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 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
815New |
$41.2K - $48.8K
|
815
$56.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
784+ 10.45% |
$39.6K - $47K
|
8.29K
$573K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
777+ 12.63% |
$39.3K - $46.6K
|
6.93K
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
765+ 17.19% |
$38.7K - $45.8K
|
5.22K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
754+ 2432.26% |
$38.1K - $45.2K
|
785
$54.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
711+ 3.14% |
$36K - $42.6K
|
23.3K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
653+ 11.14% |
$33K - $39.1K
|
6.51K
$451K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
624New |
$31.6K - $37.4K
|
624
$43.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
608+ 0.76% |
$30.7K - $36.4K
|
80.2K
$5.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
596+ 5.48% |
$30.1K - $35.7K
|
11.5K
$794K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
586+ 6.06% |
$29.6K - $35.1K
|
10.2K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
523+ 6.49% |
$26.4K - $31.3K
|
8.58K
$594K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
517+ 70.24% |
$26.1K - $31K
|
1.25K
$86.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
505New |
$25.5K - $30.3K
|
505
$34.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
454+ 2.45% |
$23K - $27.2K
|
19K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
446+ 4.7% |
$22.6K - $26.7K
|
9.93K
$687K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
432+ 13.97% |
$21.8K - $25.9K
|
3.53K
$244K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
424+ 10.11% |
$21.4K - $25.4K
|
4.62K
$320K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
402+ 1.42% |
$20.3K - $24.1K
|
28.7K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$20.2K - $24K
|
400
$27.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
398+ 0.85% |
$20.1K - $23.8K
|
47.3K
$3.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
361+ 7.13% |
$18.3K - $21.6K
|
5.43K
$375K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
323+ 63.83% |
$16.3K - $19.4K
|
829
$57.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
323+ 63.83% |
$16.3K - $19.4K
|
829
$57.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
305+ 4.34% |
$15.4K - $18.3K
|
7.33K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.6% |
$15.2K - $18K
|
50.3K
$3.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
289+ 2.86% |
$14.6K - $17.3K
|
10.4K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
286+ 3.43% |
$14.5K - $17.1K
|
8.63K
$597K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
269+ 0.28% |
$13.6K - $16.1K
|
97.5K
$6.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
262+ 3.1% |
$13.2K - $15.7K
|
8.7K
$602K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
261New |
$13.2K - $15.6K
|
261
$18.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
251+ 7.53% |
$12.7K - $15K
|
3.58K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
241+ 19.8% |
$12.2K - $14.4K
|
1.46K
$101K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
220New |
$11.1K - $13.2K
|
220
$15.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
214New |
$10.8K - $12.8K
|
214
$14.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.89% |
$10.1K - $12K
|
22.8K
$1.58M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$10.1K - $12K
|
200
$13.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
192+ 0.94% |
$9.71K - $11.5K
|
20.6K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
185+ 30.83% |
$9.36K - $11.1K
|
785
$54.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
182+ 387.23% |
$9.2K - $10.9K
|
229
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
174+ 5.45% |
$8.8K - $10.4K
|
3.37K
$233K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
170+ 269.84% |
$8.6K - $10.2K
|
233
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
145+ 2.81% |
$7.33K - $8.69K
|
5.31K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
133+ 7.05% |
$6.73K - $7.97K
|
2.02K
$140K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
121New |
$6.12K - $7.25K
|
121
$8.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
119+ 1.01% |
$6.02K - $7.13K
|
11.9K
$824K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
119+ 743.75% |
$6.02K - $7.13K
|
135
$9.34K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
114+ 4.08% |
$5.76K - $6.83K
|
2.91K
$201K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
113+ 0.22% |
$5.71K - $6.77K
|
51.1K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
107+ 52.71% |
$5.41K - $6.41K
|
310
$21.4K
|