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 |
---|---|---|---|---|---|---|---|
Apr 05, 2019
Q1 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-256Closed |
$12.4K - $14.4K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
127New |
$6.11K - $6.79K
|
127
$8.71K
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-219Closed |
$10.5K - $11.7K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Candriam S.C.A.
|
SELL
|
- |
-46.7KClosed |
$2.25M - $2.5M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-11.3KClosed |
$544K - $604K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6KClosed |
$289K - $321K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-72Closed |
$3.47K - $3.85K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-500Closed |
$24.1K - $26.7K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-103Closed |
$4.96K - $5.51K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-8Closed |
$385 - $428
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Trust CO
|
SELL
|
- |
-2.43KClosed |
$117K - $130K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-500- 11.11% |
$24.1K - $26.7K
|
4K
$274K
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-183Closed |
$8.81K - $9.79K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-970Closed |
$45.4K - $49.2K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
45.5KNew |
$2.13M - $2.31M
|
45.5K
$3.12M
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.76KNew |
$82.4K - $89.3K
|
1.76K
$121K
|
|
Nov 13, 2018
Q3 2018
|
Gam Holding Ag
|
SELL
|
- |
-10.1KClosed |
$473K - $512K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.17KClosed |
$382K - $414K
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.53KClosed |
$71.6K - $77.6K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1Closed |
$46.8 - $50.7
|
0
$0
|
|
Oct 11, 2018
Q3 2018
|
Arrow Financial Corp
|
BUY
|
- |
121New |
$5.66K - $6.13K
|
121
$8.3K
|
|
Oct 03, 2018
Q3 2018
|
Clarus Wealth Advisors
|
SELL
|
- |
-140Closed |
$6.55K - $7.1K
|
0
$0
|
|
Q2 2018 | |||||||
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-946Closed |
$40.3K - $44.7K
|
0
$0
|
|
Sep 06, 2018
Q2 2018
|
Exane Asset Management
|
SELL
|
- |
-948Closed |
$40.4K - $44.8K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-15.4KClosed |
$655K - $726K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-105Closed |
$4.48K - $4.96K
|
0
$0
|
|
Jul 27, 2018
Q2 2018
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-66Closed |
$2.81K - $3.12K
|
0
$0
|
|
Q1 2018 | |||||||
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.24KNew |
$302K - $340K
|
7.24K
$496K
|
|
May 24, 2018
Q1 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-11.6KClosed |
$484K - $544K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Barclays PLC
London, X0 |
BUY
|
PUT |
300New |
$12.5K - $14.1K
|
300
$20.6K
|
|
May 15, 2018
Q1 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
167K+ 187.0% |
$6.99M - $7.86M
|
257K
$17.6M
|
|
May 15, 2018
Q1 2018
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.35KClosed |
$182K - $204K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-6.72KClosed |
$281K - $315K
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Ttp Investments, Inc.
|
SELL
|
- |
-44KClosed |
$1.84M - $2.07M
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Pictet North America Advisors Sa
|
SELL
|
- |
-38.6KClosed |
$1.61M - $1.81M
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-240Closed |
$10K - $11.3K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Argi Investment Services, LLC
|
SELL
|
- |
-19.9KClosed |
$829K - $932K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-8.91KClosed |
$372K - $418K
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.02KClosed |
$42.5K - $47.7K
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-33.4KClosed |
$1.39M - $1.57M
|
0
$0
|
|
Apr 24, 2018
Q1 2018
|
Parametrica Management LTD
|
SELL
|
- |
-4.89KClosed |
$204K - $230K
|
0
$0
|
|
Apr 23, 2018
Q1 2018
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-15.8KClosed |
$660K - $742K
|
0
$0
|
|
Apr 20, 2018
Q1 2018
|
Nelson Capital Management, LLC
|
SELL
|
- |
-21Closed |
$877 - $986
|
0
$0
|
|
Apr 13, 2018
Q1 2018
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$4.18K - $4.7K
|
100
$6.86K
|
|
Apr 03, 2018
Q1 2018
|
Washington Trust Bank
|
SELL
|
- |
-350Closed |
$14.6K - $16.4K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
10.3KNew |
$473K - $521K
|
10.3K
$706K
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-28.4KClosed |
$1.3M - $1.43M
|
0
$0
|
|
Feb 12, 2018
Q4 2017
|
Cno Financial Group, Inc.
|
SELL
|
- |
-8.76KClosed |
$403K - $443K
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.84KClosed |
$223K - $245K
|
0
$0
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-115KClosed |
$5.3M - $5.83M
|
0
$0
|