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 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.23% |
$3.23K - $3.88K
|
4.52K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
53+ 17.04% |
$3.11K - $3.74K
|
364
$25K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
52New |
$3.05K - $3.67K
|
52
$3.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 0.92% |
$2.94K - $3.53K
|
5.48K
$376K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 3.24% |
$2.94K - $3.53K
|
1.6K
$109K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 2.46% |
$2.82K - $3.39K
|
2K
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
39+ 1.12% |
$2.29K - $2.75K
|
3.51K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
37+ 2.32% |
$2.17K - $2.61K
|
1.63K
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36+ 7.32% |
$2.11K - $2.54K
|
528
$36.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
35+ 37.63% |
$2.05K - $2.47K
|
128
$8.78K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 114.29% |
$1.88K - $2.26K
|
60
$4.11K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
31+ 0.26% |
$1.82K - $2.19K
|
12K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.37% |
$1.76K - $2.12K
|
8.11K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
30New |
$1.76K - $2.12K
|
30
$2.06K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30+ 5.39% |
$1.76K - $2.12K
|
587
$40.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 0.62% |
$1.64K - $1.98K
|
4.55K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 0.76% |
$1.53K - $1.84K
|
3.45K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 1.24% |
$1.47K - $1.77K
|
2.05K
$140K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25New |
$1.47K - $1.77K
|
25
$1.71K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 0.53% |
$1.47K - $1.77K
|
4.77K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 1.0% |
$1.41K - $1.69K
|
2.41K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 23.71% |
$1.35K - $1.62K
|
120
$8.23K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20+ 17.39% |
$1.17K - $1.41K
|
135
$9.26K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17+ 1.47% |
$998 - $1.2K
|
1.17K
$80.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$822 - $989
|
14
$960
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
13+ 0.18% |
$763 - $918
|
7.26K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
12+ 1.75% |
$704 - $847
|
698
$47.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$704 - $847
|
12
$823
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.04% |
$587 - $706
|
25.7K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 9.01% |
$587 - $706
|
121
$8.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 9.26% |
$587 - $706
|
118
$8.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9+ 0.25% |
$528 - $636
|
3.63K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 28.57% |
$470 - $565
|
36
$2.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.75% |
$470 - $565
|
464
$31.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 0.53% |
$470 - $565
|
1.5K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$411 - $494
|
7
$480
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 0.05% |
$352 - $424
|
12.5K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 33.33% |
$352 - $424
|
24
$1.65K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 13.64% |
$352 - $424
|
50
$3.43K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 1.92% |
$352 - $424
|
318
$21.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$294 - $353
|
5
$343
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 19.23% |
$294 - $353
|
31
$2.13K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$294 - $353
|
5
$343
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5New |
$294 - $353
|
5
$343
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 0.99% |
$235 - $282
|
409
$28K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 1.91% |
$235 - $282
|
213
$14.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.06% |
$176 - $212
|
5.28K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
3+ 3.41% |
$176 - $212
|
91
$6.24K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.71% |
$176 - $212
|
31
$2.13K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 15.38% |
$117 - $141
|
15
$1.03K
|