Latest Institutional Transactions on Centerpoint Energy Inc (CNP)
This table provides information on the latest institutional transactions involving Centerpoint Energy Inc (CNP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
173KNew |
$4.89M - $5.35M
|
173K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 7.53% |
$2.25K - $2.47K
|
983
$37.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.28K+ 15.17% |
$36.2K - $39.6K
|
9.74K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.1K+ 5.79% |
$116K - $126K
|
75K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-340- 3.67% |
$9.58K - $10.5K
|
8.92K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.34K+ 30.35% |
$65.8K - $72K
|
10K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
276K+ 2.83% |
$7.77M - $8.5M
|
10M
$381M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-800- 28.57% |
$22.5K - $24.7K
|
2K
$76.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
48.3K+ 109.96% |
$1.36M - $1.49M
|
92.2K
$3.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$141 - $154
|
5
$190
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.19K- 15.34% |
$61.7K - $67.5K
|
12.1K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
121New |
$3.41K - $3.73K
|
121
$4.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
50+ 0.69% |
$1.41K - $1.54K
|
7.26K
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
19New |
$535 - $586
|
19
$723
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6New |
$169 - $185
|
6
$228
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.94K- 15.98% |
$54.6K - $59.7K
|
10.2K
$387K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-4.24K- 28.11% |
$120K - $131K
|
10.9K
$413K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
211+ 141.61% |
$5.95K - $6.51K
|
360
$13.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 33.33% |
$282 - $308
|
20
$761
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.53KNew |
$71.3K - $78K
|
2.53K
$96.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.2KNew |
$428K - $468K
|
15.2K
$578K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.53K- 26.97% |
$71.4K - $78.1K
|
6.86K
$261K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-604K- 99.9% |
$17M - $18.6M
|
575
$21.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-300- 50.0% |
$8.45K - $9.25K
|
300
$11.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
184New |
$5.19K - $5.67K
|
184
$7K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.44% |
$28.2 - $30.8
|
42
$1.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1- 2.5% |
$28.2 - $30.8
|
39
$1.48K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-390- 12.96% |
$11K - $12K
|
2.62K
$99.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40New |
$1.13K - $1.23K
|
40
$1.52K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
250New |
$7.05K - $7.71K
|
250
$9.51K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
89+ 0.66% |
$2.51K - $2.74K
|
13.5K
$514K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
11.3KNew |
$318K - $348K
|
11.3K
$429K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
302New |
$8.51K - $9.31K
|
302
$11.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-65.5K- 63.01% |
$1.85M - $2.02M
|
38.5K
$1.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
721New |
$20.3K - $22.2K
|
721
$27.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 7.94% |
$141 - $154
|
58
$2.21K
|
|
| Q1 2023 | |||||||
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-600- 40.0% |
$16.4K - $18.8K
|
900
$34.2K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.1KClosed |
$194K - $222K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-164K- 92.74% |
$4.47M - $5.13M
|
12.8K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.99KNew |
$191K - $219K
|
6.99K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37- 0.8% |
$1.01K - $1.16K
|
4.58K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-421K- 35.74% |
$11.5M - $13.2M
|
758K
$28.8M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 116.4% |
$380K - $436K
|
25.9K
$985K
|
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
628KNew |
$17.2M - $19.7M
|
628K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
31.4K+ 169.73% |
$858K - $983K
|
49.9K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-200- 0.28% |
$5.46K - $6.26K
|
72.4K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-811- 4.86% |
$22.2K - $25.4K
|
15.9K
$605K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.05% |
$109 - $125
|
7.77K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-13.6K- 33.37% |
$371K - $425K
|
27.1K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
91KNew |
$2.48M - $2.85M
|
91K
$3.46M
|
|