Purchases and Sales Made in Q4 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 2022. 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 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4.57K+ 22.43% |
$247K - $294K
|
25K
$1.74M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.44KNew |
$240K - $286K
|
4.44K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.28K+ 3.57% |
$231K - $275K
|
124K
$8.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.22KNew |
$228K - $272K
|
4.22K
$295K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.21KNew |
$227K - $270K
|
4.21K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.06KNew |
$219K - $261K
|
4.06K
$284K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.03KNew |
$217K - $259K
|
4.03K
$281K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4K+ 159.2% |
$216K - $257K
|
6.52K
$455K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
3.96K+ 133.78% |
$214K - $255K
|
6.93K
$484K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.95K+ 32.34% |
$213K - $254K
|
16.2K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
3.87K+ 8.5% |
$209K - $249K
|
49.4K
$3.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.86K+ 16.92% |
$208K - $248K
|
26.7K
$1.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.82K+ 0.9% |
$206K - $246K
|
430K
$30M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.76K+ 28.86% |
$203K - $242K
|
16.8K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.72K+ 12.71% |
$200K - $239K
|
32.9K
$2.3M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.67K+ 2.52% |
$198K - $236K
|
149K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.65KNew |
$197K - $235K
|
3.65K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.61K+ 79.0% |
$195K - $232K
|
8.18K
$571K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.53K+ 66.48% |
$191K - $227K
|
8.84K
$617K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.47KNew |
$187K - $223K
|
3.47K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.41KNew |
$184K - $219K
|
3.41K
$238K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.4KNew |
$184K - $219K
|
3.4K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.4K+ 19.45% |
$184K - $219K
|
20.9K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
3.4KNew |
$183K - $219K
|
3.4K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.39KNew |
$183K - $218K
|
3.39K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.38KNew |
$182K - $217K
|
3.38K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 105.96% |
$182K - $217K
|
6.56K
$458K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.27KNew |
$176K - $210K
|
3.27K
$228K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.24KNew |
$175K - $208K
|
3.24K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.21KNew |
$173K - $206K
|
3.21K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$173K - $206K
|
3.2K
$223K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.19K+ 33.52% |
$172K - $205K
|
12.7K
$887K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.05K+ 2.03% |
$165K - $196K
|
153K
$10.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3K+ 99.8% |
$162K - $193K
|
6K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.87K+ 81.88% |
$155K - $185K
|
6.37K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.86K+ 7.73% |
$154K - $184K
|
39.8K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 3.76% |
$154K - $184K
|
78.7K
$5.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.82K+ 47.62% |
$152K - $181K
|
8.74K
$610K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.78K+ 5.52% |
$150K - $179K
|
53.1K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.77KNew |
$149K - $178K
|
2.77K
$193K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.72K+ 156.6% |
$147K - $175K
|
4.45K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.56K+ 21.63% |
$138K - $164K
|
14.4K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
2.48K+ 3.12% |
$134K - $160K
|
82.1K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.43K+ 2.29% |
$131K - $156K
|
109K
$7.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.4K+ 8.51% |
$130K - $154K
|
30.6K
$2.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.27K+ 3.41% |
$123K - $146K
|
68.8K
$4.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.25KNew |
$121K - $145K
|
2.25K
$157K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.23K+ 11.74% |
$120K - $143K
|
21.2K
$1.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.13K+ 3.6% |
$115K - $137K
|
61.2K
$4.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.09K+ 0.57% |
$113K - $134K
|
368K
$25.7M
|