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
Apr 29, 2020 Q1 2020
Regions Financial Corp

SELL
 -
-3.4K
Closed
$165K - $234K
0 $0
Apr 27, 2020 Q1 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-128
Closed
$6.21K - $8.81K
0 $0
Apr 24, 2020 Q1 2020
Tfg Advisers LLC

SELL
 -
-634
Closed
$30.8K - $43.7K
0 $0
Apr 24, 2020 Q1 2020
Zeke Capital Advisors, LLC

Berwyn, PA
SELL
 -
-12.7K
Closed
$617K - $876K
0 $0
Apr 23, 2020 Q1 2020
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

SELL
 -
-4.43K
Closed
$215K - $305K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-262
Closed
$12.7K - $18K
0 $0
Apr 23, 2020 Q1 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-23
Closed
$1.12K - $1.58K
0 $0
Apr 20, 2020 Q1 2020
Horizon Bancorp Inc /In/

Michigan City, IN
SELL
 -
-1K
Closed
$48.5K - $68.9K
0 $0
Apr 17, 2020 Q1 2020
Country Trust Bank

BUY
 -
100
New
$4.85K - $6.89K
100 $6.87K
Apr 16, 2020 Q1 2020
Trust CO Of Toledo Na

Holland, OH
SELL
 -
-3.22K
Closed
$156K - $222K
0 $0
Apr 09, 2020 Q1 2020
Simon Quick Advisors, LLC

SELL
 -
-43
Closed
$2.09K - $2.96K
0 $0
Q4 2019
Dec 21, 2023 Q4 2019
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
442
+ 401.82%
$26.3K - $28.7K
552 $37.9K
Feb 14, 2020 Q4 2019
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-17.8K
Closed
$1.06M - $1.16M
0 $0
Feb 14, 2020 Q4 2019
Avalon Investment & Advisory

Houston, TX
SELL
 -
-3.31K
Closed
$197K - $215K
0 $0
Feb 14, 2020 Q4 2019
Zacks Investment Management

Chicago, IL
SELL
 -
-423K
Closed
$25.2M - $27.5M
0 $0
Feb 13, 2020 Q4 2019
Scholtz & Company, LLC

Stamford, CT
SELL
 -
-32.6K
Closed
$1.94M - $2.12M
0 $0
Feb 13, 2020 Q4 2019
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
755
New
$45K - $49K
755 $51.9K
Feb 04, 2020 Q4 2019
Capital Investment Advisory Services, LLC

SELL
 -
-1K
Closed
$59.6K - $64.9K
0 $0
Feb 03, 2020 Q4 2019
Calton & Associates, Inc.

SELL
 -
-3.71K
Closed
$221K - $241K
0 $0
Jan 30, 2020 Q4 2019
Litman Gregory Wealth Management LLC

SELL
 -
-39
Closed
$2.32K - $2.53K
0 $0
Jan 29, 2020 Q4 2019
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-19
Closed
$1.13K - $1.23K
0 $0
Jan 28, 2020 Q4 2019
Bay Colony Advisory Group, Inc D

BUY
 -
7.02K
New
$418K - $456K
7.02K $483K
Jan 27, 2020 Q4 2019
Donoghue Forlines LLC

SELL
 -
-39.7K
Closed
$2.37M - $2.58M
0 $0
Jan 27, 2020 Q4 2019
Cnb Bank

Clearfield, PA
BUY
 -
413
New
$24.6K - $26.8K
413 $28.4K
Jan 16, 2020 Q4 2019
Price Capital Management, Inc.

Lafayette, LA
SELL
 -
-19.1K
Closed
$1.14M - $1.24M
0 $0
Jan 10, 2020 Q4 2019
Manning & Napier Group, LLC

SELL
 -
-28.3K
Closed
$1.68M - $1.84M
0 $0
Jan 07, 2020 Q4 2019
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-3.18K
Closed
$189K - $206K
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Avestar Capital, LLC

SELL
 -
-141
Closed
$8.13K - $9.17K
0 $0
Nov 14, 2019 Q3 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-12
Closed
$692 - $780
0 $0
Nov 14, 2019 Q3 2019
Voleon Capital Management LP

Berkeley, CA
SELL
 -
-94K
Closed
$5.42M - $6.11M
0 $0
Nov 13, 2019 Q3 2019
Destination Wealth Management

SELL
 -
-500
Closed
$28.8K - $32.5K
0 $0
Nov 12, 2019 Q3 2019
Next Capital Management LLC

SELL
 -
-322
Closed
$18.6K - $20.9K
0 $0
Nov 12, 2019 Q3 2019
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-190
Closed
$11K - $12.4K
0 $0
Nov 12, 2019 Q3 2019
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-2.66K
Closed
$153K - $173K
0 $0
Nov 05, 2019 Q3 2019
Gilbert & Cook, Inc.

SELL
 -
-3.51K
Closed
$203K - $229K
0 $0
Nov 01, 2019 Q3 2019
Jnba Financial Advisors

SELL
 -
-150
- 33.33%
$8.65K - $9.76K
300 $20.6K
Oct 28, 2019 Q3 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-165
Closed
$9.51K - $10.7K
0 $0
Oct 23, 2019 Q3 2019
Archford Capital Strategies, LLC

SELL
 -
-539
Closed
$31.1K - $35.1K
0 $0
Oct 23, 2019 Q3 2019
Le Jeune Puetz Investment Counsel LLC

SELL
 -
-1.83K
Closed
$106K - $119K
0 $0
Oct 15, 2019 Q3 2019
Hms Capital Management, LLC

SELL
 -
-340
Closed
$19.6K - $22.1K
0 $0
Q2 2019
Jan 02, 2024 Q2 2019
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-600
Closed
$32.1K - $35.5K
0 $0
Sep 27, 2019 Q2 2019
Emerson Wealth, LLC

SELL
 -
-6.33K
Closed
$339K - $374K
0 $0
Aug 14, 2019 Q2 2019
Wolverine Asset Management LLC

SELL
 -
-2.73K
Closed
$146K - $162K
0 $0
Aug 14, 2019 Q2 2019
Advisory Research Inc

Chicago, IL
SELL
 -
-7.11K
Closed
$381K - $420K
0 $0
Aug 14, 2019 Q2 2019
Financial Architects, Inc

Marlton, NJ
SELL
 -
-1.74K
Closed
$93.2K - $103K
0 $0
Aug 14, 2019 Q2 2019
High Vista Strategies LLC

Boston, MA
SELL
 -
-3.6K
Closed
$193K - $213K
0 $0
Aug 14, 2019 Q2 2019
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-13.8K
Closed
$739K - $816K
0 $0
Aug 13, 2019 Q2 2019
Bremer Bank National Association

SELL
 -
-1.1K
Closed
$58.9K - $65.1K
0 $0
Aug 13, 2019 Q2 2019
Icon Wealth Partners, LLC

SELL
 -
-99
Closed
$5.3K - $5.86K
0 $0

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