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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
200New |
$11.8K - $13.1K
|
200
$13.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
138New |
$8.12K - $9.03K
|
138
$9.46K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
120New |
$7.06K - $7.85K
|
120
$8.23K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
110New |
$6.47K - $7.2K
|
110
$7.54K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
65New |
$3.83K - $4.25K
|
65
$4.46K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
19New |
$1.12K - $1.24K
|
19
$1.3K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8New |
$471 - $523
|
8
$549
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 18.92% |
$412 - $458
|
44
$3.02K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
5New |
$294 - $327
|
5
$343
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.49KNew |
$205K - $229K
|
3.49K
$239K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
782New |
$46K - $51.3K
|
782
$53.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
606New |
$35.7K - $39.8K
|
606
$41.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
21New |
$1.24K - $1.38K
|
21
$1.44K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
7New |
$412 - $459
|
7
$480
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
250KNew |
$14.5M - $16.3M
|
250K
$17.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
28.5KNew |
$1.66M - $1.86M
|
28.5K
$1.95M
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
7.8KNew |
$453K - $509K
|
7.8K
$535K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.82KNew |
$396K - $445K
|
6.82K
$467K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
296New |
$17.2K - $19.3K
|
296
$20.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
60New |
$3.49K - $3.92K
|
60
$4.11K
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
738New |
$39.8K - $45.7K
|
738
$50.6K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
508New |
$27.4K - $31.5K
|
508
$34.8K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.92KNew |
$456K - $531K
|
7.92K
$543K
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
2.51KNew |
$145K - $168K
|
2.51K
$172K
|
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21New |
$1.21K - $1.41K
|
21
$1.44K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.22KNew |
$367K - $399K
|
6.22K
$427K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
333New |
$19.6K - $21.4K
|
333
$22.8K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
114New |
$6.72K - $7.32K
|
114
$7.82K
|
|
|
Nov 16, 2020
Q3 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
95+ 39.92% |
$5.6K - $6.1K
|
333
$22.8K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
30KNew |
$1.61M - $1.9M
|
30K
$2.06M
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
1.41KNew |
$75.6K - $88.9K
|
1.41K
$96.5K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
282+ 15.22% |
$15.1K - $17.8K
|
2.14K
$146K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
82.1KNew |
$3.98M - $5.65M
|
82.1K
$5.63M
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
1.6KNew |
$77.6K - $110K
|
1.6K
$110K
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
BUY
|
- |
100New |
$4.85K - $6.89K
|
100
$6.86K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.02KNew |
$418K - $456K
|
7.02K
$482K
|
|
|
Feb 13, 2020
Q4 2019
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
755New |
$45K - $49K
|
755
$51.8K
|
|
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
442+ 401.82% |
$26.3K - $28.7K
|
552
$37.9K
|
|
|
Jan 27, 2020
Q4 2019
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
413New |
$24.6K - $26.8K
|
413
$28.3K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
22.8KNew |
$1.1M - $1.28M
|
22.8K
$1.56M
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
127New |
$6.11K - $6.79K
|
127
$8.71K
|
|
| Q3 2018 | |||||||
|
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
|
|
|
Oct 11, 2018
Q3 2018
|
Arrow Financial Corp
|
BUY
|
- |
121New |
$5.66K - $6.13K
|
121
$8.3K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
167K+ 187.0% |
$6.99M - $7.86M
|
257K
$17.6M
|
|
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.24KNew |
$302K - $340K
|
7.24K
$496K
|
|
|
May 15, 2018
Q1 2018
|
Barclays PLC
London, X0 |
BUY
|
PUT |
300New |
$12.5K - $14.1K
|
300
$20.6K
|
|
|
Apr 13, 2018
Q1 2018
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$4.18K - $4.7K
|
100
$6.86K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
10.3KNew |
$473K - $521K
|
10.3K
$706K
|
|