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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 50.0% |
$111 - $121
|
6
$444
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$55.6 - $60.5
|
1
$73.9
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
786K+ 46761.79% |
$39.7M - $47.1M
|
787K
$58.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
37.9KNew |
$1.92M - $2.27M
|
37.9K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
29.7KNew |
$1.5M - $1.78M
|
29.7K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.97KNew |
$302K - $357K
|
5.97K
$441K
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.17KNew |
$211K - $250K
|
4.17K
$308K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.56KNew |
$180K - $213K
|
3.56K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3.52KNew |
$178K - $211K
|
3.52K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
2.63K+ 754.89% |
$133K - $157K
|
2.98K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.5KNew |
$75.9K - $89.9K
|
1.5K
$111K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.2K+ 200.0% |
$60.7K - $71.9K
|
1.8K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
916+ 7.4% |
$46.3K - $54.9K
|
13.3K
$983K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
777+ 12.63% |
$39.3K - $46.6K
|
6.93K
$512K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
505New |
$25.5K - $30.3K
|
505
$37.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$20.2K - $24K
|
400
$29.6K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
261New |
$13.2K - $15.6K
|
261
$19.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$10.1K - $12K
|
200
$14.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
92New |
$4.65K - $5.51K
|
92
$6.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
78New |
$3.94K - $4.67K
|
78
$5.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
73New |
$3.69K - $4.37K
|
73
$5.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
42New |
$2.12K - $2.52K
|
42
$3.11K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
38New |
$1.92K - $2.28K
|
38
$2.81K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 12.62% |
$1.31K - $1.56K
|
232
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
18New |
$910 - $1.08K
|
18
$1.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11New |
$556 - $659
|
11
$813
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 18.87% |
$506 - $599
|
63
$4.66K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
182KNew |
$9.59M - $11.5M
|
182K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
20.8KNew |
$1.1M - $1.32M
|
20.8K
$1.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
14.3KNew |
$754K - $907K
|
14.3K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
8.82K+ 3.16% |
$465K - $559K
|
288K
$21.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
7.95K+ 29.38% |
$419K - $504K
|
35K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.79K+ 0.69% |
$358K - $431K
|
996K
$73.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.47KNew |
$341K - $410K
|
6.47K
$478K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
6K+ 33.33% |
$316K - $381K
|
24K
$1.77M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.09KNew |
$215K - $259K
|
4.09K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.28KNew |
$67.4K - $81.1K
|
1.28K
$94.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.02KNew |
$53.5K - $64.4K
|
1.02K
$75.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
670New |
$35.3K - $42.5K
|
670
$49.5K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
534+ 1213.64% |
$28.1K - $33.9K
|
578
$42.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
516New |
$27.2K - $32.7K
|
516
$38.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
372+ 9.8% |
$19.6K - $23.6K
|
4.17K
$308K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
196New |
$10.3K - $12.4K
|
196
$14.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
151New |
$7.96K - $9.58K
|
151
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
91+ 0.67% |
$4.8K - $5.77K
|
13.7K
$1.01M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
62New |
$3.27K - $3.93K
|
62
$4.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
50New |
$2.64K - $3.17K
|
50
$3.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
44New |
$2.32K - $2.79K
|
44
$3.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33+ 11.0% |
$1.74K - $2.09K
|
333
$24.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$1.69K - $2.03K
|
32
$2.37K
|
|