Latest Institutional Purchases of Cms Energy Corp (CMS)
This list provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
214New |
$10.8K - $12.8K
|
214
$14.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$10.1K - $12K
|
200
$13.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
92New |
$4.65K - $5.51K
|
92
$6.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
78New |
$3.94K - $4.67K
|
78
$5.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
73New |
$3.69K - $4.37K
|
73
$5.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
42New |
$2.12K - $2.52K
|
42
$2.88K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
38New |
$1.92K - $2.28K
|
38
$2.61K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 12.62% |
$1.31K - $1.56K
|
232
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
18New |
$910 - $1.08K
|
18
$1.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$556 - $659
|
11
$754
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 18.87% |
$506 - $599
|
63
$4.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$101 - $120
|
2
$137
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.87MNew |
$98.6M - $119M
|
1.87M
$128M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
182KNew |
$9.59M - $11.5M
|
182K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
55KNew |
$2.9M - $3.49M
|
55K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
20.8KNew |
$1.1M - $1.32M
|
20.8K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
14.3KNew |
$754K - $907K
|
14.3K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
8.82K+ 3.16% |
$465K - $559K
|
288K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
7.95K+ 29.38% |
$419K - $504K
|
35K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.79K+ 0.69% |
$358K - $431K
|
996K
$68.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.78KNew |
$357K - $430K
|
6.78K
$465K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.47KNew |
$341K - $410K
|
6.47K
$443K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
6K+ 33.33% |
$316K - $381K
|
24K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.09KNew |
$215K - $259K
|
4.09K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$67.4K - $81.1K
|
1.28K
$87.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.02KNew |
$53.5K - $64.4K
|
1.02K
$69.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
670New |
$35.3K - $42.5K
|
670
$45.9K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
534+ 1213.64% |
$28.1K - $33.9K
|
578
$39.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
516New |
$27.2K - $32.7K
|
516
$35.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
372+ 9.8% |
$19.6K - $23.6K
|
4.17K
$286K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 25.0% |
$10.5K - $12.7K
|
1K
$68.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
196New |
$10.3K - $12.4K
|
196
$13.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
151New |
$7.96K - $9.58K
|
151
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
91+ 0.67% |
$4.8K - $5.77K
|
13.7K
$940K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
62New |
$3.27K - $3.93K
|
62
$4.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
50New |
$2.64K - $3.17K
|
50
$3.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
44New |
$2.32K - $2.79K
|
44
$3.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33+ 11.0% |
$1.74K - $2.09K
|
333
$22.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$1.69K - $2.03K
|
32
$2.19K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$1.21K - $1.46K
|
23
$1.58K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.05K - $1.27K
|
20
$1.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18New |
$949 - $1.14K
|
18
$1.23K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$843 - $1.01K
|
16
$1.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 7.85% |
$791 - $951
|
206
$14.1K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11+ 0.24% |
$580 - $698
|
4.51K
$309K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
9New |
$474 - $571
|
9
$617
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3+ 2.7% |
$158 - $190
|
114
$7.82K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 5.88% |
$52.7 - $63.4
|
18
$1.23K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
150KNew |
$8.54M - $9.4M
|
150K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
104K+ 81.14% |
$5.92M - $6.52M
|
232K
$15.9M
|
|