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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
13New |
$702 - $836
|
13
$899
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12New |
$648 - $772
|
12
$830
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$594 - $707
|
11
$761
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8New |
$432 - $514
|
8
$553
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$324 - $386
|
6.93K
$480K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
39.5K+ 19.43% |
$957K - $2.77M
|
243K
$16.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.3K+ 102.24% |
$467K - $1.35M
|
38.1K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
19KNew |
$460K - $1.33M
|
19K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
15.4K+ 33.79% |
$373K - $1.08M
|
61K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
12.2KNew |
$296K - $857K
|
12.2K
$845K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.41K+ 6.96% |
$204K - $591K
|
129K
$8.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
4.47KNew |
$108K - $314K
|
4.47K
$309K
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.3KNew |
$104K - $302K
|
4.3K
$297K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.4KNew |
$58.2K - $169K
|
2.4K
$166K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.2KNew |
$29.1K - $84.3K
|
1.2K
$83K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 35.66% |
$28.6K - $83K
|
4.5K
$311K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
800+ 26.74% |
$19.4K - $56.2K
|
3.79K
$262K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
721+ 3.04% |
$17.5K - $50.6K
|
24.4K
$1.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
500New |
$12.1K - $35.1K
|
500
$34.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
462New |
$11.2K - $32.4K
|
462
$32K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
301+ 6.87% |
$7.29K - $21.1K
|
4.69K
$324K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
222New |
$5.38K - $15.6K
|
222
$15.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
175+ 5.44% |
$4.24K - $12.3K
|
3.39K
$235K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
173New |
$4.19K - $12.1K
|
173
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
114New |
$2.76K - $8.01K
|
114
$7.89K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
62New |
$1.5K - $4.35K
|
62
$4.29K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.94K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
57New |
$1.38K - $4K
|
57
$3.94K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.33% |
$533 - $1.55K
|
6.61K
$458K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 15.63% |
$363 - $1.05K
|
111
$7.68K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$24.2 - $70.2
|
1
$69.2
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Premier Fund Managers LTD
|
BUY
|
- |
118K+ 257.17% |
$7.24M - $8.7M
|
164K
$11.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
38.9KNew |
$2.38M - $2.86M
|
38.9K
$2.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
15K+ 16.61% |
$917K - $1.1M
|
105K
$7.28M
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
5KNew |
$306K - $368K
|
5K
$346K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.03KNew |
$246K - $296K
|
4.03K
$279K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.41KNew |
$208K - $251K
|
3.41K
$236K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.27KNew |
$200K - $240K
|
3.27K
$226K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.2KNew |
$196K - $236K
|
3.2K
$222K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
3.03KNew |
$185K - $223K
|
3.03K
$210K
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2.34KNew |
$143K - $172K
|
2.34K
$162K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.46K+ 11.56% |
$89K - $107K
|
14K
$972K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.37K+ 19.71% |
$83.8K - $101K
|
8.32K
$576K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04KNew |
$63.4K - $76.3K
|
1.04K
$71.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
952New |
$58.2K - $70K
|
952
$65.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
500New |
$30.6K - $36.8K
|
500
$34.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
310+ 1068.97% |
$19K - $22.8K
|
339
$23.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
192+ 6.3% |
$11.7K - $14.1K
|
3.24K
$224K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
83+ 1.65% |
$5.08K - $6.11K
|
5.11K
$354K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36New |
$2.2K - $2.65K
|
36
$2.49K
|
|