Purchases and Sales Made in Q3 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.1KNew |
$111K - $133K
|
2.1K
$144K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2K+ 2.98% |
$105K - $127K
|
69.1K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97K+ 4.47% |
$104K - $125K
|
46.1K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.93K+ 2.58% |
$102K - $122K
|
76.5K
$5.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.92K+ 5.13% |
$101K - $122K
|
39.3K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.89K+ 5.06% |
$99.4K - $120K
|
39.2K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.68KNew |
$88.5K - $107K
|
1.68K
$115K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.63K+ 2.23% |
$85.8K - $103K
|
74.6K
$5.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.4K+ 29.43% |
$73.7K - $88.7K
|
6.15K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.32K+ 18.61% |
$69.8K - $84K
|
8.44K
$579K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.31K+ 11.28% |
$69.2K - $83.3K
|
13K
$888K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.28K+ 27.98% |
$67.6K - $81.4K
|
5.87K
$402K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$67.4K - $81.1K
|
1.28K
$87.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 5.03% |
$66.7K - $80.2K
|
26.4K
$1.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.24K+ 28.5% |
$65.1K - $78.4K
|
5.57K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.21K+ 7.31% |
$63.8K - $76.8K
|
17.8K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 6.13% |
$61.9K - $74.5K
|
20.3K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.17K+ 9.14% |
$61.9K - $74.5K
|
14K
$961K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 7.8% |
$58K - $69.8K
|
15.2K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.07K+ 2.73% |
$56.6K - $68.1K
|
40.4K
$2.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.03K+ 2.78% |
$54.2K - $65.2K
|
38K
$2.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 6.18% |
$53.6K - $64.6K
|
17.5K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.02KNew |
$53.5K - $64.4K
|
1.02K
$69.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
991+ 4.93% |
$52.2K - $62.8K
|
21.1K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
987+ 624.68% |
$52K - $62.6K
|
1.15K
$78.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
973+ 10.71% |
$51.3K - $61.7K
|
10.1K
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
935+ 3.7% |
$49.3K - $59.3K
|
26.2K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
853+ 12.83% |
$45K - $54.1K
|
7.5K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
800+ 133.33% |
$42.2K - $50.7K
|
1.4K
$96K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
800+ 5.49% |
$42.2K - $50.7K
|
15.4K
$1.05M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
794+ 16.91% |
$41.8K - $50.4K
|
5.49K
$376K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
789+ 16.97% |
$41.6K - $50K
|
5.44K
$373K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
751+ 8.43% |
$39.6K - $47.6K
|
9.66K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
709+ 2.81% |
$37.4K - $45K
|
25.9K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
680+ 3.05% |
$35.8K - $43.1K
|
23K
$1.58M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
679+ 6.66% |
$35.8K - $43.1K
|
10.9K
$746K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
670New |
$35.3K - $42.5K
|
670
$45.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
650+ 0.51% |
$34.3K - $41.2K
|
128K
$8.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
614+ 4.95% |
$32.4K - $38.9K
|
13K
$892K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
548+ 2.16% |
$28.9K - $34.8K
|
26K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
546+ 8.58% |
$28.8K - $34.6K
|
6.91K
$474K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
545+ 2.47% |
$28.7K - $34.6K
|
22.6K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
540+ 6.52% |
$28.5K - $34.2K
|
8.83K
$605K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
534+ 1213.64% |
$28.1K - $33.9K
|
578
$39.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
516New |
$27.2K - $32.7K
|
516
$35.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
509+ 12.38% |
$26.8K - $32.3K
|
4.62K
$317K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
500+ 4.79% |
$26.4K - $31.7K
|
10.9K
$750K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
473+ 9.65% |
$24.9K - $30K
|
5.38K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
470+ 0.78% |
$24.8K - $29.8K
|
61.1K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
453+ 4.71% |
$23.9K - $28.7K
|
10.1K
$691K
|