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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250New |
$14.2K - $15.8K
|
250
$18.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
168New |
$9.56K - $10.6K
|
168
$12.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
139+ 34.75% |
$7.91K - $8.79K
|
539
$39.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
134+ 0.55% |
$7.62K - $8.47K
|
24.4K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
100New |
$5.69K - $6.32K
|
100
$7.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
91New |
$5.18K - $5.75K
|
91
$6.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
65New |
$3.7K - $4.11K
|
65
$4.81K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
57+ 24.89% |
$3.24K - $3.6K
|
286
$21.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$1.42K - $1.58K
|
25
$1.85K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23New |
$1.31K - $1.45K
|
23
$1.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
22New |
$1.25K - $1.39K
|
22
$1.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16New |
$910 - $1.01K
|
16
$1.18K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13New |
$740 - $822
|
13
$961
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12New |
$683 - $759
|
12
$887
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$569 - $632
|
10
$739
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$284 - $316
|
10
$739
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
127KNew |
$7.07M - $7.69M
|
127K
$9.4M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
108K+ 1854.36% |
$6.03M - $6.55M
|
114K
$8.44M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
98.2KNew |
$5.46M - $5.94M
|
98.2K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
46.9KNew |
$2.61M - $2.84M
|
46.9K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
45.2K+ 115.02% |
$2.52M - $2.74M
|
84.6K
$6.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
43.8KNew |
$2.44M - $2.65M
|
43.8K
$3.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15KNew |
$834K - $907K
|
15K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
10.1K+ 12.26% |
$562K - $611K
|
92.6K
$6.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.96K+ 114.48% |
$554K - $602K
|
18.7K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5KNew |
$278K - $302K
|
5K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.15KNew |
$231K - $251K
|
4.15K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.52KNew |
$195K - $213K
|
3.52K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.4KNew |
$189K - $206K
|
3.4K
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$186K - $203K
|
3.35K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.48KNew |
$82.4K - $89.6K
|
1.48K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.3K+ 2.81% |
$72.3K - $78.6K
|
47.6K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
472+ 0.62% |
$26.2K - $28.5K
|
77K
$5.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
446+ 8.09% |
$24.8K - $27K
|
5.96K
$441K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
300New |
$16.7K - $18.1K
|
300
$22.2K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
270+ 3.21% |
$15K - $16.3K
|
8.68K
$642K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
222New |
$12.3K - $13.4K
|
222
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
187New |
$10.4K - $11.3K
|
187
$13.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
78New |
$4.34K - $4.72K
|
78
$5.77K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35New |
$1.95K - $2.12K
|
35
$2.59K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
31New |
$1.72K - $1.87K
|
31
$2.29K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20New |
$1.11K - $1.21K
|
20
$1.48K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$1.11K - $1.21K
|
20
$1.48K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
19New |
$1.06K - $1.15K
|
19
$1.4K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$556 - $605
|
10
$739
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$556 - $605
|
10
$739
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$445 - $484
|
8
$592
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7New |
$389 - $423
|
7
$518
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 4.13% |
$278 - $302
|
126
$9.32K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$111 - $121
|
6
$444
|
|