Latest Institutional Transactions on Brookfield Renewable Partners L.P. (BEP)
This table provides information on the latest institutional transactions involving Brookfield Renewable Partners L.P. (BEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2021
Q1 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-4.84KClosed |
$186K - $239K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7Closed |
$269 - $346
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-119Closed |
$4.57K - $5.87K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25New |
$961 - $1.23K
|
25
$577
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.07KClosed |
$41.2K - $52.9K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$1.12M - $1.44M
|
29.3K
$675K
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-315Closed |
$12.1K - $15.5K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$19.2K - $24.7K
|
500
$11.5K
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.5KClosed |
$57.6K - $74K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
BUY
|
CALL |
2.3KNew |
$88.4K - $114K
|
2.3K
$53.1K
|
|
|
Apr 22, 2021
Q1 2021
|
Baskin Financial Services Inc.
|
SELL
|
- |
-20- 0.32% |
$769 - $987
|
6.29K
$145K
|
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-4.8KClosed |
$184K - $237K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 31, 2023
Q4 2020
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
14.5KNew |
$495K - $624K
|
14.5K
$334K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.65KClosed |
$193K - $244K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.7KClosed |
$263K - $332K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
349K+ 39.3% |
$11.9M - $15M
|
1.24M
$28.5M
|
|
|
Feb 16, 2021
Q4 2020
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.21KClosed |
$281K - $354K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.4KClosed |
$219K - $276K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mirova
Paris, I0 |
SELL
|
- |
-2.5KClosed |
$85.5K - $108K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.5K+ 50.0% |
$85.5K - $108K
|
7.5K
$173K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.45KClosed |
$49.5K - $62.4K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10Closed |
$342 - $432
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 50.0% |
$684 - $863
|
60
$1.39K
|
|
|
Feb 11, 2021
Q4 2020
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-33.7KClosed |
$1.15M - $1.46M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-41.2KClosed |
$1.41M - $1.78M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 50.0% |
$3.42K - $4.32K
|
300
$6.93K
|
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-56.1KClosed |
$1.92M - $2.42M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-345KClosed |
$11.8M - $14.9M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-11Closed |
$376 - $475
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-628Closed |
$21.5K - $27.1K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Jennison Associates LLC
|
SELL
|
- |
-167KClosed |
$5.71M - $7.21M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-50Closed |
$1.71K - $2.16K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-73Closed |
$2.5K - $3.15K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.15KClosed |
$142K - $179K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
500+ 50.0% |
$17.1K - $21.6K
|
1.5K
$34.6K
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 50.0% |
$3.42K - $4.32K
|
300
$6.93K
|
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9+ 47.37% |
$308 - $388
|
28
$647
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200+ 50.0% |
$6.84K - $8.63K
|
600
$13.9K
|
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
50+ 50.0% |
$1.71K - $2.16K
|
150
$3.46K
|
|
|
Jan 13, 2021
Q4 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.6KClosed |
$157K - $199K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.95K+ 50.0% |
$66.7K - $84.2K
|
5.86K
$135K
|
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25New |
$855 - $1.08K
|
25
$577
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-173Closed |
$4.44K - $6.06K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-20.1KClosed |
$514K - $702K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.5KClosed |
$38.5K - $52.5K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Sepio Capital, LP
|
SELL
|
- |
-4.6KClosed |
$118K - $161K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-245Closed |
$6.29K - $8.58K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Coastline Trust CO
|
SELL
|
- |
-52.2KClosed |
$1.34M - $1.83M
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
SELL
|
- |
-200Closed |
$5.13K - $7.01K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-25KClosed |
$532K - $682K
|
0
$0
|
|