Purchases and Sales Made in Q4 2021 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
159+ 0.21% |
$9.36K - $10.4K
|
77.4K
$5.4M
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
159+ 0.21% |
$9.36K - $10.4K
|
77.4K
$5.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
152+ 2.14% |
$8.95K - $9.94K
|
7.25K
$506K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
149+ 149.0% |
$8.77K - $9.75K
|
249
$17.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
148+ 3.17% |
$8.71K - $9.68K
|
4.82K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
138New |
$8.12K - $9.03K
|
138
$9.64K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
138New |
$8.12K - $9.03K
|
138
$9.64K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
135+ 0.86% |
$7.94K - $8.83K
|
15.8K
$1.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
120New |
$7.06K - $7.85K
|
120
$8.38K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
114+ 1.51% |
$6.71K - $7.46K
|
7.69K
$537K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
112+ 180.65% |
$6.59K - $7.33K
|
174
$12.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
110New |
$6.47K - $7.2K
|
110
$7.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.19% |
$5.89K - $6.54K
|
52.4K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
97New |
$5.71K - $6.34K
|
97
$6.77K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
96New |
$5.65K - $6.28K
|
96
$6.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
89+ 10.74% |
$5.24K - $5.82K
|
918
$64.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
88New |
$5.18K - $5.76K
|
88
$6.14K
|
|
|
Feb 07, 2022
Q4 2021
|
Corbyn Investment Management Inc
|
BUY
|
- |
83+ 0.14% |
$4.88K - $5.43K
|
60.5K
$4.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
70+ 2.49% |
$4.12K - $4.58K
|
2.88K
$201K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
65New |
$3.83K - $4.25K
|
65
$4.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
58+ 0.66% |
$3.41K - $3.79K
|
8.8K
$615K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
56+ 0.33% |
$3.3K - $3.66K
|
17.3K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56New |
$3.3K - $3.66K
|
56
$3.91K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51+ 0.34% |
$3K - $3.34K
|
15.1K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
51New |
$3K - $3.34K
|
51
$3.56K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51New |
$3K - $3.34K
|
51
$3.56K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
45New |
$2.65K - $2.94K
|
45
$3.14K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
44+ 0.16% |
$2.59K - $2.88K
|
26.9K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
35New |
$2.06K - $2.29K
|
35
$2.44K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
32New |
$1.88K - $2.09K
|
32
$2.23K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
30New |
$1.77K - $1.96K
|
30
$2.09K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
29New |
$1.71K - $1.9K
|
29
$2.02K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 155.56% |
$1.65K - $1.83K
|
46
$3.21K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27+ 1.5% |
$1.59K - $1.77K
|
1.83K
$128K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25New |
$1.47K - $1.64K
|
25
$1.75K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
24+ 9.72% |
$1.41K - $1.57K
|
271
$18.9K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
22New |
$1.29K - $1.44K
|
22
$1.54K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 3.57% |
$1.18K - $1.31K
|
580
$40.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 4.58% |
$1.18K - $1.31K
|
457
$31.9K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
19New |
$1.12K - $1.24K
|
19
$1.33K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
14New |
$824 - $916
|
14
$977
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14+ 70.0% |
$824 - $916
|
34
$2.37K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
13New |
$765 - $850
|
13
$908
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13New |
$765 - $850
|
13
$908
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
12+ 2.53% |
$706 - $785
|
486
$33.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 6.85% |
$589 - $654
|
156
$10.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
8+ 3.33% |
$471 - $523
|
248
$17.3K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8New |
$471 - $523
|
8
$559
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 18.92% |
$412 - $458
|
44
$3.07K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 7.32% |
$353 - $392
|
88
$6.14K
|