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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
5New |
$294 - $327
|
5
$346
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
5+ 0.07% |
$294 - $327
|
6.91K
$478K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.29% |
$177 - $196
|
134
$9.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
3+ 3.33% |
$177 - $196
|
93
$6.43K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.41% |
$58.9 - $65.4
|
245
$16.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$58.9 - $65.4
|
1
$69.2
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.03% |
$58.9 - $65.4
|
3.35K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.2% |
$58.9 - $65.4
|
496
$34.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 0.7% |
$294 - $327
|
710
$49.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$353 - $392
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 11.76% |
$471 - $523
|
60
$4.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12Closed |
$706 - $785
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 1.8% |
$942 - $1.05K
|
873
$60.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16Closed |
$942 - $1.05K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 2.38% |
$1.06K - $1.18K
|
737
$51K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.18K - $1.31K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-28- 0.58% |
$1.65K - $1.83K
|
4.77K
$330K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-30- 0.72% |
$1.77K - $1.96K
|
4.12K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 0.76% |
$1.82K - $2.03K
|
4.06K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-31Closed |
$1.82K - $2.03K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-34Closed |
$2K - $2.22K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-34Closed |
$2K - $2.22K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-35Closed |
$2.06K - $2.29K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-36- 0.31% |
$2.12K - $2.35K
|
11.7K
$811K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-48- 0.46% |
$2.82K - $3.14K
|
10.4K
$716K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48- 16.49% |
$2.82K - $3.14K
|
243
$16.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-49Closed |
$2.88K - $3.21K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50Closed |
$2.94K - $3.27K
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.29% |
$2.94K - $3.27K
|
17K
$1.18M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-51Closed |
$3K - $3.34K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-54Closed |
$3.18K - $3.53K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-55- 11.18% |
$3.24K - $3.6K
|
437
$30.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-57Closed |
$3.35K - $3.73K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 5.9% |
$3.53K - $3.92K
|
957
$66.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-67Closed |
$3.94K - $4.38K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-68- 56.67% |
$4K - $4.45K
|
52
$3.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-70- 1.97% |
$4.12K - $4.58K
|
3.48K
$240K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-74- 6.64% |
$4.35K - $4.84K
|
1.04K
$71.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-75- 40.32% |
$4.41K - $4.91K
|
111
$7.68K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-80- 42.33% |
$4.71K - $5.23K
|
109
$7.54K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-92Closed |
$5.41K - $6.02K
|
0
$0
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-110- 19.0% |
$6.47K - $7.2K
|
469
$32.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-114- 2.34% |
$6.71K - $7.46K
|
4.77K
$330K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-131- 1.7% |
$7.71K - $8.57K
|
7.56K
$523K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-139- 2.05% |
$8.18K - $9.09K
|
6.65K
$460K
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-155- 0.62% |
$9.12K - $10.1K
|
25K
$1.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-155- 8.36% |
$9.12K - $10.1K
|
1.7K
$118K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-160Closed |
$9.42K - $10.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-164- 3.65% |
$9.65K - $10.7K
|
4.33K
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-183Closed |
$10.8K - $12K
|
0
$0
|