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, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-98.7K- 98.24% |
$2.39M - $6.93M
|
1.77K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
462New |
$11.2K - $32.4K
|
462
$33.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
114New |
$2.76K - $8.01K
|
114
$8.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
301+ 6.87% |
$7.29K - $21.1K
|
4.69K
$341K
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
15.4K+ 33.79% |
$373K - $1.08M
|
61K
$4.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
173New |
$4.19K - $12.1K
|
173
$12.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.33% |
$533 - $1.55K
|
6.61K
$482K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
222New |
$5.38K - $15.6K
|
222
$16.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.2KNew |
$29.1K - $84.3K
|
1.2K
$87.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-240- 96.77% |
$5.82K - $16.9K
|
8
$583
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.4KNew |
$58.2K - $169K
|
2.4K
$175K
|
|
|
Oct 26, 2022
Q3 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
39.5K+ 19.43% |
$957K - $2.77M
|
243K
$17.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 35.66% |
$28.6K - $83K
|
4.5K
$328K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$4.15K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$4.15K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$24.2 - $70.2
|
1
$72.9
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
800+ 26.74% |
$19.4K - $56.2K
|
3.79K
$276K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-3K- 67.81% |
$72.8K - $211K
|
1.43K
$104K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-31- 0.36% |
$751 - $2.18K
|
8.69K
$633K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 15.63% |
$363 - $1.05K
|
111
$8.09K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.5K - $4.35K
|
62
$4.52K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-314- 4.19% |
$7.61K - $22.1K
|
7.18K
$524K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-29Closed |
$1.77K - $2.13K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-2.92KClosed |
$179K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.8KClosed |
$355K - $427K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19Closed |
$1.16K - $1.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$72.9
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.37K+ 19.71% |
$83.8K - $101K
|
8.32K
$606K
|
|
|
Aug 12, 2022
Q2 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-450K- 54.55% |
$27.5M - $33.1M
|
375K
$27.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-8.27KClosed |
$506K - $608K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-122Closed |
$7.46K - $8.97K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-555Closed |
$33.9K - $40.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
38.9KNew |
$2.38M - $2.86M
|
38.9K
$2.84M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-679K- 39.61% |
$41.5M - $49.9M
|
1.04M
$75.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-4.42KClosed |
$271K - $325K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14New |
$856 - $1.03K
|
14
$1.02K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.46K+ 11.56% |
$89K - $107K
|
14K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.34KNew |
$143K - $172K
|
2.34K
$170K
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-53- 1.02% |
$3.24K - $3.9K
|
5.14K
$374K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2KNew |
$196K - $236K
|
3.2K
$234K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.01KClosed |
$490K - $589K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.29KClosed |
$201K - $242K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.9KClosed |
$177K - $213K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-56.3KClosed |
$3.44M - $4.14M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Premier Fund Managers LTD
|
BUY
|
- |
118K+ 257.17% |
$7.24M - $8.7M
|
164K
$12M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.11KClosed |
$251K - $302K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
192+ 6.3% |
$11.7K - $14.1K
|
3.24K
$236K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-764- 18.5% |
$46.7K - $56.2K
|
3.37K
$245K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-29Closed |
$1.77K - $2.13K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$61.2 - $73.6
|
2.96K
$216K
|
|