Purchases and Sales Made in Q1 2024 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.88K+ 13.07% |
$216K - $235K
|
33.6K
$2.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.86KNew |
$215K - $234K
|
3.86K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.8KNew |
$211K - $230K
|
3.8K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.52KNew |
$195K - $213K
|
3.52K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.47KNew |
$193K - $210K
|
3.47K
$229K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.42KNew |
$190K - $207K
|
3.42K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.4KNew |
$189K - $206K
|
3.4K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$186K - $203K
|
3.35K
$221K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.34KNew |
$186K - $202K
|
3.34K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.32KNew |
$185K - $201K
|
3.32K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.12K+ 7.62% |
$173K - $188K
|
44K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.12K+ 11.28% |
$173K - $188K
|
30.7K
$2.03M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.06K+ 4.57% |
$170K - $185K
|
70K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.03K+ 17.23% |
$169K - $183K
|
20.6K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.87K+ 34.43% |
$160K - $174K
|
11.2K
$740K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.82KNew |
$157K - $170K
|
2.82K
$186K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.81K+ 1.24% |
$156K - $170K
|
231K
$15.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.78K+ 25.68% |
$155K - $168K
|
13.6K
$898K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.75K+ 66.44% |
$153K - $166K
|
6.89K
$455K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.72K+ 247.0% |
$151K - $164K
|
3.82K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
2.68K+ 0.13% |
$149K - $162K
|
2.08M
$137M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.55K+ 12.35% |
$142K - $154K
|
23.2K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.54K+ 22.67% |
$141K - $153K
|
13.7K
$906K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.5K+ 10.48% |
$139K - $151K
|
26.3K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.35K+ 10.3% |
$131K - $142K
|
25.1K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.35K+ 4.86% |
$131K - $142K
|
50.7K
$3.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.29K+ 3.27% |
$127K - $138K
|
72.3K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.28K+ 4.61% |
$127K - $138K
|
51.8K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.21K+ 5.86% |
$123K - $134K
|
39.9K
$2.63M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.17K+ 40.85% |
$120K - $131K
|
7.47K
$493K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.16K+ 6.06% |
$120K - $131K
|
37.9K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.13KNew |
$118K - $128K
|
2.13K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.05KNew |
$114K - $124K
|
2.05K
$135K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.99K+ 3.1% |
$110K - $120K
|
66.1K
$4.36M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.85K+ 22.28% |
$103K - $112K
|
10.1K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$102K - $111K
|
1.83K
$121K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 25.45% |
$98.9K - $108K
|
8.77K
$579K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 1.98% |
$95.6K - $104K
|
88.6K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.63K+ 4.77% |
$90.8K - $98.7K
|
35.8K
$2.36M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.6K+ 10.52% |
$89K - $96.8K
|
16.8K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.53KNew |
$84.8K - $92.2K
|
1.53K
$101K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.48KNew |
$82.4K - $89.6K
|
1.48K
$97.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.42K+ 1.46% |
$79.1K - $86K
|
98.9K
$6.53M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.39K+ 7.69% |
$77K - $83.8K
|
19.4K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 4.12% |
$74.6K - $81.1K
|
33.9K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.3K+ 2.81% |
$72.3K - $78.6K
|
47.6K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1.27K+ 1.1% |
$70.6K - $76.8K
|
116K
$7.67M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.24K+ 3.69% |
$68.9K - $74.9K
|
34.8K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 7.32% |
$66.1K - $71.8K
|
17.4K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
1.18K+ 6.12% |
$65.8K - $71.6K
|
20.5K
$1.36M
|