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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.63KNew |
$184K - $217K
|
3.63K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.62KNew |
$183K - $217K
|
3.62K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.62KNew |
$183K - $217K
|
3.62K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.61KNew |
$183K - $217K
|
3.61K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.6K+ 5.68% |
$182K - $216K
|
66.9K
$4.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.57KNew |
$181K - $214K
|
3.57K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.57KNew |
$181K - $214K
|
3.57K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56K+ 20.35% |
$180K - $213K
|
21K
$1.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.56KNew |
$180K - $213K
|
3.56K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.52K+ 5.75% |
$178K - $211K
|
64.7K
$4.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3.52KNew |
$178K - $211K
|
3.52K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.45KNew |
$174K - $206K
|
3.45K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.34K+ 59.88% |
$169K - $200K
|
8.91K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 24.92% |
$164K - $194K
|
16.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.11K+ 15.11% |
$157K - $186K
|
23.7K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
2.93K+ 1.79% |
$148K - $176K
|
167K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.85K+ 16.03% |
$144K - $171K
|
20.6K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.81K+ 9.46% |
$142K - $169K
|
32.6K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
2.63K+ 754.89% |
$133K - $157K
|
2.98K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.58K+ 0.52% |
$130K - $154K
|
500K
$34.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.55K+ 0.69% |
$129K - $153K
|
372K
$26M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.5K+ 31.51% |
$127K - $150K
|
10.4K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.5K+ 1.55% |
$126K - $150K
|
163K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.36K+ 1.39% |
$119K - $141K
|
172K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
2.33K+ 2.06% |
$118K - $139K
|
115K
$8.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.05K+ 2591.14% |
$104K - $123K
|
2.13K
$148K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
2.03K+ 16.4% |
$103K - $122K
|
14.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 6.55% |
$93K - $110K
|
29.9K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.84K+ 28.2% |
$92.8K - $110K
|
8.34K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.8KNew |
$90.9K - $108K
|
1.8K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.79KNew |
$90.6K - $107K
|
1.79K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65K+ 5.87% |
$83.2K - $98.6K
|
29.7K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.59KNew |
$80.2K - $95K
|
1.59K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.5KNew |
$75.9K - $89.9K
|
1.5K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 5.61% |
$74.9K - $88.8K
|
27.9K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.47KNew |
$74.2K - $87.9K
|
1.47K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.42K+ 5.42% |
$71.8K - $85.1K
|
27.6K
$1.93M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.3K+ 21.64% |
$65.5K - $77.6K
|
7.29K
$509K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.26K+ 7.28% |
$63.9K - $75.7K
|
18.6K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.26K+ 0.99% |
$63.7K - $75.5K
|
129K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.21K+ 2.99% |
$61.1K - $72.4K
|
41.6K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.06KNew |
$53.5K - $63.3K
|
1.06K
$73.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.06K+ 4.32% |
$53.4K - $63.2K
|
25.5K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
995+ 4.33% |
$50.3K - $59.6K
|
24K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
972New |
$49.2K - $58.2K
|
972
$67.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
916+ 7.4% |
$46.3K - $54.9K
|
13.3K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
915+ 5.48% |
$46.3K - $54.8K
|
17.6K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
895+ 120.3% |
$45.3K - $53.6K
|
1.64K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
873+ 16.5% |
$44.1K - $52.3K
|
6.16K
$430K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
835+ 80.83% |
$42.2K - $50K
|
1.87K
$130K
|