Purchases and Sales Made in Q2 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 0.15% |
$341 - $376
|
4.04K
$277K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 2.84% |
$341 - $376
|
217
$14.9K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 0.03% |
$228 - $251
|
13.2K
$907K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.22% |
$228 - $251
|
1.81K
$124K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 12.5% |
$114 - $125
|
18
$1.23K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.11% |
$114 - $125
|
1.89K
$130K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.25% |
$56.9 - $62.6
|
400
$27.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.08% |
$56.9 - $62.6
|
1.19K
$81.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.47% |
$56.9 - $62.6
|
213
$14.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3- 0.6% |
$171 - $188
|
499
$34.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-4- 0.05% |
$228 - $251
|
8.29K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4- 0.01% |
$228 - $251
|
67.1K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 7.94% |
$285 - $313
|
58
$3.98K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6- 66.67% |
$341 - $376
|
3
$206
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6- 0.03% |
$341 - $376
|
19.3K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 0.14% |
$455 - $501
|
5.81K
$398K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-12- 0.07% |
$683 - $752
|
16.6K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15- 0.12% |
$854 - $939
|
12.4K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-20- 11.24% |
$1.14K - $1.25K
|
158
$10.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-20- 0.45% |
$1.14K - $1.25K
|
4.43K
$304K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-21- 0.76% |
$1.19K - $1.32K
|
2.73K
$187K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-23- 2.79% |
$1.31K - $1.44K
|
800
$54.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-24- 0.13% |
$1.37K - $1.5K
|
18.7K
$1.28M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-27- 0.75% |
$1.54K - $1.69K
|
3.59K
$246K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-28- 41.18% |
$1.59K - $1.75K
|
40
$2.74K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-29- 0.61% |
$1.65K - $1.82K
|
4.75K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-30- 0.38% |
$1.71K - $1.88K
|
7.9K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-34- 0.76% |
$1.93K - $2.13K
|
4.44K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 5.9% |
$2.16K - $2.38K
|
606
$41.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40- 0.93% |
$2.28K - $2.51K
|
4.26K
$292K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-58- 61.05% |
$3.3K - $3.63K
|
37
$2.54K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-60- 1.21% |
$3.41K - $3.76K
|
4.9K
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-70- 48.61% |
$3.98K - $4.38K
|
74
$5.07K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-72- 1.45% |
$4.1K - $4.51K
|
4.91K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-74- 0.09% |
$4.21K - $4.63K
|
79K
$5.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-75- 0.84% |
$4.27K - $4.7K
|
8.84K
$606K
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-91- 0.19% |
$5.18K - $5.7K
|
48.4K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-92- 0.92% |
$5.23K - $5.76K
|
9.95K
$682K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 40.32% |
$5.69K - $6.26K
|
148
$10.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-112- 2.32% |
$6.37K - $7.01K
|
4.72K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-134- 0.6% |
$7.62K - $8.39K
|
22.1K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-154- 0.41% |
$8.76K - $9.65K
|
37.4K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-155- 1.5% |
$8.82K - $9.71K
|
10.2K
$699K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-179- 3.05% |
$10.2K - $11.2K
|
5.69K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-192- 33.51% |
$10.9K - $12K
|
381
$26.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-200- 1.2% |
$11.4K - $12.5K
|
16.5K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-245- 23.86% |
$13.9K - $15.3K
|
782
$53.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-265- 0.89% |
$15.1K - $16.6K
|
29.4K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-268- 1.38% |
$15.2K - $16.8K
|
19.2K
$1.31M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-281- 1.06% |
$16K - $17.6K
|
26.2K
$1.8M
|