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 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-38- 46.91% |
$2.16K - $2.4K
|
43
$3.18K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
12.7KNew |
$720K - $801K
|
12.7K
$936K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
726New |
$41.3K - $45.9K
|
726
$53.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-144- 7.03% |
$8.19K - $9.11K
|
1.91K
$141K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
851+ 9.82% |
$48.4K - $53.8K
|
9.52K
$704K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$1.42K - $1.58K
|
25
$1.85K
|
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-550K- 47.57% |
$31.3M - $34.8M
|
606K
$44.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57+ 24.89% |
$3.24K - $3.6K
|
286
$21.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
168New |
$9.56K - $10.6K
|
168
$12.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$1.31K - $1.45K
|
23
$1.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 3.53% |
$569 - $632
|
273
$20.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
578+ 431.34% |
$32.9K - $36.6K
|
712
$52.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$569 - $632
|
10
$739
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13New |
$740 - $822
|
13
$961
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-367- 3.73% |
$20.9K - $23.2K
|
9.47K
$700K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-27- 12.98% |
$1.5K - $1.63K
|
181
$13.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35New |
$1.95K - $2.12K
|
35
$2.59K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$111 - $121
|
6
$444
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 4.13% |
$278 - $302
|
126
$9.32K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-90.8K- 8.79% |
$5.05M - $5.49M
|
942K
$69.7M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-600- 13.81% |
$33.4K - $36.3K
|
3.75K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
270+ 3.21% |
$15K - $16.3K
|
8.68K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
45.2K+ 115.02% |
$2.52M - $2.74M
|
84.6K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
46.9KNew |
$2.61M - $2.84M
|
46.9K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
127KNew |
$7.07M - $7.69M
|
127K
$9.4M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
98.2KNew |
$5.46M - $5.94M
|
98.2K
$7.26M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
10.1K+ 12.26% |
$562K - $611K
|
92.6K
$6.84M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.15KNew |
$231K - $251K
|
4.15K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
187New |
$10.4K - $11.3K
|
187
$13.8K
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.96M- 70.62% |
$109M - $119M
|
816K
$60.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.96K+ 114.48% |
$554K - $602K
|
18.7K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.3K+ 2.81% |
$72.3K - $78.6K
|
47.6K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-63- 95.45% |
$3.5K - $3.81K
|
3
$222
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
472+ 0.62% |
$26.2K - $28.5K
|
77K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.05K- 96.28% |
$114K - $124K
|
79
$5.84K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-960- 5.05% |
$53.4K - $58.1K
|
18K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-13- 68.42% |
$723 - $786
|
6
$444
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.52KNew |
$195K - $213K
|
3.52K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-26.7K- 2.66% |
$1.48M - $1.61M
|
975K
$72.1M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$556 - $605
|
10
$739
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20New |
$1.11K - $1.21K
|
20
$1.48K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9- 0.25% |
$500 - $544
|
3.61K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-56- 6.64% |
$3.11K - $3.39K
|
787
$58.2K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
300New |
$16.7K - $18.1K
|
300
$22.2K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
108K+ 1854.36% |
$6.03M - $6.55M
|
114K
$8.44M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-166- 3.8% |
$9.23K - $10K
|
4.2K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.4KNew |
$189K - $206K
|
3.4K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-357K- 97.88% |
$19.8M - $21.6M
|
7.74K
$572K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$556 - $605
|
10
$739
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
19New |
$1.06K - $1.15K
|
19
$1.4K
|
|