Latest Institutional Purchases of Cms Energy Corp (CMS)
This list provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$739K - $837K
|
12.8K
$885K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.48KNew |
$201K - $227K
|
3.48K
$241K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$185K - $209K
|
3.2K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.06K+ 95.83% |
$177K - $200K
|
6.24K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.32K+ 26.4% |
$76.2K - $86.2K
|
6.31K
$437K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
863New |
$49.9K - $56.4K
|
863
$59.7K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
850+ 26.56% |
$49.1K - $55.6K
|
4.05K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
664+ 16.53% |
$38.4K - $43.4K
|
4.68K
$324K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
394+ 1515.38% |
$22.8K - $25.8K
|
420
$29.1K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
256+ 7.96% |
$14.8K - $16.7K
|
3.47K
$240K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
157+ 182.56% |
$9.07K - $10.3K
|
243
$16.8K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
154+ 83.7% |
$8.9K - $10.1K
|
338
$23.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
79New |
$4.56K - $5.17K
|
79
$5.47K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
77New |
$4.45K - $5.04K
|
77
$5.33K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
45+ 81.82% |
$2.6K - $2.94K
|
100
$6.92K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
43+ 0.84% |
$2.48K - $2.81K
|
5.15K
$356K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18New |
$1.04K - $1.18K
|
18
$1.25K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$751 - $850
|
13
$899
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 28.0% |
$404 - $458
|
32
$2.21K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
697K+ 115.24% |
$37.6M - $44.8M
|
1.3M
$90M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
26.9KNew |
$1.45M - $1.73M
|
26.9K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
18.2K+ 68.69% |
$982K - $1.17M
|
44.7K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
13.9K+ 3.15% |
$751K - $895K
|
456K
$31.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.77KNew |
$419K - $499K
|
7.77K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.77KNew |
$419K - $499K
|
7.77K
$537K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.44KNew |
$348K - $414K
|
6.44K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.91KNew |
$265K - $316K
|
4.91K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.22KNew |
$228K - $272K
|
4.22K
$292K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.03KNew |
$217K - $259K
|
4.03K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.95K+ 32.34% |
$213K - $254K
|
16.2K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.39KNew |
$183K - $218K
|
3.39K
$234K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.27KNew |
$176K - $210K
|
3.27K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.21KNew |
$173K - $206K
|
3.21K
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$72K - $85.8K
|
1.33K
$92.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.31K+ 1.77% |
$70.5K - $84.1K
|
75.3K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
496+ 0.06% |
$26.8K - $31.9K
|
844K
$58.4M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
319New |
$17.2K - $20.5K
|
319
$22.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
300New |
$16.2K - $19.3K
|
300
$20.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
294New |
$15.9K - $18.9K
|
294
$20.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
194+ 3.79% |
$10.5K - $12.5K
|
5.31K
$368K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
183+ 23.11% |
$9.88K - $11.8K
|
975
$67.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
105New |
$5.67K - $6.75K
|
105
$7.26K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
88New |
$4.75K - $5.66K
|
88
$6.09K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
75New |
$4.05K - $4.82K
|
75
$5.19K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
62New |
$3.35K - $3.99K
|
62
$4.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48New |
$2.59K - $3.09K
|
48
$3.32K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42New |
$2.27K - $2.7K
|
42
$2.91K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
39New |
$2.1K - $2.51K
|
39
$2.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
38New |
$2.05K - $2.44K
|
38
$2.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
21+ 60.0% |
$1.13K - $1.35K
|
56
$3.87K
|
|