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 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$117 - $141
|
2
$138
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$58.7 - $70.6
|
195
$13.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$58.7 - $70.6
|
1.27K
$87.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.68% |
$58.7 - $70.6
|
147
$10.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$58.7 - $70.6
|
1
$68.8
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$58.7 - $70.6
|
1
$68.8
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 2.27% |
$58.7 - $70.6
|
43
$2.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 0.49% |
$235 - $282
|
815
$56.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 11.11% |
$352 - $424
|
48
$3.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6- 0.09% |
$352 - $424
|
6.61K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 26.92% |
$411 - $494
|
19
$1.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 16.98% |
$528 - $636
|
44
$3.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.26% |
$763 - $918
|
4.93K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-15- 0.04% |
$881 - $1.06K
|
36.8K
$2.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20- 0.68% |
$1.17K - $1.41K
|
2.92K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-21- 0.48% |
$1.23K - $1.48K
|
4.37K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-23- 0.24% |
$1.35K - $1.62K
|
9.45K
$650K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-26- 18.06% |
$1.53K - $1.84K
|
118
$8.12K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-29- 0.81% |
$1.7K - $2.05K
|
3.54K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-31- 0.35% |
$1.82K - $2.19K
|
8.88K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-36- 0.38% |
$2.11K - $2.54K
|
9.47K
$651K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 2.79% |
$2.35K - $2.82K
|
1.39K
$95.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48- 5.66% |
$2.82K - $3.39K
|
800
$55K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-65- 0.26% |
$3.82K - $4.59K
|
24.5K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-68- 0.01% |
$3.99K - $4.8K
|
795K
$54.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-71- 1.98% |
$4.17K - $5.01K
|
3.51K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-78- 1.7% |
$4.58K - $5.51K
|
4.52K
$311K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-79- 7.13% |
$4.64K - $5.58K
|
1.03K
$70.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-81- 2.33% |
$4.75K - $5.72K
|
3.39K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-92- 88.46% |
$5.4K - $6.5K
|
12
$826
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.59% |
$5.87K - $7.06K
|
16.8K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 0.68% |
$5.87K - $7.06K
|
14.6K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-109- 1.16% |
$6.4K - $7.7K
|
9.31K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-113- 1.5% |
$6.63K - $7.98K
|
7.4K
$509K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-113- 0.82% |
$6.63K - $7.98K
|
13.6K
$937K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-118- 1.02% |
$6.93K - $8.33K
|
11.5K
$791K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-134- 16.79% |
$7.87K - $9.46K
|
664
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-145- 1.33% |
$8.51K - $10.2K
|
10.7K
$739K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-178- 0.68% |
$10.4K - $12.6K
|
26.1K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-182- 1.93% |
$10.7K - $12.9K
|
9.27K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-186- 9.3% |
$10.9K - $13.1K
|
1.82K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 0.72% |
$11.7K - $14.1K
|
27.6K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-200- 9.52% |
$11.7K - $14.1K
|
1.9K
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-208- 3.03% |
$12.2K - $14.7K
|
6.65K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-216- 6.66% |
$12.7K - $15.3K
|
3.03K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-224- 1.16% |
$13.1K - $15.8K
|
19K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-233- 0.58% |
$13.7K - $16.5K
|
40K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-249- 5.08% |
$14.6K - $17.6K
|
4.65K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-252- 0.56% |
$14.8K - $17.8K
|
44.9K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-254- 5.15% |
$14.9K - $17.9K
|
4.68K
$322K
|