Purchases and Sales Made in Q4 2024 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 2024. 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 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.93K+ 6.46% |
$258K - $283K
|
64.8K
$4.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.72K+ 13.97% |
$245K - $268K
|
30.4K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.62KNew |
$238K - $260K
|
3.62K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.57KNew |
$235K - $257K
|
3.57K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
3.56K+ 17.23% |
$234K - $256K
|
24.2K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.56KNew |
$234K - $256K
|
3.56K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.39K+ 2.98% |
$223K - $244K
|
117K
$8.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
3.38KNew |
$222K - $243K
|
3.38K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.33KNew |
$219K - $240K
|
3.33K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.31K+ 52.88% |
$218K - $238K
|
9.57K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.23K+ 52.62% |
$212K - $232K
|
9.37K
$648K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18KNew |
$209K - $229K
|
3.18K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.17KNew |
$208K - $228K
|
3.17K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
3.11K+ 20.19% |
$205K - $224K
|
18.5K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.08K+ 51.91% |
$202K - $222K
|
9.01K
$623K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.04K+ 15.04% |
$200K - $219K
|
23.3K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.88K+ 11.61% |
$190K - $207K
|
27.7K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.65KNew |
$174K - $190K
|
2.65K
$183K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.5K+ 23.15% |
$164K - $180K
|
13.3K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 2.67% |
$161K - $176K
|
94K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.94K+ 5.56% |
$128K - $140K
|
36.8K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.9K+ 1.7% |
$125K - $137K
|
114K
$7.87M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.67K+ 2.14% |
$110K - $120K
|
79.9K
$5.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.47K+ 1.14% |
$96.6K - $106K
|
131K
$9.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.45K+ 2.43% |
$95.4K - $104K
|
61.1K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.3K+ 13.79% |
$85.7K - $93.7K
|
10.8K
$744K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.21K+ 1.41% |
$79.4K - $86.9K
|
86.8K
$6M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.18K+ 2.56% |
$77.7K - $85K
|
47.4K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.17K+ 10.36% |
$76.7K - $83.9K
|
12.4K
$860K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.16K+ 76.47% |
$76.1K - $83.2K
|
2.67K
$185K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.11K+ 25.42% |
$72.7K - $79.5K
|
5.45K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.09KNew |
$71.5K - $78.3K
|
1.09K
$75.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
932New |
$61.3K - $67K
|
932
$64.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
865+ 41.39% |
$56.9K - $62.2K
|
2.96K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
852+ 4.56% |
$56K - $61.3K
|
19.5K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
792+ 129.41% |
$52.1K - $57K
|
1.4K
$97.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
761+ 6.13% |
$50K - $54.7K
|
13.2K
$911K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
759+ 10.14% |
$49.9K - $54.6K
|
8.24K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
748+ 1.41% |
$49.2K - $53.8K
|
53.8K
$3.72M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
738+ 6.88% |
$48.5K - $53.1K
|
11.5K
$794K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
734+ 15.86% |
$48.3K - $52.8K
|
5.36K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
696+ 2900.0% |
$45.8K - $50.1K
|
720
$49.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
681+ 18.21% |
$44.8K - $49K
|
4.42K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
659+ 19.1% |
$43.3K - $47.4K
|
4.11K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
607+ 9.13% |
$39.9K - $43.7K
|
7.25K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
593+ 8.97% |
$39K - $42.7K
|
7.21K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
575+ 6.5% |
$37.8K - $41.4K
|
9.42K
$652K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
556+ 13.52% |
$36.6K - $40K
|
4.67K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
535+ 5.68% |
$35.2K - $38.5K
|
9.96K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
534+ 10.62% |
$35.1K - $38.4K
|
5.56K
$385K
|