Latest Institutional Transactions on Cms Energy Corp (CMS)

CMS Quotes by TradingView

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
Nov 04, 2021 Q3 2021
St. Johns Investment Management Company, LLC

SELL
 -
-29
Closed
$1.71K - $1.9K
0 $0
Nov 03, 2021 Q3 2021
Stoneridge Investment Partners LLC

SELL
 -
-25.5K
Closed
$1.5M - $1.67M
0 $0
Oct 27, 2021 Q3 2021
Hedeker Wealth, LLC

SELL
 -
-22K
Closed
$1.3M - $1.45M
0 $0
Oct 22, 2021 Q3 2021
Carolina Wealth Advisors, LLC

SELL
 -
-180
Closed
$10.6K - $11.8K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
782
New
$46K - $51.3K
782 $53.7K
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-53
Closed
$3.12K - $3.48K
0 $0
Oct 07, 2021 Q3 2021
Investment Research & Advisory Group, Inc.

SELL
 -
-74
Closed
$4.36K - $4.86K
0 $0
Q2 2021
Nov 12, 2021 Q2 2021
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-101
Closed
$5.87K - $6.59K
0 $0
Aug 16, 2021 Q2 2021
Lee Ainslie Maverick Capital LTD | Dallas, Tx
SELL
 -
-3.26K
Closed
$190K - $213K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-55
Closed
$3.2K - $3.59K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-261
Closed
$15.2K - $17K
0 $0
Aug 16, 2021 Q2 2021
Alethea Capital Management, LLC

San Diego, CA
SELL
 -
-13.6K
Closed
$791K - $889K
0 $0
Aug 16, 2021 Q2 2021
Credit Suisse Ag

Zurich, V8
BUY
 CALL
28.5K
New
$1.66M - $1.86M
28.5K $1.96M
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
60
New
$3.49K - $3.92K
60 $4.12K
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-300
Closed
$17.4K - $19.6K
0 $0
Aug 13, 2021 Q2 2021
Boit C F David

Boston, MA
BUY
 -
7.8K
New
$453K - $509K
7.8K $536K
Aug 11, 2021 Q2 2021
Ls Investment Advisors, LLC

SELL
 -
-10.1K
Closed
$589K - $661K
0 $0
Aug 10, 2021 Q2 2021
Sun Life Financial Inc

Toronto, A6
SELL
 -
-171
Closed
$9.94K - $11.2K
0 $0
Aug 10, 2021 Q2 2021
Principal Street Partners, LLC

Memphis, TN
SELL
 -
-3.57K
Closed
$207K - $233K
0 $0
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-293
Closed
$17K - $19.1K
0 $0
Aug 05, 2021 Q2 2021
Atlas Private Wealth Management

SELL
 -
-298
Closed
$17.3K - $19.5K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-5.02K
Closed
$292K - $328K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-92
Closed
$5.35K - $6K
0 $0
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
296
New
$17.2K - $19.3K
296 $20.3K
Aug 02, 2021 Q2 2021
Regal Wealth Group, Inc.

SELL
 -
-568
Closed
$33K - $37.1K
0 $0
Aug 02, 2021 Q2 2021
Human Investing LLC

SELL
 -
-36
Closed
$2.09K - $2.35K
0 $0
Jul 30, 2021 Q2 2021
Sound Financial Strategies Group, LLC

SELL
 -
-9.23K
Closed
$537K - $603K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
6.82K
New
$396K - $445K
6.82K $468K
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-32
Closed
$1.86K - $2.09K
0 $0
Jul 13, 2021 Q2 2021
Ellevest, Inc.

SELL
 -
-779
Closed
$45.3K - $50.8K
0 $0
Q1 2021
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-34
Closed
$1.83K - $2.11K
0 $0
May 20, 2021 Q1 2021
Tru Independence LLC

SELL
 -
-24
Closed
$1.29K - $1.49K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-34
Closed
$1.83K - $2.11K
0 $0
May 17, 2021 Q1 2021
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 -
-13.6K
Closed
$731K - $841K
0 $0
May 17, 2021 Q1 2021
Aventail Capital Group, LP

New York, NY
SELL
 -
-155K
Closed
$8.35M - $9.6M
0 $0
May 17, 2021 Q1 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-4.43K
Closed
$239K - $275K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-334
Closed
$18K - $20.7K
0 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-39.5K
Closed
$2.13M - $2.45M
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-673
Closed
$36.3K - $41.7K
0 $0
May 14, 2021 Q1 2021
Athanor Capital, LP

New York, NY
SELL
 -
-15.9K
Closed
$856K - $984K
0 $0
May 14, 2021 Q1 2021
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-4.84K
Closed
$261K - $300K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-2.82K
Closed
$152K - $175K
0 $0
May 13, 2021 Q1 2021
Ethic Inc.

New York, NY
SELL
 -
-3.94K
Closed
$212K - $244K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-300
Closed
$16.2K - $18.6K
0 $0
May 12, 2021 Q1 2021
Standard Family Office LLC

Sioux Falls, SD
SELL
 -
-33
Closed
$1.78K - $2.04K
0 $0
May 12, 2021 Q1 2021
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
508
New
$27.4K - $31.5K
508 $34.9K
May 11, 2021 Q1 2021
Artisan Partners Limited Partnership

Milwaukee, WI
SELL
 -
-2.92M
Closed
$158M - $181M
0 $0
May 10, 2021 Q1 2021
American Investment Services, Inc.

SELL
 -
-4.23K
Closed
$228K - $262K
0 $0
May 10, 2021 Q1 2021
Sustainable Insight Capital Management, LLC

New York, NY
SELL
 -
-8.83K
Closed
$476K - $547K
0 $0

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