Purchases and Sales Made in Q1 2023 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q1 2023. 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 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
189New |
$5.16K - $5.92K
|
189
$7.04K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
176+ 9.47% |
$4.81K - $5.51K
|
2.04K
$75.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
167+ 1.77% |
$4.56K - $5.23K
|
9.63K
$359K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
160+ 5.76% |
$4.37K - $5.01K
|
2.94K
$109K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
159+ 36.22% |
$4.34K - $4.98K
|
598
$22.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
156New |
$4.26K - $4.88K
|
156
$5.81K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
155+ 15.64% |
$4.23K - $4.85K
|
1.15K
$42.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
154+ 36.41% |
$4.21K - $4.82K
|
577
$21.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150+ 1.8% |
$4.1K - $4.7K
|
8.5K
$316K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
150+ 0.17% |
$4.1K - $4.7K
|
90.1K
$3.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
95+ 0.71% |
$2.6K - $2.97K
|
13.4K
$499K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
92+ 0.24% |
$2.51K - $2.88K
|
38.4K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
89+ 74.79% |
$2.43K - $2.79K
|
208
$7.75K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
87New |
$2.38K - $2.72K
|
87
$3.24K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
79+ 5.56% |
$2.16K - $2.47K
|
1.5K
$55.9K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
79+ 0.7% |
$2.16K - $2.47K
|
11.3K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
67+ 8.1% |
$1.83K - $2.1K
|
894
$33.3K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
65+ 3.83% |
$1.78K - $2.04K
|
1.76K
$65.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 13.42% |
$1.69K - $1.94K
|
524
$19.5K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
58New |
$1.58K - $1.82K
|
58
$2.16K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
57+ 0.29% |
$1.56K - $1.78K
|
19.8K
$737K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 0.31% |
$1.45K - $1.66K
|
17.2K
$640K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
44+ 0.43% |
$1.2K - $1.38K
|
10.2K
$380K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44New |
$1.2K - $1.38K
|
44
$1.64K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
26+ 0.68% |
$710 - $814
|
3.85K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
22+ 50.0% |
$601 - $689
|
66
$2.46K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 27.5% |
$601 - $689
|
102
$3.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
20+ 0.52% |
$546 - $626
|
3.84K
$143K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
17New |
$464 - $532
|
17
$633
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 4.12% |
$382 - $438
|
354
$13.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 50.0% |
$273 - $313
|
30
$1.12K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 1.32% |
$219 - $250
|
616
$22.9K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7+ 0.13% |
$191 - $219
|
5.21K
$194K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 0.15% |
$191 - $219
|
4.64K
$173K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.06% |
$137 - $157
|
8.9K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.05% |
$109 - $125
|
7.77K
$289K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.56% |
$82 - $93.9
|
539
$20.1K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3+ 10.0% |
$82 - $93.9
|
33
$1.23K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$54.6 - $62.6
|
1.21K
$44.9K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.45% |
$27.3 - $31.3
|
223
$8.3K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 12.5% |
$54.6 - $62.6
|
14
$521
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.28% |
$82 - $93.9
|
1.06K
$39.6K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-5- 0.43% |
$137 - $157
|
1.15K
$42.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 0.88% |
$164 - $188
|
674
$25.1K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9- 0.09% |
$246 - $282
|
10.6K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 12.5% |
$246 - $282
|
63
$2.35K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 0.96% |
$273 - $313
|
1.03K
$38.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 18.64% |
$301 - $344
|
48
$1.79K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-12- 9.45% |
$328 - $376
|
115
$4.28K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 0.04% |
$437 - $501
|
36.9K
$1.38M
|