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, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
9+ 0.25% |
$528 - $636
|
3.63K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
25.2K+ 1.4% |
$1.48M - $1.78M
|
1.82M
$120M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-181K- 63.2% |
$10.6M - $12.8M
|
105K
$6.94M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
249New |
$14.6K - $17.6K
|
249
$16.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
155KNew |
$9.08M - $10.9M
|
155K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-90.1K- 3.18% |
$5.29M - $6.36M
|
2.75M
$181M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
716K+ 404.82% |
$42M - $50.6M
|
893K
$58.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.2K- 23.44% |
$305K - $368K
|
17K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$411 - $494
|
7
$461
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.53K+ 67.32% |
$500K - $602K
|
21.2K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.41KNew |
$200K - $241K
|
3.41K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.31KNew |
$312K - $375K
|
5.31K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
631+ 3.85% |
$37K - $44.6K
|
17K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
498+ 5.85% |
$29.2K - $35.2K
|
9.01K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
75+ 8.43% |
$4.4K - $5.3K
|
965
$63.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
105K+ 1.42% |
$6.17M - $7.42M
|
7.51M
$494M
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
155KNew |
$9.08M - $10.9M
|
155K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 19.23% |
$294 - $353
|
31
$2.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-320K- 10.38% |
$18.8M - $22.6M
|
2.76M
$182M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
20.9KNew |
$1.23M - $1.48M
|
20.9K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.32K- 12.75% |
$77.2K - $92.9K
|
9K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-7.76K- 87.92% |
$455K - $548K
|
1.07K
$70.2K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.34M- 82.7% |
$78.7M - $94.7M
|
281K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.37% |
$1.76K - $2.12K
|
8.11K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 1.23% |
$3.23K - $3.88K
|
4.52K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-426- 0.01% |
$25K - $30.1K
|
4.55M
$299M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.31KNew |
$547K - $658K
|
9.31K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.96K+ 35.49% |
$408K - $491K
|
26.6K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$72.3K - $86.9K
|
1.23K
$81K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
45.7K+ 539.25% |
$2.68M - $3.23M
|
54.2K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.05K+ 8.37% |
$355K - $427K
|
78.3K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.53K+ 4.3% |
$207K - $249K
|
85.6K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
51.3K+ 10.19% |
$3.01M - $3.62M
|
555K
$36.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
52New |
$3.05K - $3.67K
|
52
$3.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48+ 2.46% |
$2.82K - $3.39K
|
2K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.11K+ 21.28% |
$476K - $573K
|
46.2K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 0.49% |
$235 - $282
|
815
$53.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
257+ 72.39% |
$15.1K - $18.1K
|
612
$40.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-28.7K- 94.88% |
$1.69M - $2.03M
|
1.55K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
54.7K+ 9.28% |
$3.21M - $3.86M
|
644K
$42.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
68+ 1.59% |
$3.99K - $4.8K
|
4.35K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
53.6K+ 2.48% |
$3.15M - $3.79M
|
2.21M
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-20.9K- 11.52% |
$1.23M - $1.48M
|
161K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 33.33% |
$352 - $424
|
24
$1.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.23K- 2.02% |
$72.3K - $87K
|
59.6K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.27K+ 9.16% |
$251K - $302K
|
50.9K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.98K+ 83.24% |
$175K - $210K
|
6.55K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
893+ 20.85% |
$52.4K - $63.1K
|
5.18K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 0.68% |
$5.87K - $7.06K
|
14.6K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
475New |
$27.9K - $33.5K
|
475
$31.3K
|