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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
105New |
$5.67K - $6.75K
|
105
$7.05K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42New |
$2.27K - $2.7K
|
42
$2.82K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
88New |
$4.75K - $5.66K
|
88
$5.91K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
294New |
$15.9K - $18.9K
|
294
$19.7K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
319New |
$17.2K - $20.5K
|
319
$21.4K
|
|
| Q3 2022 | |||||||
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.3KNew |
$104K - $302K
|
4.3K
$289K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.41K+ 6.96% |
$204K - $591K
|
129K
$8.68M
|
|
|
Dec 01, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-15.3K- 18.37% |
$371K - $1.07M
|
68K
$4.56M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.98K- 43.92% |
$47.9K - $139K
|
2.53K
$170K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.19K- 45.22% |
$126K - $364K
|
6.28K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
19KNew |
$460K - $1.33M
|
19K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
175+ 5.44% |
$4.24K - $12.3K
|
3.39K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
12.2KNew |
$296K - $857K
|
12.2K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-7.1K- 2.93% |
$172K - $498K
|
235K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.63K- 25.82% |
$112K - $325K
|
13.3K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
4.47KNew |
$108K - $314K
|
4.47K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-113K- 4.92% |
$2.74M - $7.93M
|
2.18M
$146M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-835KClosed |
$20.2M - $58.6M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-98.7K- 98.24% |
$2.39M - $6.93M
|
1.77K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
462New |
$11.2K - $32.4K
|
462
$31K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
114New |
$2.76K - $8.01K
|
114
$7.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
301+ 6.87% |
$7.29K - $21.1K
|
4.69K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
15.4K+ 33.79% |
$373K - $1.08M
|
61K
$4.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.3K+ 102.24% |
$467K - $1.35M
|
38.1K
$2.56M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-715- 15.33% |
$17.3K - $50.2K
|
3.95K
$265K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
173New |
$4.19K - $12.1K
|
173
$11.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
500New |
$12.1K - $35.1K
|
500
$33.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.33% |
$533 - $1.55K
|
6.61K
$444K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
222New |
$5.38K - $15.6K
|
222
$14.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.2KNew |
$29.1K - $84.3K
|
1.2K
$80.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-240- 96.77% |
$5.82K - $16.9K
|
8
$537
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.4KNew |
$58.2K - $169K
|
2.4K
$161K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
721+ 3.04% |
$17.5K - $50.6K
|
24.4K
$1.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
39.5K+ 19.43% |
$957K - $2.77M
|
243K
$16.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 35.66% |
$28.6K - $83K
|
4.5K
$302K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.83K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.83K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$24.2 - $70.2
|
1
$67.1
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
800+ 26.74% |
$19.4K - $56.2K
|
3.79K
$255K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-3K- 67.81% |
$72.8K - $211K
|
1.43K
$95.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-31- 0.36% |
$751 - $2.18K
|
8.69K
$583K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 15.63% |
$363 - $1.05K
|
111
$7.45K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.5K - $4.35K
|
62
$4.16K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-314- 4.19% |
$7.61K - $22.1K
|
7.18K
$482K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-29Closed |
$1.77K - $2.13K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-2.92KClosed |
$179K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.8KClosed |
$355K - $427K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19Closed |
$1.16K - $1.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$61.2 - $73.6
|
1
$67.1
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.37K+ 19.71% |
$83.8K - $101K
|
8.32K
$558K
|
|