Purchases and Sales Made in Q1 2022 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q1 2022. The information is specifically focused on institutions that hold shares of CENTERPOINT ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
337+ 3.23% |
$8.93K - $10.4K
|
10.8K
$349K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
330+ 92.7% |
$8.74K - $10.2K
|
686
$22.3K
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
328+ 4.12% |
$8.69K - $10.1K
|
8.3K
$269K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.76% |
$7.95K - $9.24K
|
39.7K
$1.29M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
300+ 10.37% |
$7.95K - $9.24K
|
3.19K
$104K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
290+ 1.92% |
$7.68K - $8.93K
|
15.4K
$501K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
287New |
$7.6K - $8.84K
|
287
$9.31K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
283New |
$7.5K - $8.72K
|
283
$9.18K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
254New |
$6.73K - $7.82K
|
254
$8.24K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
249+ 29.36% |
$6.6K - $7.67K
|
1.1K
$35.6K
|
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
230+ 0.94% |
$6.09K - $7.08K
|
24.7K
$801K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
212+ 2.75% |
$5.62K - $6.53K
|
7.91K
$257K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
200New |
$5.3K - $6.16K
|
200
$6.49K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
200New |
$5.3K - $6.16K
|
200
$6.49K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
176+ 2.29% |
$4.66K - $5.42K
|
7.86K
$255K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
168+ 19.93% |
$4.45K - $5.17K
|
1.01K
$32.8K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
164+ 160.78% |
$4.34K - $5.05K
|
266
$8.63K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
162+ 2.91% |
$4.29K - $4.99K
|
5.72K
$186K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
140+ 1.95% |
$3.71K - $4.31K
|
7.33K
$238K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
128+ 1.27% |
$3.39K - $3.94K
|
10.2K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
114+ 0.33% |
$3.02K - $3.51K
|
34.3K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
113New |
$2.99K - $3.48K
|
113
$3.67K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
113New |
$2.99K - $3.48K
|
113
$3.67K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
110+ 1.19% |
$2.91K - $3.39K
|
9.38K
$304K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107New |
$2.83K - $3.3K
|
107
$3.47K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
107New |
$2.83K - $3.3K
|
107
$3.47K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
100+ 0.46% |
$2.65K - $3.08K
|
21.9K
$710K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 6.6% |
$2.65K - $3.08K
|
1.62K
$52.4K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
77+ 0.59% |
$2.04K - $2.37K
|
13.1K
$425K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
66New |
$1.75K - $2.03K
|
66
$2.14K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
59+ 0.02% |
$1.56K - $1.82K
|
384K
$12.5M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50New |
$1.32K - $1.54K
|
50
$1.62K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
37+ 0.1% |
$980 - $1.14K
|
37.1K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
33+ 0.36% |
$874 - $1.02K
|
9.32K
$302K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
25+ 0.17% |
$662 - $770
|
15.2K
$492K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
24+ 0.61% |
$636 - $739
|
3.98K
$129K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 1.71% |
$636 - $739
|
1.43K
$46.4K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
23New |
$609 - $708
|
23
$746
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
$530 - $616
|
20
$649
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 7.77% |
$424 - $493
|
222
$7.2K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.09% |
$424 - $493
|
16.9K
$550K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16New |
$424 - $493
|
16
$519
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
15+ 30.61% |
$397 - $462
|
64
$2.08K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
14+ 16.47% |
$371 - $431
|
99
$3.21K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 3.39% |
$265 - $308
|
305
$9.89K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10New |
$265 - $308
|
10
$324
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 0.07% |
$238 - $277
|
13.4K
$433K
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8+ 0.03% |
$212 - $246
|
24.1K
$782K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
7+ 2.3% |
$185 - $216
|
312
$10.1K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.57% |
$79.5 - $92.4
|
527
$17.1K
|