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 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.67% |
$54 - $64.3
|
61
$4.22K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.02% |
$54 - $64.3
|
6.16K
$426K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.0% |
$54 - $64.3
|
19
$1.31K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3- 0.03% |
$162 - $193
|
9.25K
$640K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.39% |
$162 - $193
|
761
$52.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-9- 5.73% |
$486 - $579
|
148
$10.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.99% |
$540 - $643
|
1K
$69.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-11- 18.97% |
$594 - $707
|
47
$3.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12- 3.96% |
$648 - $772
|
291
$20.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-13- 34.21% |
$702 - $836
|
25
$1.73K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-16- 13.79% |
$864 - $1.03K
|
100
$6.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 11.26% |
$917 - $1.09K
|
134
$9.27K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 1.53% |
$1.03K - $1.22K
|
1.22K
$84.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 2.02% |
$1.13K - $1.35K
|
1.02K
$70.4K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
SELL
|
- |
-23- 1.33% |
$1.24K - $1.48K
|
1.71K
$118K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-29- 0.42% |
$1.57K - $1.86K
|
6.89K
$476K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-30- 38.46% |
$1.62K - $1.93K
|
48
$3.32K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-40- 12.01% |
$2.16K - $2.57K
|
293
$20.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-40- 81.63% |
$2.16K - $2.57K
|
9
$623
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-53- 0.23% |
$2.86K - $3.41K
|
23.3K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-60- 84.51% |
$3.24K - $3.86K
|
11
$761
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-85- 2.12% |
$4.59K - $5.47K
|
3.93K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-87- 50.29% |
$4.7K - $5.59K
|
86
$5.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-100- 2.38% |
$5.4K - $6.43K
|
4.11K
$284K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-102- 0.48% |
$5.5K - $6.56K
|
21.2K
$1.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-123- 1.86% |
$6.64K - $7.91K
|
6.48K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-127- 0.81% |
$6.85K - $8.17K
|
15.5K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-129- 9.26% |
$6.96K - $8.3K
|
1.26K
$87.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-131- 3.1% |
$7.07K - $8.42K
|
4.1K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-139- 23.4% |
$7.5K - $8.94K
|
455
$31.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-155- 18.88% |
$8.37K - $9.97K
|
666
$46.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-164- 15.94% |
$8.85K - $10.5K
|
865
$59.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-173- 3.92% |
$9.34K - $11.1K
|
4.25K
$294K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-174- 10.19% |
$9.39K - $11.2K
|
1.53K
$106K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-175- 8.54% |
$9.44K - $11.3K
|
1.88K
$130K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-202- 11.37% |
$10.9K - $13K
|
1.57K
$109K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-249- 68.03% |
$13.4K - $16K
|
117
$8.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-257- 84.54% |
$13.9K - $16.5K
|
47
$3.25K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-282- 2.96% |
$15.2K - $18.1K
|
9.25K
$640K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-288- 6.17% |
$15.5K - $18.5K
|
4.38K
$303K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-290- 31.83% |
$15.7K - $18.6K
|
621
$43K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-294- 7.74% |
$15.9K - $18.9K
|
3.5K
$242K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.58% |
$16.2K - $19.3K
|
51.3K
$3.55M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-329- 6.95% |
$17.8K - $21.2K
|
4.4K
$305K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-337- 24.14% |
$18.2K - $21.7K
|
1.06K
$73.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-362- 4.13% |
$19.5K - $23.3K
|
8.4K
$581K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-386- 3.38% |
$20.8K - $24.8K
|
11K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-391- 0.04% |
$21.1K - $25.1K
|
990K
$68.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-442- 45.43% |
$23.9K - $28.4K
|
531
$36.7K
|