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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
423+ 2.68% |
$22.8K - $27.2K
|
16.2K
$1.13M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
421+ 9.02% |
$22.7K - $27.1K
|
5.09K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
421New |
$22.7K - $27.1K
|
421
$29.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
408+ 0.4% |
$22K - $26.2K
|
102K
$7.12M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.51% |
$21.6K - $25.7K
|
78.9K
$5.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
392+ 13.15% |
$21.2K - $25.2K
|
3.37K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
376+ 3.88% |
$20.3K - $24.2K
|
10.1K
$704K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
330+ 6.06% |
$17.8K - $21.2K
|
5.78K
$403K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
319New |
$17.2K - $20.5K
|
319
$22.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
313New |
$16.9K - $20.1K
|
313
$21.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
311New |
$16.8K - $20K
|
311
$21.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
309+ 8.0% |
$16.7K - $19.9K
|
4.17K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
308New |
$16.6K - $19.8K
|
308
$21.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
300New |
$16.2K - $19.3K
|
300
$20.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
294New |
$15.9K - $18.9K
|
294
$20.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
279+ 6.22% |
$15.1K - $17.9K
|
4.76K
$332K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
272+ 6.93% |
$14.7K - $17.5K
|
4.2K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
271New |
$14.6K - $17.4K
|
271
$18.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
267+ 0.79% |
$14.4K - $17.2K
|
34K
$2.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
266+ 1.13% |
$14.4K - $17.1K
|
23.8K
$1.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
248+ 2.08% |
$13.4K - $15.9K
|
12.2K
$849K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
222New |
$12K - $14.3K
|
222
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
211+ 0.61% |
$11.4K - $13.6K
|
35.1K
$2.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.08% |
$10.8K - $12.9K
|
18.8K
$1.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
194+ 3.79% |
$10.5K - $12.5K
|
5.31K
$371K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
183+ 23.11% |
$9.88K - $11.8K
|
975
$68.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
178+ 0.43% |
$9.61K - $11.4K
|
41.2K
$2.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
160+ 0.32% |
$8.64K - $10.3K
|
49.4K
$3.45M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
154New |
$8.31K - $9.9K
|
154
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
153+ 12.4% |
$8.26K - $9.84K
|
1.39K
$96.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
124+ 91.18% |
$6.69K - $7.97K
|
260
$18.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
119+ 0.63% |
$6.42K - $7.65K
|
19K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
105New |
$5.67K - $6.75K
|
105
$7.33K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.98% |
$5.5K - $6.56K
|
10.5K
$736K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
100+ 2.0% |
$5.4K - $6.43K
|
5.1K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
100+ 0.44% |
$5.4K - $6.43K
|
22.8K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
99+ 10.62% |
$5.34K - $6.37K
|
1.03K
$72K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
98+ 115.29% |
$5.29K - $6.3K
|
183
$12.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
93+ 1.05% |
$5.02K - $5.98K
|
8.96K
$625K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
92+ 18.51% |
$4.97K - $5.92K
|
589
$41.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
88New |
$4.75K - $5.66K
|
88
$6.14K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
88New |
$4.75K - $5.66K
|
88
$6.14K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
84+ 0.03% |
$4.53K - $5.4K
|
314K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
82+ 0.29% |
$4.43K - $5.27K
|
28.5K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
78New |
$4.21K - $5.02K
|
78
$5.45K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
78New |
$4.21K - $5.02K
|
78
$5.45K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 10.26% |
$4.1K - $4.89K
|
817
$57K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
75New |
$4.05K - $4.82K
|
75
$5.24K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 0.86% |
$4.05K - $4.82K
|
8.76K
$612K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
75+ 10.9% |
$4.05K - $4.82K
|
763
$53.3K
|