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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
177New |
$10.1K - $11.1K
|
177
$11.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
3.76KNew |
$214K - $236K
|
3.76K
$252K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
22.1K+ 130.02% |
$1.26M - $1.39M
|
39.1K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
156+ 1.91% |
$8.88K - $9.77K
|
8.32K
$558K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
33New |
$1.88K - $2.07K
|
33
$2.21K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-309- 8.31% |
$17.6K - $19.4K
|
3.41K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
230New |
$13.1K - $14.4K
|
230
$15.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
156+ 19.55% |
$8.88K - $9.77K
|
954
$64K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
216New |
$12.3K - $13.5K
|
216
$14.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-58- 61.05% |
$3.3K - $3.63K
|
37
$2.48K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
5.04KNew |
$287K - $316K
|
5.04K
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
150KNew |
$8.54M - $9.4M
|
150K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.21KNew |
$68.6K - $75.5K
|
1.21K
$80.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 40.32% |
$5.69K - $6.26K
|
148
$9.93K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-23- 2.79% |
$1.31K - $1.44K
|
800
$53.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.2KNew |
$68K - $74.8K
|
1.2K
$80.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.17K- 3.37% |
$66.5K - $73.2K
|
33.5K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 12.5% |
$114 - $125
|
18
$1.21K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
79New |
$4.5K - $4.95K
|
79
$5.3K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-46K- 37.99% |
$2.66M - $3.01M
|
75.1K
$5.04M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
36.4KNew |
$2.11M - $2.38M
|
36.4K
$2.45M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
394+ 1515.38% |
$22.8K - $25.8K
|
420
$28.2K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$185K - $209K
|
3.2K
$215K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18New |
$1.04K - $1.18K
|
18
$1.21K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
77New |
$4.45K - $5.04K
|
77
$5.17K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.32K+ 26.4% |
$76.2K - $86.2K
|
6.31K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.06K+ 95.83% |
$177K - $200K
|
6.24K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-52.6K- 91.48% |
$3.04M - $3.44M
|
4.9K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 21.25% |
$63.6K - $71.9K
|
4.08K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-22.1K- 82.06% |
$1.28M - $1.44M
|
4.83K
$324K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.15K- 4.25% |
$124K - $141K
|
48.5K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.99KClosed |
$231K - $261K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-13.3K- 58.35% |
$766K - $867K
|
9.46K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.6KNew |
$904K - $1.02M
|
15.6K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
45+ 81.82% |
$2.6K - $2.94K
|
100
$6.71K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-104- 6.38% |
$6.01K - $6.8K
|
1.53K
$102K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
154+ 83.7% |
$8.9K - $10.1K
|
338
$22.7K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
256+ 7.96% |
$14.8K - $16.7K
|
3.47K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
664+ 16.53% |
$38.4K - $43.4K
|
4.68K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$739K - $837K
|
12.8K
$859K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-763Closed |
$44.1K - $49.9K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-165- 4.72% |
$9.53K - $10.8K
|
3.33K
$224K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.77MNew |
$276M - $312M
|
4.77M
$320M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$751 - $850
|
13
$873
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
850+ 26.56% |
$49.1K - $55.6K
|
4.05K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
79New |
$4.56K - $5.17K
|
79
$5.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
157+ 182.56% |
$9.07K - $10.3K
|
243
$16.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 28.0% |
$404 - $458
|
32
$2.15K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-22- 0.54% |
$1.27K - $1.44K
|
4.08K
$274K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.54K- 40.48% |
$435K - $493K
|
11.1K
$744K
|
|