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 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04KNew |
$63.4K - $76.3K
|
1.04K
$75.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
3.03KNew |
$185K - $223K
|
3.03K
$221K
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
15K+ 16.61% |
$917K - $1.1M
|
105K
$7.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
310+ 1068.97% |
$19K - $22.8K
|
339
$24.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-740- 2.25% |
$45.3K - $54.4K
|
32.2K
$2.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.54K
|
21
$1.53K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-9.8KClosed |
$599K - $721K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-41.6KClosed |
$2.55M - $3.06M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$30.6K - $36.8K
|
500
$36.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-345- 26.66% |
$21.1K - $25.4K
|
949
$69.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-14.3KClosed |
$872K - $1.05M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-18- 3.72% |
$1.1K - $1.32K
|
466
$34K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-4- 0.12% |
$245 - $294
|
3.23K
$235K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36New |
$2.2K - $2.65K
|
36
$2.62K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-16Closed |
$979 - $1.18K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-3.26KClosed |
$199K - $239K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
29New |
$1.77K - $2.13K
|
29
$2.11K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-68Closed |
$4.16K - $5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-2.93KClosed |
$179K - $216K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-247Closed |
$15.1K - $18.2K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-4.62KClosed |
$283K - $340K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-40Closed |
$2.45K - $2.94K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-103Closed |
$6.3K - $7.58K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-915- 64.94% |
$56K - $67.3K
|
494
$36K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-322Closed |
$19.7K - $23.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
5KNew |
$306K - $368K
|
5K
$364K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
83+ 1.65% |
$5.08K - $6.11K
|
5.11K
$373K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$72.9
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.03KNew |
$246K - $296K
|
4.03K
$294K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-51Closed |
$3.12K - $3.75K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-6.23KClosed |
$381K - $458K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-49Closed |
$3K - $3.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1Closed |
$61.2 - $73.6
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-33Closed |
$2.04K - $2.31K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$6.19K - $7K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-88Closed |
$5.44K - $6.16K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-78Closed |
$4.82K - $5.46K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.6KNew |
$2.76M - $3.12M
|
44.6K
$3.25M
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-4.13KClosed |
$256K - $289K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.22KClosed |
$199K - $225K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28New |
$1.73K - $1.96K
|
28
$2.04K
|
|
|
May 16, 2022
Q1 2022
|
Sagefield Capital LP
Dallas, TX |
SELL
|
- |
-6.32KClosed |
$391K - $443K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
11New |
$680 - $770
|
11
$802
|
|
|
May 13, 2022
Q1 2022
|
Symmetry Investments LP
|
SELL
|
- |
-4.14KClosed |
$256K - $290K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-7.69KClosed |
$475K - $538K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-51Closed |
$3.15K - $3.57K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
$1.06M - $1.19M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.42KClosed |
$211K - $239K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-32Closed |
$1.98K - $2.24K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.63KClosed |
$286K - $324K
|
0
$0
|
|