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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.48KNew |
$201K - $227K
|
3.48K
$233K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-78- 11.82% |
$4.51K - $5.1K
|
582
$39.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-997- 15.29% |
$57.6K - $65.2K
|
5.52K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
22KNew |
$1.27M - $1.44M
|
22K
$1.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
863New |
$49.9K - $56.4K
|
863
$57.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
43+ 0.84% |
$2.48K - $2.81K
|
5.15K
$345K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
78New |
$4.21K - $5.02K
|
78
$5.24K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.01KClosed |
$54.4K - $64.8K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.64K- 96.37% |
$196K - $234K
|
137
$9.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.77KNew |
$419K - $499K
|
7.77K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.22KNew |
$228K - $272K
|
4.22K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
496+ 0.06% |
$26.8K - $31.9K
|
844K
$56.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.77KNew |
$419K - $499K
|
7.77K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.91KNew |
$265K - $316K
|
4.91K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-57.4KClosed |
$3.1M - $3.69M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
13.9K+ 3.15% |
$751K - $895K
|
456K
$30.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-996- 9.79% |
$53.8K - $64.1K
|
9.18K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
26.9KNew |
$1.45M - $1.73M
|
26.9K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48New |
$2.59K - $3.09K
|
48
$3.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-24.1K- 53.01% |
$1.3M - $1.55M
|
21.3K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
18.2K+ 68.69% |
$982K - $1.17M
|
44.7K
$3M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.39KNew |
$183K - $218K
|
3.39K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
62New |
$3.35K - $3.99K
|
62
$4.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
300New |
$16.2K - $19.3K
|
300
$20.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.44KNew |
$348K - $414K
|
6.44K
$432K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
13New |
$702 - $836
|
13
$873
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.95K+ 32.34% |
$213K - $254K
|
16.2K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
21+ 60.0% |
$1.13K - $1.35K
|
56
$3.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-500- 42.96% |
$27K - $32.2K
|
664
$44.6K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12New |
$648 - $772
|
12
$805
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$324 - $386
|
6.93K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.14K- 7.82% |
$61.5K - $73.3K
|
13.4K
$902K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$72K - $85.8K
|
1.33K
$89.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
SELL
|
- |
-218K- 52.13% |
$11.7M - $14M
|
200K
$13.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-759- 5.5% |
$41K - $48.8K
|
13K
$875K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.03KNew |
$217K - $259K
|
4.03K
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.21KNew |
$173K - $206K
|
3.21K
$215K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
75New |
$4.05K - $4.82K
|
75
$5.03K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.31K+ 1.77% |
$70.5K - $84.1K
|
75.3K
$5.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
183+ 23.11% |
$9.88K - $11.8K
|
975
$65.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$594 - $707
|
11
$738
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
194+ 3.79% |
$10.5K - $12.5K
|
5.31K
$357K
|
|
|
Jan 23, 2023
Q4 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-740K- 72.54% |
$39.9M - $47.6M
|
280K
$18.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-202- 11.37% |
$10.9K - $13K
|
1.57K
$106K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
697K+ 115.24% |
$37.6M - $44.8M
|
1.3M
$87.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$432 - $514
|
8
$537
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.27KNew |
$176K - $210K
|
3.27K
$219K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
38New |
$2.05K - $2.44K
|
38
$2.55K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
39New |
$2.1K - $2.51K
|
39
$2.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-53- 0.23% |
$2.86K - $3.41K
|
23.3K
$1.57M
|
|