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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$1.21K - $1.46K
|
23
$1.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.05K - $1.27K
|
20
$1.48K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$843 - $1.01K
|
16
$1.18K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 7.85% |
$791 - $951
|
206
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
3+ 2.7% |
$158 - $190
|
114
$8.43K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 5.88% |
$52.7 - $63.4
|
18
$1.33K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
25.6KNew |
$1.45M - $1.6M
|
25.6K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
22.1K+ 130.02% |
$1.26M - $1.39M
|
39.1K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.7KNew |
$607K - $668K
|
10.7K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$605K - $666K
|
10.6K
$786K
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
5.04KNew |
$287K - $316K
|
5.04K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4KNew |
$228K - $251K
|
4K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
3.76KNew |
$214K - $236K
|
3.76K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.66K+ 29.2% |
$94.5K - $104K
|
7.34K
$543K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.21KNew |
$68.6K - $75.5K
|
1.21K
$89.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.2KNew |
$68K - $74.8K
|
1.2K
$88.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
230New |
$13.1K - $14.4K
|
230
$17K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
177New |
$10.1K - $11.1K
|
177
$13.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
156+ 1.91% |
$8.88K - $9.77K
|
8.32K
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
156+ 19.55% |
$8.88K - $9.77K
|
954
$70.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
79New |
$4.5K - $4.95K
|
79
$5.84K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$1.31K - $1.44K
|
23
$1.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10New |
$569 - $626
|
10
$739
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 12.5% |
$114 - $125
|
18
$1.33K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.77MNew |
$276M - $312M
|
4.77M
$353M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
36.4KNew |
$2.11M - $2.38M
|
36.4K
$2.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
22KNew |
$1.27M - $1.44M
|
22K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$739K - $837K
|
12.8K
$946K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.48KNew |
$201K - $227K
|
3.48K
$257K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
3.2KNew |
$185K - $209K
|
3.2K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.32K+ 26.4% |
$76.2K - $86.2K
|
6.31K
$467K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
863New |
$49.9K - $56.4K
|
863
$63.8K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
850+ 26.56% |
$49.1K - $55.6K
|
4.05K
$299K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
394+ 1515.38% |
$22.8K - $25.8K
|
420
$31.1K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
256+ 7.96% |
$14.8K - $16.7K
|
3.47K
$257K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
157+ 182.56% |
$9.07K - $10.3K
|
243
$18K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
79New |
$4.56K - $5.17K
|
79
$5.84K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
77New |
$4.45K - $5.04K
|
77
$5.69K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
45+ 81.82% |
$2.6K - $2.94K
|
100
$7.39K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 28.0% |
$404 - $458
|
32
$2.37K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
697K+ 115.24% |
$37.6M - $44.8M
|
1.3M
$96.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
26.9KNew |
$1.45M - $1.73M
|
26.9K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
13.9K+ 3.15% |
$751K - $895K
|
456K
$33.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
7.77KNew |
$419K - $499K
|
7.77K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.91KNew |
$265K - $316K
|
4.91K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
4.22KNew |
$228K - $272K
|
4.22K
$312K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.27KNew |
$176K - $210K
|
3.27K
$242K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.21KNew |
$173K - $206K
|
3.21K
$237K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$72K - $85.8K
|
1.33K
$98.6K
|
|