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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
462New |
$11.2K - $32.4K
|
462
$31.7K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
301+ 6.87% |
$7.29K - $21.1K
|
4.69K
$321K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
222New |
$5.38K - $15.6K
|
222
$15.2K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
175+ 5.44% |
$4.24K - $12.3K
|
3.39K
$233K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
173New |
$4.19K - $12.1K
|
173
$11.9K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
114New |
$2.76K - $8.01K
|
114
$7.82K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.5K - $4.35K
|
62
$4.25K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.91K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.91K
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.33% |
$533 - $1.55K
|
6.61K
$454K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 15.63% |
$363 - $1.05K
|
111
$7.61K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$24.2 - $70.2
|
1
$68.6
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Premier Fund Managers LTD
|
BUY
|
- |
118K+ 257.17% |
$7.24M - $8.7M
|
164K
$11.3M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
38.9KNew |
$2.38M - $2.86M
|
38.9K
$2.67M
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
15K+ 16.61% |
$917K - $1.1M
|
105K
$7.22M
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
5KNew |
$306K - $368K
|
5K
$343K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.03KNew |
$246K - $296K
|
4.03K
$276K
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.41KNew |
$208K - $251K
|
3.41K
$234K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.27KNew |
$200K - $240K
|
3.27K
$224K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2KNew |
$196K - $236K
|
3.2K
$220K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
3.03KNew |
$185K - $223K
|
3.03K
$208K
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.34KNew |
$143K - $172K
|
2.34K
$160K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.46K+ 11.56% |
$89K - $107K
|
14K
$963K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.37K+ 19.71% |
$83.8K - $101K
|
8.32K
$571K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04KNew |
$63.4K - $76.3K
|
1.04K
$71.1K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
952New |
$58.2K - $70K
|
952
$65.3K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$30.6K - $36.8K
|
500
$34.3K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
310+ 1068.97% |
$19K - $22.8K
|
339
$23.2K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
192+ 6.3% |
$11.7K - $14.1K
|
3.24K
$222K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
83+ 1.65% |
$5.08K - $6.11K
|
5.11K
$351K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36New |
$2.2K - $2.65K
|
36
$2.47K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
29New |
$1.77K - $2.13K
|
29
$1.99K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.54K
|
21
$1.44K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14New |
$856 - $1.03K
|
14
$960
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$68.6
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$61.2 - $73.6
|
2.96K
$203K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$68.6
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.6KNew |
$2.76M - $3.12M
|
44.6K
$3.06M
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.68KNew |
$166K - $188K
|
2.68K
$184K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
873New |
$54K - $61.1K
|
873
$59.9K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
77New |
$4.76K - $5.39K
|
77
$5.28K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
45New |
$2.78K - $3.15K
|
45
$3.09K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
39+ 23.93% |
$2.41K - $2.73K
|
202
$13.9K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34New |
$2.1K - $2.38K
|
34
$2.33K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28New |
$1.73K - $1.96K
|
28
$1.92K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
11New |
$680 - $770
|
11
$754
|
|
Q4 2021 | |||||||
Oct 18, 2022
Q4 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.66K+ 5.44% |
$333K - $370K
|
110K
$7.52M
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
4.76KNew |
$280K - $311K
|
4.76K
$326K
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.22KNew |
$190K - $211K
|
3.22K
$221K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
335New |
$19.7K - $21.9K
|
335
$23K
|