Latest Institutional Sells of Cms Energy Corp (CMS)
This list provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.71KClosed |
$221K - $241K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.31KClosed |
$197K - $215K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.18KClosed |
$189K - $206K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1KClosed |
$59.6K - $64.9K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-39Closed |
$2.32K - $2.53K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-19Closed |
$1.13K - $1.23K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-94KClosed |
$5.42M - $6.11M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.51KClosed |
$203K - $229K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.66KClosed |
$153K - $173K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.83KClosed |
$106K - $119K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-539Closed |
$31.1K - $35.1K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-500Closed |
$28.8K - $32.5K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-340Closed |
$19.6K - $22.1K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-322Closed |
$18.6K - $20.9K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-190Closed |
$11K - $12.4K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-165Closed |
$9.51K - $10.7K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-150- 33.33% |
$8.65K - $9.76K
|
300
$20.6K
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-141Closed |
$8.13K - $9.17K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-12Closed |
$692 - $780
|
0
$0
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Highland Capital Management, LLC
|
SELL
|
- |
-127KClosed |
$6.8M - $7.51M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13.8KClosed |
$739K - $816K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-7.11KClosed |
$381K - $420K
|
0
$0
|
|
Sep 27, 2019
Q2 2019
|
Emerson Wealth, LLC
|
SELL
|
- |
-6.33KClosed |
$339K - $374K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.05KClosed |
$270K - $299K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Inc
|
SELL
|
- |
-4.94KClosed |
$265K - $292K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Murphy Capital Management Inc
|
SELL
|
- |
-4.4KClosed |
$236K - $260K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-3.6KClosed |
$193K - $213K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.73KClosed |
$146K - $162K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.74KClosed |
$93.2K - $103K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.1KClosed |
$58.9K - $65.1K
|
0
$0
|
|
Jan 02, 2024
Q2 2019
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-600Closed |
$32.1K - $35.5K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-377Closed |
$20.2K - $22.3K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-268Closed |
$14.4K - $15.9K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Community Bank, N.A.
|
SELL
|
- |
-235Closed |
$12.6K - $13.9K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-200Closed |
$10.7K - $11.8K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-118Closed |
$6.32K - $6.98K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-108Closed |
$5.78K - $6.39K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-99Closed |
$5.3K - $5.86K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-86Closed |
$4.61K - $5.09K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Parisi Gray Wealth Management
|
SELL
|
- |
-74Closed |
$3.96K - $4.38K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-44Closed |
$2.36K - $2.6K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 29, 2019
Q1 2019
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-130KClosed |
$6.26M - $7.29M
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-35.9KClosed |
$1.73M - $2.02M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-14.2KClosed |
$688K - $801K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.07KClosed |
$342K - $398K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.21KClosed |
$203K - $237K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-4.13KClosed |
$199K - $232K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.87KClosed |
$90.5K - $105K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-1.87KClosed |
$90.5K - $105K
|
0
$0
|
|
Apr 24, 2019
Q1 2019
|
Clean Yield Group
|
SELL
|
- |
-537Closed |
$25.9K - $30.2K
|
0
$0
|