Purchases and Sales Made in Q4 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
68New |
$3.67K - $4.37K
|
68
$4.96K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.4K - $4.05K
|
63
$4.59K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
62New |
$3.35K - $3.99K
|
62
$4.52K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
62New |
$3.35K - $3.99K
|
62
$4.52K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 140.48% |
$3.18K - $3.79K
|
101
$7.36K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
58+ 156.76% |
$3.13K - $3.73K
|
95
$6.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
53+ 0.43% |
$2.86K - $3.41K
|
12.4K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
52New |
$2.81K - $3.34K
|
52
$3.79K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
51+ 0.12% |
$2.75K - $3.28K
|
41.1K
$2.99M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 6.13% |
$2.7K - $3.22K
|
865
$63K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$2.7K - $3.22K
|
50
$3.64K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
49+ 0.72% |
$2.64K - $3.15K
|
6.88K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48New |
$2.59K - $3.09K
|
48
$3.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42New |
$2.27K - $2.7K
|
42
$3.06K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
39New |
$2.1K - $2.51K
|
39
$2.84K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 30.16% |
$2.05K - $2.44K
|
164
$12K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
38New |
$2.05K - $2.44K
|
38
$2.77K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
36+ 0.17% |
$1.94K - $2.32K
|
21.7K
$1.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 4.47% |
$1.83K - $2.19K
|
795
$57.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
34+ 0.29% |
$1.83K - $2.19K
|
11.6K
$845K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33+ 9.54% |
$1.78K - $2.12K
|
379
$27.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 24.11% |
$1.46K - $1.74K
|
139
$10.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
27+ 0.78% |
$1.46K - $1.74K
|
3.51K
$256K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26+ 3.06% |
$1.4K - $1.67K
|
876
$63.9K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 3.39% |
$1.24K - $1.48K
|
701
$51.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
23+ 0.23% |
$1.24K - $1.48K
|
10.1K
$739K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 0.45% |
$1.19K - $1.41K
|
4.96K
$361K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
21+ 60.0% |
$1.13K - $1.35K
|
56
$4.08K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 0.42% |
$1.08K - $1.29K
|
4.81K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
13New |
$702 - $836
|
13
$948
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
12New |
$648 - $772
|
12
$875
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12New |
$648 - $772
|
12
$875
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$648 - $772
|
12
$875
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12+ 0.48% |
$648 - $772
|
2.49K
$182K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 9.32% |
$594 - $707
|
129
$9.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$594 - $707
|
11
$802
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.56% |
$540 - $643
|
1.81K
$132K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
9+ 25.71% |
$486 - $579
|
44
$3.21K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$432 - $514
|
8
$583
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$432 - $514
|
8
$583
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.78% |
$432 - $514
|
1.04K
$75.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$324 - $386
|
6.93K
$505K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5+ 0.09% |
$270 - $322
|
5.8K
$423K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$270 - $322
|
5
$364
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.12% |
$270 - $322
|
4.03K
$293K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.11% |
$270 - $322
|
4.37K
$318K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$216 - $257
|
4
$292
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4+ 0.06% |
$216 - $257
|
6.37K
$464K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.23% |
$216 - $257
|
1.74K
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$54 - $64.3
|
6
$437
|