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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
759+ 10.14% |
$49.9K - $54.6K
|
8.24K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
756+ 3150.0% |
$49.7K - $54.4K
|
780
$57.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
748+ 1.41% |
$49.2K - $53.8K
|
53.8K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
745+ 0.55% |
$49K - $53.6K
|
136K
$10M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
738+ 6.88% |
$48.5K - $53.1K
|
11.5K
$846K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
734+ 15.86% |
$48.3K - $52.8K
|
5.36K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
696+ 2900.0% |
$45.8K - $50.1K
|
720
$53.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
681+ 18.21% |
$44.8K - $49K
|
4.42K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
659+ 19.1% |
$43.3K - $47.4K
|
4.11K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
607+ 9.13% |
$39.9K - $43.7K
|
7.25K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
593+ 8.97% |
$39K - $42.7K
|
7.21K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
575+ 6.5% |
$37.8K - $41.4K
|
9.42K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
556+ 13.52% |
$36.6K - $40K
|
4.67K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
535+ 5.68% |
$35.2K - $38.5K
|
9.96K
$734K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
534+ 10.62% |
$35.1K - $38.4K
|
5.56K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
528New |
$34.7K - $38K
|
528
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
516+ 11.04% |
$33.9K - $37.1K
|
5.19K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
516+ 3.79% |
$33.9K - $37.1K
|
14.1K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
490+ 33.42% |
$32.2K - $35.3K
|
1.96K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
483+ 3.2% |
$31.8K - $34.7K
|
15.6K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
470+ 1.15% |
$30.9K - $33.8K
|
41.4K
$3.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464+ 5.56% |
$30.5K - $33.4K
|
8.81K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
454+ 2.71% |
$29.9K - $32.7K
|
17.2K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
430New |
$28.3K - $30.9K
|
430
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
418+ 3.89% |
$27.5K - $30.1K
|
11.2K
$822K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.65% |
$26.3K - $28.8K
|
61.6K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
395+ 12.84% |
$26K - $28.4K
|
3.47K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
393+ 3.92% |
$25.8K - $28.3K
|
10.4K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
392+ 0.51% |
$25.8K - $28.2K
|
76.6K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
385+ 4.27% |
$25.3K - $27.7K
|
9.4K
$693K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
379+ 7.49% |
$24.9K - $27.3K
|
5.44K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
376+ 46.13% |
$24.7K - $27K
|
1.19K
$87.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
372+ 45.2% |
$24.5K - $26.8K
|
1.2K
$88.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
365+ 8.19% |
$24K - $26.3K
|
4.82K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
364+ 51.93% |
$23.9K - $26.2K
|
1.07K
$78.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
357+ 0.52% |
$23.5K - $25.7K
|
69.3K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
353New |
$23.2K - $25.4K
|
353
$26K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
346+ 1.95% |
$22.8K - $24.9K
|
18.1K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
345+ 2.86% |
$22.7K - $24.8K
|
12.4K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
320New |
$21K - $23K
|
320
$23.6K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
310+ 6.86% |
$20.4K - $22.3K
|
4.83K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
306+ 2.69% |
$20.1K - $22K
|
11.7K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
302+ 0.76% |
$19.9K - $21.7K
|
40K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
299+ 36.51% |
$19.7K - $21.5K
|
1.12K
$82.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
299+ 30.45% |
$19.7K - $21.5K
|
1.28K
$94.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
297+ 10.51% |
$19.5K - $21.4K
|
3.12K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
294+ 44.28% |
$19.3K - $21.2K
|
958
$70.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
287+ 0.04% |
$18.9K - $20.6K
|
697K
$51.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
283+ 9.7% |
$18.6K - $20.4K
|
3.2K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
269+ 6.89% |
$17.7K - $19.4K
|
4.17K
$308K
|