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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$445 - $484
|
8
$537
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$186K - $203K
|
3.35K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
78New |
$4.34K - $4.72K
|
78
$5.24K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$278 - $302
|
5
$336
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5KNew |
$278K - $302K
|
5K
$336K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
446+ 8.09% |
$24.8K - $27K
|
5.96K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-230- 6.01% |
$12.8K - $13.9K
|
3.6K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$1.11K - $1.21K
|
20
$1.34K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7New |
$389 - $423
|
7
$470
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
222New |
$12.3K - $13.4K
|
222
$14.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
43.8KNew |
$2.44M - $2.65M
|
43.8K
$2.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15KNew |
$834K - $907K
|
15K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-413- 16.63% |
$23K - $25K
|
2.07K
$139K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7.2K- 64.91% |
$401K - $436K
|
3.9K
$262K
|
|
| Q4 2023 | |||||||
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.63KNew |
$184K - $218K
|
3.63K
$244K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.17KNew |
$211K - $250K
|
4.17K
$280K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
261New |
$13.2K - $15.6K
|
261
$17.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$10.1K - $12K
|
200
$13.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
505New |
$25.5K - $30.3K
|
505
$33.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
12.2KNew |
$617K - $731K
|
12.2K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-28.2K- 64.83% |
$1.43M - $1.69M
|
15.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
4.8KNew |
$243K - $288K
|
4.8K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.97KNew |
$302K - $357K
|
5.97K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.47KNew |
$74.2K - $87.9K
|
1.47K
$98.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-195- 1.62% |
$9.86K - $11.7K
|
11.9K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-826- 17.62% |
$41.8K - $49.5K
|
3.86K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
786K+ 46761.79% |
$39.7M - $47.1M
|
787K
$52.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-77.7K- 44.63% |
$3.93M - $4.66M
|
96.5K
$6.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
11.8K+ 120.33% |
$597K - $707K
|
21.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-13.5K- 32.34% |
$681K - $806K
|
28.2K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
18New |
$910 - $1.08K
|
18
$1.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-362- 7.8% |
$18.3K - $21.7K
|
4.28K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-126- 23.73% |
$6.37K - $7.55K
|
405
$27.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
37.9KNew |
$1.92M - $2.27M
|
37.9K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.45KNew |
$174K - $206K
|
3.45K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
78New |
$3.94K - $4.67K
|
78
$5.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$556 - $659
|
11
$739
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
2.63K+ 754.89% |
$133K - $157K
|
2.98K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
916+ 7.4% |
$46.3K - $54.9K
|
13.3K
$893K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 18.87% |
$506 - $599
|
63
$4.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
29.7KNew |
$1.5M - $1.78M
|
29.7K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.2KNew |
$1.12M - $1.33M
|
22.2K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-879- 16.86% |
$44.5K - $52.7K
|
4.33K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-414- 10.09% |
$20.9K - $24.8K
|
3.69K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
972New |
$49.2K - $58.2K
|
972
$65.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 12.62% |
$1.31K - $1.56K
|
232
$15.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$20.2K - $24K
|
400
$26.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 33.33% |
$50.6 - $59.9
|
2
$134
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.29KNew |
$268K - $317K
|
5.29K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
73New |
$3.69K - $4.37K
|
73
$4.9K
|
|