Latest Institutional Transactions on Cms Energy Corp (CMS)

CMS Quotes by TradingView

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
May 14, 2021 Q1 2021
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-4.84K
Closed
$261K - $300K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-2.82K
Closed
$152K - $175K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-300
Closed
$16.2K - $18.6K
0 $0
May 12, 2021 Q1 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-33
Closed
$1.78K - $2.04K
0 $0
May 12, 2021 Q1 2021
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
508
New
$27.4K - $31.5K
508 $37K
May 11, 2021 Q1 2021
Artisan Partners Limited Partnership

Milwaukee, WI
SELL
 -
-2.92M
Closed
$158M - $181M
0 $0
May 10, 2021 Q1 2021
American Investment Services, Inc.

SELL
 -
-4.23K
Closed
$228K - $262K
0 $0
May 10, 2021 Q1 2021
Sustainable Insight Capital Management, LLC

New York, NY
SELL
 -
-8.83K
Closed
$476K - $547K
0 $0
May 07, 2021 Q1 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
738
New
$39.8K - $45.7K
738 $53.8K
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-92
Closed
$4.96K - $5.7K
0 $0
May 03, 2021 Q1 2021
Ellis Investment Partners, LLC

SELL
 -
-120
- 50.0%
$6.47K - $7.43K
120 $8.75K
May 03, 2021 Q1 2021
Stableford Capital Ii LLC

Scottsdale, AZ
SELL
 -
-29.4K
Closed
$1.58M - $1.82M
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-10
Closed
$539 - $619
0 $0
Apr 30, 2021 Q1 2021
Oakworth Capital, Inc.

SELL
 -
-58
- 3.73%
$3.13K - $3.59K
1.5K $109K
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-386
Closed
$20.8K - $23.9K
0 $0
Apr 27, 2021 Q1 2021
Savior LLC

SELL
 -
-56
Closed
$3.02K - $3.47K
0 $0
Apr 26, 2021 Q1 2021
Pinnacle Bancorp, Inc.

SELL
 -
-959
Closed
$51.7K - $59.4K
0 $0
Apr 21, 2021 Q1 2021
Members Capital Advisors Inc

SELL
 -
-26.9K
Closed
$1.45M - $1.67M
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-44
Closed
$2.37K - $2.72K
0 $0
Apr 19, 2021 Q1 2021
Bartlett & Co. LLC

SELL
 -
-21
Closed
$1.13K - $1.3K
0 $0
Q4 2020
Feb 13, 2024 Q4 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
21
New
$1.21K - $1.41K
21 $1.53K
Sep 21, 2023 Q4 2020
Jefferies Group LLC

New York, NY
BUY
 -
7.92K
New
$456K - $531K
7.92K $577K
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-78
Closed
$4.49K - $5.23K
0 $0
Mar 05, 2021 Q4 2020
Jeppson Wealth Management, LLC

SELL
 -
-552
Closed
$31.8K - $37K
0 $0
Feb 16, 2021 Q4 2020
Impax Asset Management Group PLC

SELL
 -
-19.1K
Closed
$1.1M - $1.28M
0 $0
Feb 16, 2021 Q4 2020
Tiedemann Advisors, LLC

SELL
 -
-31.7K
Closed
$1.82M - $2.12M
0 $0
Feb 16, 2021 Q4 2020
Gluskin Sheff & Assoc Inc

Toronto, A6
SELL
 -
-69.2K
Closed
$3.99M - $4.65M
0 $0
Feb 16, 2021 Q4 2020
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-38.5K
Closed
$2.22M - $2.58M
0 $0
Feb 16, 2021 Q4 2020
Weiss Multi Strategy Advisers LLC

New York, NY
SELL
 -
-410K
Closed
$23.6M - $27.5M
0 $0
Feb 16, 2021 Q4 2020
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-1.8K
Closed
$104K - $121K
0 $0
Feb 12, 2021 Q4 2020
Fjarde Ap Fonden

SELL
 -
-112K
Closed
$6.45M - $7.51M
0 $0
Feb 12, 2021 Q4 2020
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-512
Closed
$29.5K - $34.4K
0 $0
Feb 12, 2021 Q4 2020
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-3.89K
Closed
$224K - $261K
0 $0
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
2.51K
New
$145K - $168K
2.51K $183K
Feb 12, 2021 Q4 2020
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-70
Closed
$4.03K - $4.7K
0 $0
Feb 11, 2021 Q4 2020
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-9.5K
Closed
$547K - $638K
0 $0
Feb 10, 2021 Q4 2020
Ilmarinen Mutual Pension Insurance CO

Helsinki, H9
SELL
 -
-30.5K
Closed
$1.76M - $2.05M
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-183
Closed
$10.5K - $12.3K
0 $0
Feb 08, 2021 Q4 2020
Fortis Capital Management LLC

SELL
 -
-30K
Closed
$1.73M - $2.01M
0 $0
Feb 05, 2021 Q4 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-966
Closed
$55.6K - $64.8K
0 $0
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-125
Closed
$7.2K - $8.39K
0 $0
Feb 02, 2021 Q4 2020
Evolution Wealth Advisors, LLC

SELL
 -
-103
Closed
$5.93K - $6.91K
0 $0
Jan 28, 2021 Q4 2020
Dorsey Wright & Associates

SELL
 -
-5.67K
Closed
$327K - $381K
0 $0
Jan 21, 2021 Q4 2020
Optimum Investment Advisors

SELL
 -
-283
Closed
$16.3K - $19K
0 $0
Jan 20, 2021 Q4 2020
Tuttle Capital Management, LLC

SELL
 -
-3.6K
Closed
$208K - $242K
0 $0
Q3 2020
Sep 07, 2021 Q3 2020
Newbridge Financial Services Group, Inc.

BUY
 -
114
New
$6.72K - $7.32K
114 $8.31K
Nov 16, 2020 Q3 2020
Js Capital Management LLC

New York, NY
SELL
 -
-7.1K
Closed
$419K - $456K
0 $0
Nov 16, 2020 Q3 2020
Earnest Partners LLC

Atlanta, GA
BUY
 -
95
+ 39.92%
$5.6K - $6.1K
333 $24.3K
Nov 16, 2020 Q3 2020
Caxton Associates LP

New York, NY
SELL
 -
-179K
Closed
$10.6M - $11.5M
0 $0

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