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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-101Closed |
$5.87K - $6.59K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.26KClosed |
$190K - $213K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-55Closed |
$3.2K - $3.59K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
250KNew |
$14.5M - $16.3M
|
250K
$18.4M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-261Closed |
$15.2K - $17K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-13.6KClosed |
$791K - $889K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
28.5KNew |
$1.66M - $1.86M
|
28.5K
$2.09M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
60New |
$3.49K - $3.92K
|
60
$4.41K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-300Closed |
$17.4K - $19.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
7.8KNew |
$453K - $509K
|
7.8K
$573K
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$589K - $661K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-171Closed |
$9.94K - $11.2K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.57KClosed |
$207K - $233K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-293Closed |
$17K - $19.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-298Closed |
$17.3K - $19.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.02KClosed |
$292K - $328K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-92Closed |
$5.35K - $6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-568Closed |
$33K - $37.1K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-36Closed |
$2.09K - $2.35K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-9.23KClosed |
$537K - $603K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.82KNew |
$396K - $445K
|
6.82K
$501K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-32Closed |
$1.86K - $2.09K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-779Closed |
$45.3K - $50.8K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-34Closed |
$1.83K - $2.11K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-24Closed |
$1.29K - $1.49K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-34Closed |
$1.83K - $2.11K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-13.6KClosed |
$731K - $841K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-155KClosed |
$8.35M - $9.6M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.43KClosed |
$239K - $275K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-334Closed |
$18K - $20.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-39.5KClosed |
$2.13M - $2.45M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-673Closed |
$36.3K - $41.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-15.9KClosed |
$856K - $984K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4.84KClosed |
$261K - $300K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.82KClosed |
$152K - $175K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-300Closed |
$16.2K - $18.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-33Closed |
$1.78K - $2.04K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
508New |
$27.4K - $31.5K
|
508
$37.3K
|
|
May 11, 2021
Q1 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-2.92MClosed |
$158M - $181M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-4.23KClosed |
$228K - $262K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-8.83KClosed |
$476K - $547K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
738New |
$39.8K - $45.7K
|
738
$54.2K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-92Closed |
$4.96K - $5.7K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-445- 78.76% |
$24K - $27.6K
|
120
$8.82K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-120- 50.0% |
$6.47K - $7.43K
|
120
$8.82K
|
|
May 03, 2021
Q1 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-29.4KClosed |
$1.58M - $1.82M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-10Closed |
$539 - $619
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-58- 3.73% |
$3.13K - $3.59K
|
1.5K
$110K
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-386Closed |
$20.8K - $23.9K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-56Closed |
$3.02K - $3.47K
|
0
$0
|