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 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-262- 6.24% |
$15.4K - $18.5K
|
3.94K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-283- 8.31% |
$16.6K - $20K
|
3.12K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-284- 1.03% |
$16.7K - $20.1K
|
27.2K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-285- 5.09% |
$16.7K - $20.1K
|
5.32K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-290- 2.12% |
$17K - $20.5K
|
13.4K
$935K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-314- 2.43% |
$18.4K - $22.2K
|
12.6K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-315- 1.35% |
$18.5K - $22.2K
|
23K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-322- 7.36% |
$18.9K - $22.7K
|
4.05K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-323- 12.3% |
$19K - $22.8K
|
2.3K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-336- 0.27% |
$19.7K - $23.7K
|
125K
$8.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-336- 18.38% |
$19.7K - $23.7K
|
1.49K
$104K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-355- 9.13% |
$20.8K - $25.1K
|
3.54K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-357- 11.51% |
$21K - $25.2K
|
2.75K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.49% |
$23.5K - $28.2K
|
81.4K
$5.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-408- 11.79% |
$23.9K - $28.8K
|
3.05K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-424- 0.66% |
$24.9K - $29.9K
|
63.6K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-426- 0.01% |
$25K - $30.1K
|
4.55M
$318M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-427- 1.19% |
$25.1K - $30.2K
|
35.6K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-437- 7.69% |
$25.7K - $30.9K
|
5.25K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-442- 10.33% |
$25.9K - $31.2K
|
3.84K
$268K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-455- 4.58% |
$26.7K - $32.1K
|
9.48K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-513- 1.9% |
$30.1K - $36.2K
|
26.5K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-536- 65.69% |
$31.5K - $37.9K
|
280
$19.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-554- 1.03% |
$32.5K - $39.1K
|
53K
$3.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-589- 3.7% |
$34.6K - $41.6K
|
15.3K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-605- 3.54% |
$35.5K - $42.7K
|
16.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-607- 14.33% |
$35.6K - $42.9K
|
3.63K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-624- 2.05% |
$36.6K - $44.1K
|
29.8K
$2.08M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-671- 1.02% |
$39.4K - $47.4K
|
65.2K
$4.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-698- 5.77% |
$41K - $49.3K
|
11.4K
$796K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-787- 8.17% |
$46.2K - $55.6K
|
8.85K
$618K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-792- 67.18% |
$46.5K - $55.9K
|
387
$27K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-820- 0.89% |
$48.1K - $57.9K
|
90.9K
$6.35M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-843- 19.53% |
$49.5K - $59.5K
|
3.47K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-870- 18.29% |
$51.1K - $61.4K
|
3.89K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-878- 2.33% |
$51.5K - $62K
|
36.8K
$2.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-886- 4.16% |
$52K - $62.6K
|
20.4K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-988- 5.02% |
$58K - $69.8K
|
18.7K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 0.52% |
$58.7K - $70.6K
|
191K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1K- 3.22% |
$58.7K - $70.6K
|
30.1K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.04K- 0.08% |
$61K - $73.4K
|
1.33M
$93.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 3.35% |
$61.6K - $74.2K
|
30.3K
$2.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.12K- 4.79% |
$65.5K - $78.7K
|
22.2K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.16K- 4.79% |
$68.1K - $81.9K
|
23.1K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 2.02% |
$72.3K - $87K
|
59.6K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.25K- 2.46% |
$73.4K - $88.3K
|
49.6K
$3.47M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.29K- 3.15% |
$75.7K - $91K
|
39.7K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.32K- 12.75% |
$77.2K - $92.9K
|
9K
$629K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.39K- 3.69% |
$81.5K - $98.1K
|
36.3K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 1.56% |
$85.2K - $103K
|
91.6K
$6.39M
|