Purchases and Sales Made in Q4 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 2023. 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 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
9.3K+ 23.08% |
$470K - $557K
|
49.6K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8.77K+ 1.63% |
$443K - $525K
|
547K
$38.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
8.35KNew |
$422K - $500K
|
8.35K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.34K+ 57.84% |
$422K - $500K
|
22.8K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
7.99K+ 6.69% |
$404K - $478K
|
127K
$8.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7.85K+ 0.32% |
$397K - $470K
|
2.47M
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.41KNew |
$375K - $444K
|
7.41K
$518K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7.36K+ 4.44% |
$372K - $441K
|
173K
$12.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.19K+ 3.66% |
$363K - $431K
|
204K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.15K+ 61.65% |
$361K - $428K
|
18.7K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
7.07K+ 26.64% |
$357K - $423K
|
33.6K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.99KNew |
$354K - $419K
|
6.99K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.79KNew |
$343K - $407K
|
6.79K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
6.36K+ 2.44% |
$321K - $381K
|
266K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.97KNew |
$302K - $357K
|
5.97K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.88KNew |
$297K - $352K
|
5.88K
$411K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.74K+ 23.84% |
$290K - $344K
|
29.8K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5.73K+ 31.66% |
$290K - $343K
|
23.8K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.65K+ 19.77% |
$285K - $338K
|
34.2K
$2.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.42KNew |
$274K - $325K
|
5.42K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.35K+ 87.81% |
$271K - $321K
|
11.4K
$799K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.29KNew |
$268K - $317K
|
5.29K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
5.21K+ 111.59% |
$263K - $312K
|
9.88K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
5.2KNew |
$263K - $312K
|
5.2K
$363K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.19KNew |
$262K - $311K
|
5.19K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.17KNew |
$262K - $310K
|
5.17K
$361K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.09K+ 127.83% |
$257K - $305K
|
9.07K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.05K+ 104.36% |
$256K - $303K
|
9.9K
$691K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
5.05K+ 9.35% |
$255K - $303K
|
59.1K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.89K+ 10.21% |
$247K - $293K
|
52.7K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.87K+ 15.96% |
$246K - $292K
|
35.4K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.8KNew |
$243K - $288K
|
4.8K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.6K+ 9.42% |
$232K - $275K
|
53.4K
$3.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.4KNew |
$223K - $264K
|
4.4K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.2KNew |
$212K - $251K
|
4.2K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.17K+ 6.04% |
$211K - $250K
|
73.2K
$5.11M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.17KNew |
$211K - $250K
|
4.17K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$210K - $249K
|
4.16K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.14KNew |
$209K - $248K
|
4.14K
$289K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.12K+ 102.98% |
$208K - $247K
|
8.12K
$567K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.94KNew |
$199K - $236K
|
3.94K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.92K+ 8.5% |
$198K - $235K
|
50K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.86KNew |
$195K - $231K
|
3.86K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.83KNew |
$194K - $229K
|
3.83K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.78K+ 2.04% |
$191K - $226K
|
189K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.78K+ 86.76% |
$191K - $226K
|
8.13K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.71K+ 3.37% |
$188K - $222K
|
114K
$7.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.67K+ 4.92% |
$186K - $220K
|
78.3K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.63KNew |
$184K - $218K
|
3.63K
$254K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.63KNew |
$184K - $218K
|
3.63K
$254K
|