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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.16K+ 10.64% |
$68K - $81.8K
|
12.1K
$827K
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.15K+ 0.17% |
$67.7K - $81.5K
|
697K
$47.8M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.15K+ 10.64% |
$67.3K - $81K
|
11.9K
$818K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 100.8% |
$66.4K - $79.9K
|
2.26K
$155K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.1K+ 2.85% |
$64.5K - $77.5K
|
39.7K
$2.72M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.09KNew |
$63.8K - $76.8K
|
1.09K
$74.5K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 4.23% |
$63.5K - $76.4K
|
26.7K
$1.83M
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.06K+ 0.82% |
$61.9K - $74.5K
|
129K
$8.86M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.04KNew |
$60.9K - $73.3K
|
1.04K
$71.2K
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
906+ 21.49% |
$53.2K - $64K
|
5.12K
$351K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
893+ 20.85% |
$52.4K - $63.1K
|
5.18K
$355K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
883+ 1.48% |
$51.8K - $62.4K
|
60.7K
$4.16M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
883+ 3.75% |
$51.8K - $62.4K
|
24.4K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
882+ 3.47% |
$51.8K - $62.3K
|
26.3K
$1.8M
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
837+ 0.96% |
$49.1K - $59.1K
|
88K
$6.03M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
833+ 7.99% |
$48.9K - $58.8K
|
11.3K
$772K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
790New |
$46.4K - $55.8K
|
790
$54.2K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
768+ 21.81% |
$45.1K - $54.2K
|
4.29K
$294K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
747+ 32.06% |
$43.8K - $52.8K
|
3.08K
$211K
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
740+ 13.41% |
$43.4K - $52.3K
|
6.26K
$429K
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
709+ 0.29% |
$41.6K - $50.1K
|
241K
$16.5M
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
673+ 2.65% |
$39.5K - $47.5K
|
26.1K
$1.79M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
646+ 1.89% |
$37.9K - $45.6K
|
34.9K
$2.39M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
639+ 8.19% |
$37.5K - $45.1K
|
8.44K
$579K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
631+ 3.85% |
$37K - $44.6K
|
17K
$1.17M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
625+ 16.3% |
$36.7K - $44.1K
|
4.46K
$306K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
615+ 30.92% |
$36.1K - $43.4K
|
2.6K
$179K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
592+ 3.02% |
$34.8K - $41.8K
|
20.2K
$1.39M
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
584New |
$34.3K - $41.2K
|
584
$40K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
579+ 1.42% |
$34K - $40.9K
|
41.3K
$2.83M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
564New |
$33.1K - $39.8K
|
564
$38.7K
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
545+ 0.43% |
$32K - $38.5K
|
126K
$8.65M
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
530+ 0.41% |
$31.1K - $37.4K
|
130K
$8.92M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
524+ 33.46% |
$30.8K - $37K
|
2.09K
$143K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
524+ 1.6% |
$30.8K - $37K
|
33.3K
$2.28M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
517+ 11.46% |
$30.3K - $36.5K
|
5.03K
$345K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
511+ 3.9% |
$30K - $36.1K
|
13.6K
$933K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
503+ 1.51% |
$29.5K - $35.5K
|
33.8K
$2.31M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
498+ 5.85% |
$29.2K - $35.2K
|
9.01K
$618K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
496+ 10.87% |
$29.1K - $35K
|
5.06K
$347K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
485+ 5.08% |
$28.5K - $34.3K
|
10K
$688K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
480+ 14.56% |
$28.2K - $33.9K
|
3.78K
$259K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
475New |
$27.9K - $33.5K
|
475
$32.6K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
472+ 206.11% |
$27.7K - $33.3K
|
701
$48.1K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
404+ 10.41% |
$23.7K - $28.5K
|
4.29K
$294K
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 3.35% |
$20.5K - $24.7K
|
10.8K
$741K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
348+ 32.34% |
$20.4K - $24.6K
|
1.42K
$97.6K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
343+ 9.12% |
$20.1K - $24.2K
|
4.1K
$281K
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
341+ 0.72% |
$20K - $24.1K
|
47.7K
$3.27M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
310+ 4.32% |
$18.2K - $21.9K
|
7.48K
$513K
|