Purchases and Sales Made in Q2 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
223+ 6.35% |
$13.6K - $16.4K
|
3.74K
$272K
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 2.33% |
$13K - $15.6K
|
9.31K
$679K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
208+ 0.29% |
$12.7K - $15.3K
|
72.4K
$5.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
207+ 3.16% |
$12.7K - $15.2K
|
6.77K
$493K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
193+ 50.13% |
$11.8K - $14.2K
|
578
$42.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
192+ 6.3% |
$11.7K - $14.1K
|
3.24K
$236K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
175+ 0.18% |
$10.7K - $12.9K
|
96.2K
$7.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
170+ 0.63% |
$10.4K - $12.5K
|
27K
$1.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
169New |
$10.3K - $12.4K
|
169
$12.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
162+ 1.84% |
$9.91K - $11.9K
|
8.97K
$654K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
133+ 14.94% |
$8.13K - $9.78K
|
1.02K
$74.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
132+ 2.04% |
$8.07K - $9.71K
|
6.59K
$480K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
132+ 35.77% |
$8.07K - $9.71K
|
501
$36.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
111+ 1.36% |
$6.79K - $8.17K
|
8.3K
$605K
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
104+ 0.46% |
$6.36K - $7.65K
|
22.5K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
101+ 1.18% |
$6.18K - $7.43K
|
8.66K
$631K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.55% |
$6.12K - $7.36K
|
18.4K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
89+ 0.11% |
$5.44K - $6.55K
|
77.6K
$5.66M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
83+ 1.65% |
$5.08K - $6.11K
|
5.11K
$373K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
69+ 0.6% |
$4.22K - $5.08K
|
11.6K
$845K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
67+ 1.45% |
$4.1K - $4.93K
|
4.69K
$342K
|
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
61+ 1.93% |
$3.73K - $4.49K
|
3.23K
$235K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
59New |
$3.61K - $4.34K
|
59
$4.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
58+ 58.59% |
$3.55K - $4.27K
|
157
$11.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57+ 0.47% |
$3.49K - $4.19K
|
12.3K
$897K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
48+ 1.42% |
$2.94K - $3.53K
|
3.42K
$250K
|
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
44+ 0.33% |
$2.69K - $3.24K
|
13.2K
$965K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 2.11% |
$2.32K - $2.8K
|
1.84K
$134K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 3.15% |
$2.26K - $2.72K
|
1.21K
$88.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36New |
$2.2K - $2.65K
|
36
$2.62K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
35+ 0.22% |
$2.14K - $2.57K
|
15.9K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
33+ 0.52% |
$2.02K - $2.43K
|
6.4K
$467K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
33+ 1.19% |
$2.02K - $2.43K
|
2.8K
$204K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 516.67% |
$1.9K - $2.28K
|
37
$2.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.03% |
$1.83K - $2.21K
|
89.7K
$6.53M
|
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
30+ 0.03% |
$1.83K - $2.21K
|
89.7K
$6.53M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 250.0% |
$1.83K - $2.21K
|
42
$3.06K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
29New |
$1.77K - $2.13K
|
29
$2.11K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
27+ 1.58% |
$1.65K - $1.99K
|
1.74K
$127K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
26+ 136.84% |
$1.59K - $1.91K
|
45
$3.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23+ 328.57% |
$1.41K - $1.69K
|
30
$2.19K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
21New |
$1.28K - $1.54K
|
21
$1.53K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.54K
|
21
$1.53K
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
20+ 0.66% |
$1.22K - $1.47K
|
3.04K
$222K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19New |
$1.16K - $1.4K
|
19
$1.38K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19+ 2.95% |
$1.16K - $1.4K
|
663
$48.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 25.0% |
$917 - $1.1K
|
75
$5.47K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
15+ 83.33% |
$917 - $1.1K
|
33
$2.41K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14New |
$856 - $1.03K
|
14
$1.02K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
14+ 6.51% |
$856 - $1.03K
|
229
$16.7K
|