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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-26.7K- 2.66% |
$1.48M - $1.61M
|
975K
$71.7M
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7.2K- 64.91% |
$401K - $436K
|
3.9K
$287K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.05K- 96.28% |
$114K - $124K
|
79
$5.81K
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-960- 5.05% |
$53.4K - $58.1K
|
18K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-600- 13.81% |
$33.4K - $36.3K
|
3.75K
$276K
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-413- 16.63% |
$23K - $25K
|
2.07K
$152K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-230- 6.01% |
$12.8K - $13.9K
|
3.6K
$265K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-166- 3.8% |
$9.23K - $10K
|
4.2K
$309K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-63- 95.45% |
$3.5K - $3.81K
|
3
$221
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-56- 6.64% |
$3.11K - $3.39K
|
787
$57.9K
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-27- 12.98% |
$1.5K - $1.63K
|
181
$13.3K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-18- 2.2% |
$1K - $1.09K
|
800
$58.9K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-13- 68.42% |
$723 - $786
|
6
$441
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 0.25% |
$500 - $544
|
3.61K
$265K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-77.7K- 44.63% |
$3.93M - $4.66M
|
96.5K
$7.1M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-13.5K- 32.34% |
$681K - $806K
|
28.2K
$2.07M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1K- 5.88% |
$50.6K - $59.9K
|
16K
$1.18M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-879- 16.86% |
$44.5K - $52.7K
|
4.33K
$319K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-826- 17.62% |
$41.8K - $49.5K
|
3.86K
$284K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-414- 10.09% |
$20.9K - $24.8K
|
3.69K
$271K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-404- 94.17% |
$20.4K - $24.2K
|
25
$1.84K
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-362- 7.8% |
$18.3K - $21.7K
|
4.28K
$315K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-347- 3.23% |
$17.5K - $20.8K
|
10.4K
$764K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-195- 1.62% |
$9.86K - $11.7K
|
11.9K
$874K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-126- 23.73% |
$6.37K - $7.55K
|
405
$29.8K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-16- 7.41% |
$809 - $959
|
200
$14.7K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$50.6 - $59.9
|
2
$147
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-56.9K- 23.16% |
$3M - $3.61M
|
189K
$13.9M
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-51.8K- 72.14% |
$2.73M - $3.29M
|
20K
$1.47M
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-32.2K- 30.84% |
$1.7M - $2.04M
|
72.2K
$5.31M
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-6.29K- 16.43% |
$331K - $399K
|
32K
$2.35M
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.73K- 9.82% |
$249K - $300K
|
43.4K
$3.19M
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.29K- 23.27% |
$174K - $209K
|
10.9K
$799K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.42K- 7.97% |
$74.6K - $89.7K
|
16.3K
$1.2M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.14K- 10.32% |
$59.9K - $72K
|
9.87K
$726K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-108- 1.89% |
$5.69K - $6.85K
|
5.61K
$413K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-55- 45.45% |
$2.9K - $3.49K
|
66
$4.86K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31- 13.96% |
$1.63K - $1.97K
|
191
$14.1K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10- 21.28% |
$527 - $634
|
37
$2.72K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-113K- 2.31% |
$6.43M - $7.08M
|
4.78M
$351M
|
|
Aug 14, 2023
Q2 2023
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-48.7K- 18.32% |
$2.77M - $3.05M
|
217K
$16M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.96K- 58.06% |
$453K - $498K
|
5.75K
$423K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-2.92K- 32.1% |
$166K - $183K
|
6.17K
$454K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-309- 8.31% |
$17.6K - $19.4K
|
3.41K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-192- 33.51% |
$10.9K - $12K
|
381
$28K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 40.32% |
$5.69K - $6.26K
|
148
$10.9K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-58- 61.05% |
$3.3K - $3.63K
|
37
$2.72K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-34- 0.76% |
$1.93K - $2.13K
|
4.44K
$327K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-23- 2.79% |
$1.31K - $1.44K
|
800
$58.9K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3- 0.6% |
$171 - $188
|
499
$36.7K
|