
$294 - $353
|
5
$349
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$294 - $353
|
5
$349
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.91% |
$235 - $282
|
213
$14.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 0.99% |
$235 - $282
|
409
$28.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.71% |
$176 - $212
|
31
$2.16K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
3+ 3.41% |
$176 - $212
|
91
$6.35K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.06% |
$176 - $212
|
5.28K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 15.38% |
$117 - $141
|
15
$1.05K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 9.09% |
$117 - $141
|
24
$1.68K
|