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 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
144+ 17.73% |
$8.01K - $8.71K
|
956
$65.3K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
139+ 1.6% |
$7.73K - $8.41K
|
8.84K
$604K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
137+ 1.2% |
$7.62K - $8.28K
|
11.6K
$791K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
134New |
$7.45K - $8.1K
|
134
$9.15K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
108+ 1.17% |
$6.01K - $6.53K
|
9.34K
$638K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
89+ 12.41% |
$4.95K - $5.38K
|
806
$55K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
88+ 1.5% |
$4.89K - $5.32K
|
5.95K
$406K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
87+ 2.05% |
$4.84K - $5.26K
|
4.34K
$296K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
84+ 0.57% |
$4.67K - $5.08K
|
14.9K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
78+ 1.88% |
$4.34K - $4.72K
|
4.22K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
78New |
$4.34K - $4.72K
|
78
$5.33K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 0.85% |
$4.17K - $4.54K
|
8.91K
$609K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
71+ 0.09% |
$3.95K - $4.29K
|
80.2K
$5.48M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65+ 2.24% |
$3.61K - $3.93K
|
2.97K
$203K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
54+ 3.7% |
$3K - $3.27K
|
1.51K
$103K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 21.46% |
$2.78K - $3.02K
|
283
$19.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49+ 0.39% |
$2.72K - $2.96K
|
12.5K
$855K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 18.18% |
$2.45K - $2.66K
|
286
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
44New |
$2.45K - $2.66K
|
44
$3.01K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
43+ 0.57% |
$2.39K - $2.6K
|
7.53K
$515K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 5.17% |
$2.39K - $2.6K
|
875
$59.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38+ 88.37% |
$2.11K - $2.3K
|
81
$5.53K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
36+ 0.77% |
$2K - $2.18K
|
4.71K
$322K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35New |
$1.95K - $2.12K
|
35
$2.39K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.34% |
$1.78K - $1.94K
|
9.58K
$654K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
31New |
$1.72K - $1.87K
|
31
$2.12K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 35.29% |
$1.67K - $1.81K
|
115
$7.85K
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
29+ 0.06% |
$1.61K - $1.75K
|
47.3K
$3.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
26+ 0.72% |
$1.45K - $1.57K
|
3.66K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$1.39K - $1.51K
|
25
$1.71K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23New |
$1.28K - $1.39K
|
23
$1.57K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21+ 0.08% |
$1.17K - $1.27K
|
25.9K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20New |
$1.11K - $1.21K
|
20
$1.37K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$1.11K - $1.21K
|
20
$1.37K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
19New |
$1.06K - $1.15K
|
19
$1.3K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19+ 18.1% |
$1.06K - $1.15K
|
124
$8.47K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 0.89% |
$890 - $968
|
1.81K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.28% |
$834 - $907
|
5.32K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 350.0% |
$779 - $847
|
18
$1.23K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14New |
$779 - $847
|
14
$956
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 10.74% |
$723 - $786
|
134
$9.15K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 34.38% |
$612 - $665
|
43
$2.94K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$556 - $605
|
10
$683
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$556 - $605
|
10
$683
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$445 - $484
|
8
$546
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7New |
$389 - $423
|
7
$478
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6+ 0.96% |
$334 - $363
|
630
$43K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 0.17% |
$334 - $363
|
3.53K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$278 - $302
|
5
$342
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.11% |
$278 - $302
|
4.6K
$314K
|