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 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-66- 8.41% |
$3.67K - $3.99K
|
719
$52.4K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-67- 7.85% |
$3.73K - $4.05K
|
786
$57.3K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-73- 0.85% |
$4.06K - $4.41K
|
8.51K
$620K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-75- 1.04% |
$4.17K - $4.54K
|
7.11K
$518K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-82- 5.23% |
$4.56K - $4.96K
|
1.49K
$108K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-90- 1.95% |
$5K - $5.44K
|
4.53K
$330K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-93- 48.69% |
$5.17K - $5.62K
|
98
$7.14K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-97- 0.41% |
$5.39K - $5.87K
|
23.6K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-99- 0.06% |
$5.51K - $5.99K
|
165K
$12M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-102- 8.02% |
$5.67K - $6.17K
|
1.17K
$85.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-111- 2.72% |
$6.17K - $6.71K
|
3.98K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-125- 15.92% |
$6.95K - $7.56K
|
660
$48.1K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-125- 0.99% |
$6.95K - $7.56K
|
12.5K
$914K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-130- 1.39% |
$7.23K - $7.86K
|
9.22K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-134- 12.68% |
$7.45K - $8.1K
|
923
$67.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-143- 0.4% |
$7.95K - $8.65K
|
35.3K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-155- 11.93% |
$8.62K - $9.37K
|
1.14K
$83.4K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-166- 3.8% |
$9.23K - $10K
|
4.2K
$306K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-169- 16.62% |
$9.4K - $10.2K
|
848
$61.8K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-197- 4.22% |
$11K - $11.9K
|
4.47K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 88.11% |
$11.1K - $12.1K
|
27
$1.97K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-221- 6.19% |
$12.3K - $13.4K
|
3.35K
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-230- 6.01% |
$12.8K - $13.9K
|
3.6K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-243- 2.92% |
$13.5K - $14.7K
|
8.09K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-250- 6.63% |
$13.9K - $15.1K
|
3.52K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-263- 24.37% |
$14.6K - $15.9K
|
816
$59.5K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-282- 7.02% |
$15.7K - $17.1K
|
3.74K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-290- 0.74% |
$16.1K - $17.5K
|
38.9K
$2.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-300- 7.15% |
$16.7K - $18.1K
|
3.9K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-326- 8.45% |
$18.1K - $19.7K
|
3.53K
$258K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-327- 2.44% |
$18.2K - $19.8K
|
13K
$951K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-339- 2.13% |
$18.9K - $20.5K
|
15.6K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-379- 7.41% |
$21.1K - $22.9K
|
4.74K
$345K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-388- 8.51% |
$21.6K - $23.5K
|
4.17K
$304K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-413- 16.63% |
$23K - $25K
|
2.07K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-432- 1.11% |
$24K - $26.1K
|
38.6K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-440- 5.42% |
$24.5K - $26.6K
|
7.68K
$560K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-462- 6.31% |
$25.7K - $27.9K
|
6.87K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-462- 12.89% |
$25.7K - $27.9K
|
3.12K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.84% |
$27.8K - $30.2K
|
17.1K
$1.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-544- 1.87% |
$30.3K - $32.9K
|
28.5K
$2.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-545- 10.45% |
$30.3K - $33K
|
4.67K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-556- 5.32% |
$30.9K - $33.6K
|
9.89K
$721K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-567- 0.22% |
$31.5K - $34.3K
|
253K
$18.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-593- 4.13% |
$33K - $35.9K
|
13.8K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-600- 13.81% |
$33.4K - $36.3K
|
3.75K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-650- 2.33% |
$36.1K - $39.3K
|
27.3K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-663- 3.89% |
$36.9K - $40.1K
|
16.4K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-677- 6.51% |
$37.6K - $40.9K
|
9.72K
$708K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-714- 38.22% |
$39.7K - $43.2K
|
1.15K
$84.1K
|