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 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-18.4KClosed |
$1.08M - $1.21M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-76.7KClosed |
$4.51M - $5.03M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-106KClosed |
$6.22M - $6.94M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-39.5KClosed |
$2.32M - $2.59M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-209Closed |
$12.3K - $13.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-7.65KClosed |
$450K - $502K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.28KClosed |
$75.4K - $84K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
21New |
$1.24K - $1.38K
|
21
$1.53K
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-7.68KClosed |
$452K - $504K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1KClosed |
$58.9K - $65.6K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.49KNew |
$205K - $229K
|
3.49K
$254K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
606New |
$35.7K - $39.8K
|
606
$44.2K
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-29Closed |
$1.71K - $1.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-25.5KClosed |
$1.5M - $1.67M
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-22KClosed |
$1.3M - $1.45M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-180Closed |
$10.6K - $11.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
782New |
$46K - $51.3K
|
782
$57K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-53Closed |
$3.12K - $3.48K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-74Closed |
$4.36K - $4.86K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-101Closed |
$5.87K - $6.59K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.26KClosed |
$190K - $213K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55Closed |
$3.2K - $3.59K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
250KNew |
$14.5M - $16.3M
|
250K
$18.2M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-261Closed |
$15.2K - $17K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-13.6KClosed |
$791K - $889K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
28.5KNew |
$1.66M - $1.86M
|
28.5K
$2.08M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
60New |
$3.49K - $3.92K
|
60
$4.37K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-300Closed |
$17.4K - $19.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
7.8KNew |
$453K - $509K
|
7.8K
$569K
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$589K - $661K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-171Closed |
$9.94K - $11.2K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.57KClosed |
$207K - $233K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-293Closed |
$17K - $19.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-298Closed |
$17.3K - $19.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-92Closed |
$5.35K - $6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-568Closed |
$33K - $37.1K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-36Closed |
$2.09K - $2.35K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.23KClosed |
$537K - $603K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.82KNew |
$396K - $445K
|
6.82K
$497K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-32Closed |
$1.86K - $2.09K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-779Closed |
$45.3K - $50.8K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-34Closed |
$1.83K - $2.11K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-24Closed |
$1.29K - $1.49K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-34Closed |
$1.83K - $2.11K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-13.6KClosed |
$731K - $841K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.43KClosed |
$239K - $275K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-334Closed |
$18K - $20.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-39.5KClosed |
$2.13M - $2.45M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-673Closed |
$36.3K - $41.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-15.9KClosed |
$856K - $984K
|
0
$0
|