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 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-86Closed |
$4.61K - $5.09K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Inc
|
SELL
|
- |
-4.94KClosed |
$265K - $292K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.05KClosed |
$270K - $299K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-108Closed |
$5.78K - $6.39K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-118Closed |
$6.32K - $6.98K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-377Closed |
$20.2K - $22.3K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-44Closed |
$2.36K - $2.6K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Highland Capital Management, LLC
|
SELL
|
- |
-127KClosed |
$6.8M - $7.51M
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Community Bank, N.A.
|
SELL
|
- |
-235Closed |
$12.6K - $13.9K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Murphy Capital Management Inc
|
SELL
|
- |
-4.4KClosed |
$236K - $260K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-74Closed |
$3.96K - $4.38K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-200Closed |
$10.7K - $11.8K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-100Closed |
$4.83K - $5.62K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.87KClosed |
$90.5K - $105K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-58Closed |
$2.8K - $3.26K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
22.8KNew |
$1.1M - $1.28M
|
22.8K
$1.68M
|
|
|
May 15, 2019
Q1 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.21KClosed |
$203K - $237K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Adirondack Trust CO
|
SELL
|
- |
-40Closed |
$1.93K - $2.25K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-4.13KClosed |
$199K - $232K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-14.2KClosed |
$688K - $801K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-35.9KClosed |
$1.73M - $2.02M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-487Closed |
$23.5K - $27.4K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.87KClosed |
$90.5K - $105K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.07KClosed |
$342K - $398K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-163Closed |
$7.87K - $9.17K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-193Closed |
$9.32K - $10.9K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-39Closed |
$1.88K - $2.19K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Family Legacy, Inc.
|
SELL
|
- |
-22Closed |
$1.06K - $1.24K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-130KClosed |
$6.26M - $7.29M
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Clean Yield Group
|
SELL
|
- |
-537Closed |
$25.9K - $30.2K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-70Closed |
$3.38K - $3.94K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-311Closed |
$15K - $17.5K
|
0
$0
|
|
|
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
$9.34K
|
|
|
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
$294K
|
|
|
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
$3.35M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.76KNew |
$82.4K - $89.3K
|
1.76K
$130K
|
|
|
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
|
|