Latest Institutional Transactions on Cms Energy Corp (CMS)
This table provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
345+ 2.86% |
$22.7K - $24.8K
|
12.4K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
200+ 219.78% |
$13.2K - $14.4K
|
291
$19.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.36% |
$395 - $432
|
1.69K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 3.66% |
$84K - $91.9K
|
33.6K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-107- 26.16% |
$7.04K - $7.7K
|
302
$20.6K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.76K- 2.9% |
$116K - $127K
|
58.9K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-224K- 9.74% |
$14.7M - $16.1M
|
2.07M
$141M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-348- 0.21% |
$22.9K - $25K
|
164K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
593+ 8.97% |
$39K - $42.7K
|
7.21K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-532- 1.47% |
$35K - $38.3K
|
35.8K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-76.8K- 50.15% |
$5.05M - $5.53M
|
76.3K
$5.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 19.31% |
$2.56K - $2.81K
|
241
$16.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-212- 0.7% |
$13.9K - $15.3K
|
30.2K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-88- 2.01% |
$5.79K - $6.33K
|
4.29K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 31.58% |
$395 - $432
|
25
$1.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
37+ 10.16% |
$2.43K - $2.66K
|
401
$27.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-159K- 41.32% |
$10.4M - $11.4M
|
225K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
269+ 6.89% |
$17.7K - $19.4K
|
4.17K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
208+ 176.27% |
$13.7K - $15K
|
326
$22.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-159- 4.09% |
$10.5K - $11.4K
|
3.73K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
160New |
$10.5K - $11.5K
|
160
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.6K- 21.92% |
$434K - $475K
|
23.5K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
379+ 7.49% |
$24.9K - $27.3K
|
5.44K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$329 - $360
|
5
$340
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.84% |
$6.58K - $7.19K
|
11.8K
$804K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.22K- 13.81% |
$278K - $304K
|
26.3K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
89+ 15.78% |
$5.85K - $6.4K
|
653
$44.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.04K+ 15.04% |
$200K - $219K
|
23.3K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
163+ 109.4% |
$10.7K - $11.7K
|
312
$21.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10+ 0.17% |
$658 - $719
|
5.9K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
681+ 18.21% |
$44.8K - $49K
|
4.42K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
619K+ 760.45% |
$40.7M - $44.5M
|
700K
$47.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.73K+ 56.95% |
$640K - $700K
|
26.8K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
SELL
|
- |
-7K- 3.8% |
$460K - $504K
|
177K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.88% |
$2.04K - $2.23K
|
3.51K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
122KNew |
$8.04M - $8.8M
|
122K
$8.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5- 0.02% |
$329 - $360
|
26.1K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.66K+ 39.13% |
$372K - $407K
|
20.1K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
516+ 3.79% |
$33.9K - $37.1K
|
14.1K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.5K+ 2.71% |
$296K - $324K
|
171K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.93K+ 6.46% |
$258K - $283K
|
64.8K
$4.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-232- 5.1% |
$15.3K - $16.7K
|
4.32K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-683- 5.16% |
$44.9K - $49.1K
|
12.5K
$854K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.94KNew |
$325K - $355K
|
4.94K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$263 - $288
|
4
$272
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-168- 1.33% |
$11K - $12.1K
|
12.5K
$848K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
173+ 4.04% |
$11.4K - $12.4K
|
4.46K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-50- 1.04% |
$3.29K - $3.6K
|
4.75K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 12.07% |
$3.68K - $4.03K
|
408
$27.8K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-75- 4.82% |
$4.93K - $5.4K
|
1.48K
$101K
|