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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
55KNew |
$2.9M - $3.49M
|
55K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.78KNew |
$357K - $430K
|
6.78K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
372+ 9.8% |
$19.6K - $23.6K
|
4.17K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-56.9K- 23.16% |
$3M - $3.61M
|
189K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
20.8KNew |
$1.1M - $1.32M
|
20.8K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
8.82K+ 3.16% |
$465K - $559K
|
288K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31- 13.96% |
$1.63K - $1.97K
|
191
$13.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
91+ 0.67% |
$4.8K - $5.77K
|
13.7K
$948K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
7.95K+ 29.38% |
$419K - $504K
|
35K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
44New |
$2.32K - $2.79K
|
44
$3.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-108- 1.89% |
$5.69K - $6.85K
|
5.61K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33+ 11.0% |
$1.74K - $2.09K
|
333
$23K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18New |
$949 - $1.14K
|
18
$1.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
182KNew |
$9.59M - $11.5M
|
182K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.79K+ 0.69% |
$358K - $431K
|
996K
$68.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-239K- 35.59% |
$12.6M - $15.2M
|
433K
$30M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11+ 0.24% |
$580 - $698
|
4.51K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-55- 45.45% |
$2.9K - $3.49K
|
66
$4.57K
|
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-51.8K- 72.14% |
$2.73M - $3.29M
|
20K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$67.4K - $81.1K
|
1.28K
$88.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.42K- 7.97% |
$74.6K - $89.7K
|
16.3K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.02KNew |
$53.5K - $64.4K
|
1.02K
$70.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 25.0% |
$10.5K - $12.7K
|
1K
$69.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.73K- 9.82% |
$249K - $300K
|
43.4K
$3M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$843 - $1.01K
|
16
$1.11K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
151New |
$7.96K - $9.58K
|
151
$10.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.47KNew |
$341K - $410K
|
6.47K
$447K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.14K- 10.32% |
$59.9K - $72K
|
9.87K
$683K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 7.85% |
$791 - $951
|
206
$14.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 5.88% |
$52.7 - $63.4
|
18
$1.25K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
670New |
$35.3K - $42.5K
|
670
$46.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
14.3KNew |
$754K - $907K
|
14.3K
$989K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
6K+ 33.33% |
$316K - $381K
|
24K
$1.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$1.69K - $2.03K
|
32
$2.21K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.05K - $1.27K
|
20
$1.38K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.29K- 23.27% |
$174K - $209K
|
10.9K
$751K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.09KNew |
$215K - $259K
|
4.09K
$283K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
196New |
$10.3K - $12.4K
|
196
$13.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$1.21K - $1.46K
|
23
$1.59K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
534+ 1213.64% |
$28.1K - $33.9K
|
578
$40K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.96K- 58.06% |
$453K - $498K
|
5.75K
$398K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$1.31K - $1.44K
|
23
$1.59K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$569 - $626
|
10
$692
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
25.6KNew |
$1.45M - $1.6M
|
25.6K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$605K - $666K
|
10.6K
$736K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.7KNew |
$607K - $668K
|
10.7K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.66K+ 29.2% |
$94.5K - $104K
|
7.34K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-192- 33.51% |
$10.9K - $12K
|
381
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-2.92K- 32.1% |
$166K - $183K
|
6.17K
$426K
|
|