Purchases and Sales Made in Q3 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 15.63% |
$363 - $1.05K
|
111
$7.61K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 2.01% |
$363 - $1.05K
|
761
$52.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
14New |
$339 - $983
|
14
$960
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 6.34% |
$218 - $632
|
151
$10.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 4.67% |
$121 - $351
|
112
$7.68K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
5+ 0.07% |
$121 - $351
|
6.93K
$475K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.12% |
$121 - $351
|
4.02K
$276K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
5+ 15.15% |
$121 - $351
|
38
$2.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5+ 0.06% |
$121 - $351
|
8.66K
$594K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$96.9 - $281
|
4.79K
$329K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
4+ 0.0% |
$96.9 - $281
|
314K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.1% |
$72.7 - $211
|
2.98K
$204K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$48.5 - $140
|
5
$343
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$48.5 - $140
|
16.5K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$24.2 - $70.2
|
1
$68.6
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$24.2 - $70.2
|
1
$68.6
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 5.26% |
$24.2 - $70.2
|
20
$1.37K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.02% |
$24.2 - $70.2
|
6.16K
$423K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 3.92% |
$48.5 - $140
|
49
$3.36K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4- 0.23% |
$96.9 - $281
|
1.73K
$119K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 6.02% |
$121 - $351
|
78
$5.35K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-13- 5.68% |
$315 - $913
|
216
$14.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 20.0% |
$363 - $1.05K
|
60
$4.11K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 12.59% |
$412 - $1.19K
|
118
$8.09K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-18- 1.43% |
$436 - $1.26K
|
1.24K
$85.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-19- 13.77% |
$460 - $1.33K
|
119
$8.16K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-21- 30.43% |
$509 - $1.47K
|
48
$3.29K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25- 0.22% |
$606 - $1.76K
|
11.4K
$784K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-27- 0.62% |
$654 - $1.9K
|
4.32K
$296K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-31- 0.36% |
$751 - $2.18K
|
8.69K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-39- 0.61% |
$945 - $2.74K
|
6.36K
$436K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40- 0.9% |
$969 - $2.81K
|
4.42K
$303K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-55- 6.72% |
$1.33K - $3.86K
|
764
$52.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-66- 27.62% |
$1.6K - $4.64K
|
173
$11.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-72- 0.23% |
$1.74K - $5.06K
|
31.3K
$2.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-75- 1.71% |
$1.82K - $5.27K
|
4.32K
$296K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-77- 7.53% |
$1.87K - $5.41K
|
946
$64.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-81- 0.72% |
$1.96K - $5.69K
|
11.2K
$770K
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-100- 1.8% |
$2.42K - $7.02K
|
5.45K
$373K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-135- 0.4% |
$3.27K - $9.48K
|
34K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-138- 3.69% |
$3.34K - $9.69K
|
3.6K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-139- 3.74% |
$3.37K - $9.76K
|
3.57K
$245K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 7.85% |
$3.56K - $10.3K
|
1.73K
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-148- 1.5% |
$3.59K - $10.4K
|
9.7K
$665K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-150- 0.72% |
$3.63K - $10.5K
|
20.6K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-184- 21.1% |
$4.46K - $12.9K
|
688
$47.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-185- 0.06% |
$4.48K - $13K
|
300K
$20.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-193- 7.22% |
$4.68K - $13.6K
|
2.48K
$170K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-197- 19.92% |
$4.77K - $13.8K
|
792
$54.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-198- 16.35% |
$4.8K - $13.9K
|
1.01K
$69.5K
|