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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.37K+ 19.71% |
$83.8K - $101K
|
8.32K
$615K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04KNew |
$63.4K - $76.3K
|
1.04K
$76.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$30.6K - $36.8K
|
500
$37K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
310+ 1068.97% |
$19K - $22.8K
|
339
$25.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
192+ 6.3% |
$11.7K - $14.1K
|
3.24K
$240K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
83+ 1.65% |
$5.08K - $6.11K
|
5.11K
$378K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36New |
$2.2K - $2.65K
|
36
$2.66K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
29New |
$1.77K - $2.13K
|
29
$2.14K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
21New |
$1.28K - $1.54K
|
21
$1.55K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14New |
$856 - $1.03K
|
14
$1.04K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$61.2 - $73.6
|
2.96K
$219K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$73.9
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.6KNew |
$2.76M - $3.12M
|
44.6K
$3.3M
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.68KNew |
$166K - $188K
|
2.68K
$198K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
77New |
$4.76K - $5.39K
|
77
$5.69K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
45New |
$2.78K - $3.15K
|
45
$3.33K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
39+ 23.93% |
$2.41K - $2.73K
|
202
$14.9K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34New |
$2.1K - $2.38K
|
34
$2.51K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28New |
$1.73K - $1.96K
|
28
$2.07K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
11New |
$680 - $770
|
11
$813
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
4.76KNew |
$280K - $311K
|
4.76K
$352K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.22KNew |
$190K - $211K
|
3.22K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
335New |
$19.7K - $21.9K
|
335
$24.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
200New |
$11.8K - $13.1K
|
200
$14.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
138New |
$8.12K - $9.03K
|
138
$10.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
110New |
$6.47K - $7.2K
|
110
$8.13K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
65New |
$3.83K - $4.25K
|
65
$4.81K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
19New |
$1.12K - $1.24K
|
19
$1.4K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8New |
$471 - $523
|
8
$592
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 18.92% |
$412 - $458
|
44
$3.25K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
5New |
$294 - $327
|
5
$370
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.49KNew |
$205K - $229K
|
3.49K
$258K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
782New |
$46K - $51.3K
|
782
$57.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
606New |
$35.7K - $39.8K
|
606
$44.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
21New |
$1.24K - $1.38K
|
21
$1.55K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
250KNew |
$14.5M - $16.3M
|
250K
$18.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
28.5KNew |
$1.66M - $1.86M
|
28.5K
$2.11M
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
7.8KNew |
$453K - $509K
|
7.8K
$577K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.82KNew |
$396K - $445K
|
6.82K
$504K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
60New |
$3.49K - $3.92K
|
60
$4.44K
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
738New |
$39.8K - $45.7K
|
738
$54.6K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
508New |
$27.4K - $31.5K
|
508
$37.6K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.92KNew |
$456K - $531K
|
7.92K
$586K
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
2.51KNew |
$145K - $168K
|
2.51K
$186K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
6.22KNew |
$367K - $399K
|
6.22K
$460K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
333New |
$19.6K - $21.4K
|
333
$24.6K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
114New |
$6.72K - $7.32K
|
114
$8.43K
|
|
|
Nov 16, 2020
Q3 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
95+ 39.92% |
$5.6K - $6.1K
|
333
$24.6K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
30KNew |
$1.61M - $1.9M
|
30K
$2.22M
|
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
1.41KNew |
$75.6K - $88.9K
|
1.41K
$104K
|
|