Latest Institutional Transactions on Cms Energy Corp (CMS)
This table provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.62KNew |
$238K - $260K
|
3.62K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
235+ 106.82% |
$15.5K - $16.9K
|
455
$29.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
93+ 4.04% |
$6.12K - $6.69K
|
2.4K
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-29- 0.25% |
$1.91K - $2.09K
|
11.4K
$748K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-106- 37.86% |
$6.97K - $7.63K
|
174
$11.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
21+ 0.55% |
$1.38K - $1.51K
|
3.82K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-27.9K- 1.42% |
$1.83M - $2.01M
|
1.93M
$127M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
12.6K+ 1.3% |
$825K - $903K
|
981K
$64.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18+ 0.49% |
$1.18K - $1.29K
|
3.68K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-402- 3.5% |
$26.4K - $28.9K
|
11.1K
$730K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.65% |
$26.3K - $28.8K
|
61.6K
$4.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.49K- 27.85% |
$230K - $251K
|
9.05K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-44- 0.47% |
$2.89K - $3.17K
|
9.23K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-24- 0.71% |
$1.58K - $1.73K
|
3.38K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.65KNew |
$174K - $190K
|
2.65K
$174K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.56KNew |
$234K - $256K
|
3.56K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-278- 5.83% |
$18.3K - $20K
|
4.49K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.32K - $1.44K
|
20
$1.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.81K+ 23.4% |
$316K - $346K
|
25.3K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.23K+ 52.62% |
$212K - $232K
|
9.37K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-21K- 26.84% |
$1.38M - $1.51M
|
57.1K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.23% |
$65.8 - $71.9
|
30
$1.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5KNew |
$329K - $360K
|
5K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
345+ 2.86% |
$22.7K - $24.8K
|
12.4K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
200+ 219.78% |
$13.2K - $14.4K
|
291
$19.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.36% |
$395 - $432
|
1.69K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 3.66% |
$84K - $91.9K
|
33.6K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-107- 26.16% |
$7.04K - $7.7K
|
302
$19.9K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.76K- 2.9% |
$116K - $127K
|
58.9K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18KNew |
$209K - $229K
|
3.18K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-224K- 9.74% |
$14.7M - $16.1M
|
2.07M
$137M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-348- 0.21% |
$22.9K - $25K
|
164K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
593+ 8.97% |
$39K - $42.7K
|
7.21K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-532- 1.47% |
$35K - $38.3K
|
35.8K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-76.8K- 50.15% |
$5.05M - $5.53M
|
76.3K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 19.31% |
$2.56K - $2.81K
|
241
$15.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-212- 0.7% |
$13.9K - $15.3K
|
30.2K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-88- 2.01% |
$5.79K - $6.33K
|
4.29K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 31.58% |
$395 - $432
|
25
$1.65K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
37+ 10.16% |
$2.43K - $2.66K
|
401
$26.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-159K- 41.32% |
$10.4M - $11.4M
|
225K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
269+ 6.89% |
$17.7K - $19.4K
|
4.17K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
208+ 176.27% |
$13.7K - $15K
|
326
$21.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-159- 4.09% |
$10.5K - $11.4K
|
3.73K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
160New |
$10.5K - $11.5K
|
160
$10.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.6K- 21.92% |
$434K - $475K
|
23.5K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
379+ 7.49% |
$24.9K - $27.3K
|
5.44K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$329 - $360
|
5
$329
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.84% |
$6.58K - $7.19K
|
11.8K
$777K
|