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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
134+ 0.55% |
$7.62K - $8.47K
|
24.4K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
100New |
$5.69K - $6.32K
|
100
$6.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 100.0% |
$796 - $885
|
28
$1.88K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
22New |
$1.25K - $1.39K
|
22
$1.48K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
5.96KNew |
$339K - $377K
|
5.96K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
139+ 34.75% |
$7.91K - $8.79K
|
539
$36.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.2K+ 1543.48% |
$580K - $644K
|
10.8K
$728K
|
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
11K+ 2.59% |
$629K - $699K
|
437K
$29.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
91New |
$5.18K - $5.75K
|
91
$6.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-22.7K- 72.29% |
$1.29M - $1.43M
|
8.69K
$584K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17Closed |
$967 - $1.08K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.79K- 16.09% |
$272K - $303K
|
25K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16New |
$910 - $1.01K
|
16
$1.07K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.1KNew |
$972K - $1.08M
|
17.1K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-28.5K- 7.88% |
$1.62M - $1.8M
|
334K
$22.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
12.7K+ 22.7% |
$724K - $805K
|
68.8K
$4.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
40.4KNew |
$2.3M - $2.55M
|
40.4K
$2.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-12.2K- 20.01% |
$693K - $770K
|
48.7K
$3.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
26.7KNew |
$1.52M - $1.69M
|
26.7K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-52K- 38.81% |
$2.96M - $3.29M
|
81.9K
$5.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-260- 16.99% |
$14.8K - $16.4K
|
1.27K
$85.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.39K+ 194.4% |
$79K - $87.8K
|
2.1K
$141K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23+ 23.47% |
$1.31K - $1.45K
|
121
$8.13K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$87.6K - $97.3K
|
1.54K
$103K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-38- 46.91% |
$2.16K - $2.4K
|
43
$2.89K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.34% |
$171 - $190
|
872
$58.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-29- 46.03% |
$1.65K - $1.83K
|
34
$2.28K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
12.7KNew |
$720K - $801K
|
12.7K
$850K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4K- 31.5% |
$707K - $786K
|
27K
$1.82M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$56.9 - $63.2
|
4
$269
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
726New |
$41.3K - $45.9K
|
726
$48.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-144- 7.03% |
$8.19K - $9.11K
|
1.91K
$128K
|
|
|
Jul 26, 2024
Q2 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
791KNew |
$45M - $50M
|
791K
$53.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
851+ 9.82% |
$48.4K - $53.8K
|
9.52K
$639K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$1.42K - $1.58K
|
25
$1.68K
|
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-550K- 47.57% |
$31.3M - $34.8M
|
606K
$40.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57+ 24.89% |
$3.24K - $3.6K
|
286
$19.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
862+ 594.48% |
$49K - $54.5K
|
1.01K
$67.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
168New |
$9.56K - $10.6K
|
168
$11.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$1.31K - $1.45K
|
23
$1.54K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9New |
$512 - $569
|
9
$604
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
170+ 21.09% |
$9.67K - $10.8K
|
976
$65.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4New |
$228 - $253
|
4
$269
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
324+ 27.25% |
$18.4K - $20.5K
|
1.51K
$102K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 3.53% |
$569 - $632
|
273
$18.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.61K+ 1476.15% |
$91.5K - $102K
|
1.72K
$115K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
578+ 431.34% |
$32.9K - $36.6K
|
712
$47.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-46K- 90.67% |
$2.61M - $2.91M
|
4.73K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$569 - $632
|
10
$672
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13New |
$740 - $822
|
13
$873
|