Purchases and Sales Made in Q2 2023 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
302New |
$8.51K - $9.31K
|
302
$9.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
300+ 3.87% |
$8.45K - $9.25K
|
8.05K
$248K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
287New |
$8.09K - $8.85K
|
287
$8.86K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
281+ 0.73% |
$7.92K - $8.66K
|
38.7K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
270+ 0.3% |
$7.61K - $8.32K
|
89.4K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
269+ 3.95% |
$7.58K - $8.29K
|
7.08K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
263+ 47.64% |
$7.41K - $8.11K
|
815
$25.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
262New |
$7.38K - $8.08K
|
262
$8.09K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
252+ 1.13% |
$7.1K - $7.77K
|
22.7K
$699K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
250New |
$7.05K - $7.71K
|
250
$7.72K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
249+ 27.95% |
$7.02K - $7.68K
|
1.14K
$35.2K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
227New |
$6.4K - $7K
|
227
$7.01K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213New |
$6K - $6.57K
|
213
$6.57K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
211+ 141.61% |
$5.95K - $6.51K
|
360
$11.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
207+ 35.88% |
$5.83K - $6.38K
|
784
$24.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
193New |
$5.44K - $5.95K
|
193
$5.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
185+ 0.67% |
$5.21K - $5.7K
|
27.8K
$858K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
184New |
$5.19K - $5.67K
|
184
$5.68K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
157+ 3.09% |
$4.42K - $4.84K
|
5.24K
$162K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
144+ 9.6% |
$4.06K - $4.44K
|
1.64K
$50.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
139+ 213.85% |
$3.92K - $4.29K
|
204
$6.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
136+ 0.46% |
$3.83K - $4.19K
|
29.5K
$911K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
121New |
$3.41K - $3.73K
|
121
$3.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
117+ 0.59% |
$3.3K - $3.61K
|
19.9K
$614K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
107+ 0.56% |
$3.02K - $3.3K
|
19.4K
$598K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
102+ 1.41% |
$2.87K - $3.14K
|
7.33K
$226K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
97New |
$2.73K - $2.99K
|
97
$2.99K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
90+ 3.06% |
$2.54K - $2.77K
|
3.03K
$93.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
90+ 3.06% |
$2.54K - $2.77K
|
3.03K
$93.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
89+ 0.66% |
$2.51K - $2.74K
|
13.5K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80New |
$2.25K - $2.47K
|
80
$2.47K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 174.42% |
$2.11K - $2.31K
|
118
$3.64K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
73+ 0.31% |
$2.06K - $2.25K
|
23.4K
$721K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
68+ 0.71% |
$1.92K - $2.1K
|
9.7K
$299K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 5.86% |
$1.78K - $1.94K
|
1.14K
$35.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
57+ 98.28% |
$1.61K - $1.76K
|
115
$3.55K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
50+ 0.69% |
$1.41K - $1.54K
|
7.26K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
49+ 0.33% |
$1.38K - $1.51K
|
15K
$464K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 3.71% |
$1.3K - $1.42K
|
1.29K
$39.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
43+ 4.56% |
$1.21K - $1.33K
|
987
$30.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40New |
$1.13K - $1.23K
|
40
$1.23K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34New |
$958 - $1.05K
|
34
$1.05K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
32+ 16.0% |
$902 - $987
|
232
$7.16K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
30+ 0.09% |
$845 - $925
|
34.7K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29New |
$817 - $894
|
29
$895
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
24+ 36.36% |
$676 - $740
|
90
$2.78K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22New |
$620 - $678
|
22
$679
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
19New |
$535 - $586
|
19
$586
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
18New |
$507 - $555
|
18
$555
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 1.31% |
$423 - $462
|
1.16K
$35.8K
|