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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.59% |
$5.87K - $7.06K
|
16.8K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
16.4KNew |
$964K - $1.16M
|
16.4K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 3.35% |
$20.5K - $24.7K
|
10.8K
$711K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
37+ 2.32% |
$2.17K - $2.61K
|
1.63K
$107K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.04KNew |
$178K - $215K
|
3.04K
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
5KNew |
$294K - $353K
|
5K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.33K+ 15.91% |
$313K - $376K
|
38.8K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-113- 0.82% |
$6.63K - $7.98K
|
13.6K
$896K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.65KNew |
$508K - $611K
|
8.65K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-224- 1.16% |
$13.1K - $15.8K
|
19K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 2.27% |
$58.7 - $70.6
|
43
$2.83K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255KNew |
$15M - $18M
|
255K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 11.11% |
$352 - $424
|
48
$3.16K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-17.3K- 17.41% |
$1.02M - $1.22M
|
82.1K
$5.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.1K+ 16.91% |
$649K - $781K
|
76.5K
$5.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-262- 6.24% |
$15.4K - $18.5K
|
3.94K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.3K- 50.28% |
$370K - $445K
|
6.23K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
283+ 3.06% |
$16.6K - $20K
|
9.53K
$627K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20- 0.68% |
$1.17K - $1.41K
|
2.92K
$192K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
123+ 2.79% |
$7.22K - $8.69K
|
4.53K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 28.55% |
$131K - $157K
|
10K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-355- 9.13% |
$20.8K - $25.1K
|
3.54K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 3.24% |
$2.94K - $3.53K
|
1.6K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.66K+ 3.62% |
$156K - $188K
|
76.2K
$5.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
851K+ 310.16% |
$50M - $60.1M
|
1.13M
$74.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 28.57% |
$470 - $565
|
36
$2.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-424- 0.66% |
$24.9K - $29.9K
|
63.6K
$4.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 2.79% |
$2.35K - $2.82K
|
1.39K
$91.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.94K- 3.06% |
$466K - $560K
|
251K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$58.7 - $70.6
|
1
$65.8
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.23K+ 12.06% |
$307K - $370K
|
48.6K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-26- 18.06% |
$1.53K - $1.84K
|
118
$7.77K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
13+ 0.18% |
$763 - $918
|
7.26K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
883+ 3.75% |
$51.8K - $62.4K
|
24.4K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-23- 0.24% |
$1.35K - $1.62K
|
9.45K
$622K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$5.87K - $7.06K
|
100
$6.58K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
615+ 30.92% |
$36.1K - $43.4K
|
2.6K
$171K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25New |
$1.47K - $1.77K
|
25
$1.65K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-252- 0.56% |
$14.8K - $17.8K
|
44.9K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5New |
$294 - $353
|
5
$329
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
215+ 5.31% |
$12.6K - $15.2K
|
4.26K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
35+ 37.63% |
$2.05K - $2.47K
|
128
$8.42K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
16K+ 36.36% |
$939K - $1.13M
|
60K
$3.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
524+ 1.6% |
$30.8K - $37K
|
33.3K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
39+ 1.12% |
$2.29K - $2.75K
|
3.51K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.7K+ 772.44% |
$217K - $261K
|
4.18K
$275K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 9.01% |
$587 - $706
|
121
$7.96K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-427- 1.19% |
$25.1K - $30.2K
|
35.6K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-134- 16.79% |
$7.87K - $9.46K
|
664
$43.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
209+ 31.71% |
$12.3K - $14.8K
|
868
$57.1K
|