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
|
Values First Advisors, Inc.
|
BUY
|
- |
790New |
$46.4K - $55.8K
|
790
$58.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.04KNew |
$178K - $215K
|
3.04K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
5KNew |
$294K - $353K
|
5K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.65KNew |
$508K - $611K
|
8.65K
$640K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 2.27% |
$58.7 - $70.6
|
43
$3.18K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
255KNew |
$15M - $18M
|
255K
$18.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 11.11% |
$352 - $424
|
48
$3.55K
|
|
|
Oct 22, 2024
Q3 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.1K+ 16.91% |
$649K - $781K
|
76.5K
$5.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-262- 6.24% |
$15.4K - $18.5K
|
3.94K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-6.3K- 50.28% |
$370K - $445K
|
6.23K
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
851K+ 310.16% |
$50M - $60.1M
|
1.13M
$83.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-424- 0.66% |
$24.9K - $29.9K
|
63.6K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 2.79% |
$2.35K - $2.82K
|
1.39K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$58.7 - $70.6
|
1
$73.9
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
883+ 3.75% |
$51.8K - $62.4K
|
24.4K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$5.87K - $7.06K
|
100
$7.39K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25New |
$1.47K - $1.77K
|
25
$1.85K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5New |
$294 - $353
|
5
$370
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
16K+ 36.36% |
$939K - $1.13M
|
60K
$4.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-427- 1.19% |
$25.1K - $30.2K
|
35.6K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$58.7 - $70.6
|
1
$73.9
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Nekton Capital Ltd.
London, X0 |
SELL
|
- |
-40.2K- 25.93% |
$2.28M - $2.54M
|
115K
$8.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
44.3KNew |
$2.52M - $2.8M
|
44.3K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.55KNew |
$430K - $478K
|
7.55K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.44M - $1.6M
|
25.2K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$683 - $759
|
12
$887
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
76.4KNew |
$4.35M - $4.83M
|
76.4K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250New |
$14.2K - $15.8K
|
250
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
6.2K+ 13.08% |
$353K - $392K
|
53.6K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$877K - $975K
|
15.4K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
49.8K+ 36.53% |
$2.83M - $3.15M
|
186K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
97.9K+ 821.21% |
$5.57M - $6.19M
|
110K
$8.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
207KNew |
$11.8M - $13.1M
|
207K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.52M- 55.36% |
$86.5M - $96.2M
|
1.23M
$90.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$284 - $316
|
10
$739
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
65New |
$3.7K - $4.11K
|
65
$4.81K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.71KNew |
$268K - $298K
|
4.71K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.69KNew |
$210K - $233K
|
3.69K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.4M+ 5.14% |
$79.6M - $88.5M
|
28.6M
$2.12B
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
134+ 0.55% |
$7.62K - $8.47K
|
24.4K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
100New |
$5.69K - $6.32K
|
100
$7.39K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
22New |
$1.25K - $1.39K
|
22
$1.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
139+ 34.75% |
$7.91K - $8.79K
|
539
$39.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.2K+ 1543.48% |
$580K - $644K
|
10.8K
$802K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
91New |
$5.18K - $5.75K
|
91
$6.73K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.79K- 16.09% |
$272K - $303K
|
25K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16New |
$910 - $1.01K
|
16
$1.18K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.1KNew |
$972K - $1.08M
|
17.1K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.39K+ 194.4% |
$79K - $87.8K
|
2.1K
$155K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$87.6K - $97.3K
|
1.54K
$114K
|
|