Purchases and Sales Made in Q4 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.56% |
$50.6 - $59.9
|
17
$1.17K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-4- 50.0% |
$202 - $240
|
4
$274
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 8.47% |
$253 - $300
|
54
$3.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6- 0.16% |
$303 - $359
|
3.79K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 20.0% |
$405 - $479
|
32
$2.19K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14- 77.78% |
$708 - $839
|
4
$274
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-16- 7.41% |
$809 - $959
|
200
$13.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 24.29% |
$860 - $1.02K
|
53
$3.63K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 1.92% |
$1.11K - $1.32K
|
1.12K
$77K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-23- 0.23% |
$1.16K - $1.38K
|
10.2K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-31- 0.75% |
$1.57K - $1.86K
|
4.1K
$281K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-38- 18.18% |
$1.92K - $2.28K
|
171
$11.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-38- 0.06% |
$1.92K - $2.28K
|
60.2K
$4.13M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-43- 0.32% |
$2.17K - $2.58K
|
13.5K
$928K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 27.06% |
$2.33K - $2.76K
|
124
$8.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-53- 2.42% |
$2.68K - $3.18K
|
2.14K
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-58- 18.35% |
$2.93K - $3.47K
|
258
$17.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-65- 31.86% |
$3.29K - $3.89K
|
139
$9.53K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-67- 7.45% |
$3.39K - $4.01K
|
832
$57.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-73- 80.22% |
$3.69K - $4.37K
|
18
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-79- 1.93% |
$4K - $4.73K
|
4.02K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-80- 0.57% |
$4.05K - $4.79K
|
14K
$963K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-82- 0.41% |
$4.15K - $4.91K
|
19.8K
$1.36M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-83- 6.62% |
$4.2K - $4.97K
|
1.17K
$80.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-87- 1.86% |
$4.4K - $5.21K
|
4.6K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.13% |
$5.06K - $5.99K
|
79.9K
$5.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-109- 1.0% |
$5.51K - $6.53K
|
10.8K
$742K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-111- 9.33% |
$5.61K - $6.65K
|
1.08K
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-126- 23.73% |
$6.37K - $7.55K
|
405
$27.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-133- 13.49% |
$6.73K - $7.97K
|
853
$58.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-136- 3.48% |
$6.88K - $8.15K
|
3.77K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-163- 2.71% |
$8.24K - $9.77K
|
5.86K
$402K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-164- 9.68% |
$8.29K - $9.83K
|
1.53K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-175- 12.09% |
$8.85K - $10.5K
|
1.27K
$87.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-179- 0.57% |
$9.05K - $10.7K
|
31.3K
$2.15M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-179- 3.79% |
$9.05K - $10.7K
|
4.54K
$311K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 0.44% |
$9.1K - $10.8K
|
40.9K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-190- 2.21% |
$9.61K - $11.4K
|
8.41K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-195- 1.62% |
$9.86K - $11.7K
|
11.9K
$814K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-205- 2.04% |
$10.4K - $12.3K
|
9.82K
$673K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-218- 16.11% |
$11K - $13.1K
|
1.14K
$77.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-232- 0.55% |
$11.7K - $13.9K
|
41.8K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-233- 5.43% |
$11.8K - $14K
|
4.06K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-250- 1.41% |
$12.6K - $15K
|
17.5K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 1.35% |
$12.7K - $15.1K
|
18.4K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-262- 7.48% |
$13.2K - $15.7K
|
3.24K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-264- 23.53% |
$13.4K - $15.8K
|
858
$58.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-280- 2.44% |
$14.2K - $16.8K
|
11.2K
$767K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-282- 5.82% |
$14.3K - $16.9K
|
4.56K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-283- 17.31% |
$14.3K - $17K
|
1.35K
$92.7K
|