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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-45.3K- 20.79% |
$1.17M - $1.41M
|
173K
$6.56M
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 16.85% |
$35.1K - $42.2K
|
6.7K
$255K
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-122- 0.14% |
$3.16K - $3.8K
|
89.4K
$3.4M
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.67KNew |
$173K - $208K
|
6.67K
$254K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.88KNew |
$204K - $245K
|
7.88K
$300K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-614- 39.87% |
$15.9K - $19.1K
|
926
$35.2K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
63.4KNew |
$1.64M - $1.97M
|
63.4K
$2.41M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
6+ 0.08% |
$155 - $187
|
7.24K
$276K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-625- 5.0% |
$16.2K - $19.4K
|
11.9K
$452K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
85+ 36.96% |
$2.2K - $2.64K
|
315
$12K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.72KNew |
$174K - $209K
|
6.72K
$256K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.03KNew |
$26.6K - $31.9K
|
1.03K
$39.1K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.13KNew |
$29.3K - $35.2K
|
1.13K
$43.1K
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
418New |
$10.8K - $13K
|
418
$15.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
151New |
$3.91K - $4.7K
|
151
$5.75K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
28+ 0.12% |
$725 - $871
|
22.5K
$858K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90New |
$2.33K - $2.8K
|
90
$3.42K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2KNew |
$51.8K - $62.2K
|
2K
$76.1K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
37New |
$958 - $1.15K
|
37
$1.41K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-8.51K- 27.54% |
$220K - $265K
|
22.4K
$852K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$28.3K - $34K
|
1.09K
$41.6K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-19- 0.63% |
$492 - $591
|
2.99K
$114K
|
|
Q3 2022 | |||||||
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-65Closed |
$1.83K - $2.15K
|
0
$0
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-45- 28.66% |
$1.27K - $1.49K
|
112
$4.26K
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.6K- 81.02% |
$73.3K - $86.1K
|
609
$23.2K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
86New |
$2.42K - $2.85K
|
86
$3.27K
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
3.25KNew |
$91.6K - $108K
|
3.25K
$124K
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-1.94K- 7.11% |
$54.6K - $64.1K
|
25.3K
$963K
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-120K- 28.89% |
$3.38M - $3.98M
|
296K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-107- 0.64% |
$3.02K - $3.54K
|
16.5K
$629K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-4.08KClosed |
$115K - $135K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-38.7K- 68.74% |
$1.09M - $1.28M
|
17.6K
$669K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
62New |
$1.75K - $2.05K
|
62
$2.36K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 57.61% |
$58.2K - $68.3K
|
1.52K
$57.8K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.72KNew |
$246K - $289K
|
8.72K
$332K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-16.2K- 34.03% |
$457K - $536K
|
31.4K
$1.2M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.2KNew |
$626K - $735K
|
22.2K
$845K
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$451 - $530
|
16
$609
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
21.8KNew |
$613K - $720K
|
21.8K
$828K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
347New |
$9.78K - $11.5K
|
347
$13.2K
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
551+ 74.56% |
$15.5K - $18.2K
|
1.29K
$49.1K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.82KNew |
$79.4K - $93.3K
|
2.82K
$107K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
607New |
$17.1K - $20.1K
|
607
$23.1K
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
350+ 1.44% |
$9.86K - $11.6K
|
24.7K
$939K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
9.92KNew |
$280K - $328K
|
9.92K
$377K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
85+ 23.29% |
$2.4K - $2.81K
|
450
$17.1K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2.3KNew |
$64.8K - $76.1K
|
2.3K
$87.5K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
180+ 59.8% |
$5.07K - $5.96K
|
481
$18.3K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.11KNew |
$116K - $136K
|
4.11K
$156K
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.24K+ 14.28% |
$35.1K - $41.2K
|
9.95K
$379K
|