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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-262- 7.48% |
$13.2K - $15.7K
|
3.24K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-264- 23.53% |
$13.4K - $15.8K
|
858
$62.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-280- 2.44% |
$14.2K - $16.8K
|
11.2K
$816K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-282- 5.82% |
$14.3K - $16.9K
|
4.56K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-283- 17.31% |
$14.3K - $17K
|
1.35K
$98.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-284- 2.65% |
$14.4K - $17K
|
10.4K
$761K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-293- 7.24% |
$14.8K - $17.6K
|
3.75K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-306- 2.53% |
$15.5K - $18.3K
|
11.8K
$860K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-309- 0.74% |
$15.6K - $18.5K
|
41.4K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-318- 11.35% |
$16.1K - $19.1K
|
2.48K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-337- 55.61% |
$17K - $20.2K
|
269
$19.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-340- 0.1% |
$17.2K - $20.4K
|
347K
$25.3M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-340- 0.1% |
$17.2K - $20.4K
|
347K
$25.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-347- 3.23% |
$17.5K - $20.8K
|
10.4K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-362- 7.8% |
$18.3K - $21.7K
|
4.28K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-390- 26.68% |
$19.7K - $23.4K
|
1.07K
$78.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-404- 94.17% |
$20.4K - $24.2K
|
25
$1.82K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-406- 1.38% |
$20.5K - $24.3K
|
29K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-414- 10.09% |
$20.9K - $24.8K
|
3.69K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-437- 3.37% |
$22.1K - $26.2K
|
12.5K
$913K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-450- 9.38% |
$22.8K - $27K
|
4.35K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-482- 10.43% |
$24.4K - $28.9K
|
4.14K
$302K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.76% |
$25.3K - $30K
|
17.6K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-500- 10.28% |
$25.3K - $30K
|
4.36K
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-505- 6.57% |
$25.5K - $30.3K
|
7.18K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-507- 2.89% |
$25.6K - $30.4K
|
17K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-522- 13.21% |
$26.4K - $31.3K
|
3.43K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-543- 4.17% |
$27.5K - $32.5K
|
12.5K
$909K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-564- 5.69% |
$28.5K - $33.8K
|
9.35K
$682K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-584- 7.61% |
$29.5K - $35K
|
7.09K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-620- 42.38% |
$31.4K - $37.1K
|
843
$61.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-625- 4.17% |
$31.6K - $37.4K
|
14.4K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-642- 1.54% |
$32.5K - $38.5K
|
40.9K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-642- 4.58% |
$32.5K - $38.5K
|
13.4K
$975K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-647- 1.82% |
$32.7K - $38.8K
|
34.9K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-655- 3.27% |
$33.1K - $39.2K
|
19.4K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-666- 9.01% |
$33.7K - $39.9K
|
6.73K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-675- 0.37% |
$34.1K - $40.4K
|
181K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-686- 0.89% |
$34.7K - $41.1K
|
76.5K
$5.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-701- 1.45% |
$35.4K - $42K
|
47.7K
$3.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-717- 7.61% |
$36.3K - $43K
|
8.7K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-718- 1.2% |
$36.3K - $43K
|
59.3K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-722- 3.18% |
$36.5K - $43.3K
|
22K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-743- 0.74% |
$37.6K - $44.5K
|
100K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-756- 0.39% |
$38.2K - $45.3K
|
194K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-794- 14.47% |
$40.2K - $47.6K
|
4.7K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-818- 1.82% |
$41.4K - $49K
|
44.2K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-826- 17.62% |
$41.8K - $49.5K
|
3.86K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-879- 16.86% |
$44.5K - $52.7K
|
4.33K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-902- 13.06% |
$45.6K - $54K
|
6.01K
$438K
|