Purchases and Sales Made in Q2 2024 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 40.91% |
$245 - $282
|
31
$1.01K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9New |
$245 - $282
|
9
$293
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 47.37% |
$245 - $282
|
28
$912
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 2.62% |
$245 - $282
|
352
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$136 - $157
|
13.5K
$441K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
5+ 0.01% |
$136 - $157
|
53K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.51% |
$109 - $125
|
781
$25.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.3% |
$81.7 - $93.9
|
992
$32.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 75.0% |
$81.7 - $93.9
|
7
$228
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.83% |
$81.7 - $93.9
|
363
$11.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.63% |
$81.7 - $93.9
|
482
$15.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.87% |
$54.4 - $62.6
|
231
$7.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.21% |
$27.2 - $31.3
|
481
$15.7K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.18% |
$27.2 - $31.3
|
86
$2.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 20.0% |
$54.4 - $62.6
|
8
$261
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 0.23% |
$109 - $125
|
1.72K
$55.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.95% |
$136 - $157
|
251
$8.18K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 0.19% |
$218 - $250
|
4.24K
$138K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9- 0.07% |
$245 - $282
|
12.8K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10- 0.4% |
$272 - $313
|
2.5K
$81.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24- 0.26% |
$653 - $751
|
9.06K
$295K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 42.03% |
$789 - $908
|
40
$1.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-31- 3.33% |
$844 - $971
|
900
$29.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-41- 6.16% |
$1.12K - $1.28K
|
625
$20.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 2.56% |
$1.22K - $1.41K
|
1.72K
$55.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-46- 0.65% |
$1.25K - $1.44K
|
6.99K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-53- 0.1% |
$1.44K - $1.66K
|
51.1K
$1.67M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
SELL
|
- |
-62- 0.87% |
$1.69K - $1.94K
|
7.1K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-63- 0.86% |
$1.71K - $1.97K
|
7.24K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-64- 0.18% |
$1.74K - $2K
|
34.9K
$1.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65- 5.4% |
$1.77K - $2.04K
|
1.14K
$37.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-67- 0.17% |
$1.82K - $2.1K
|
39K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-80- 4.38% |
$2.18K - $2.5K
|
1.75K
$56.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-84- 8.03% |
$2.29K - $2.63K
|
962
$31.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-84- 0.54% |
$2.29K - $2.63K
|
15.5K
$506K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-85- 0.42% |
$2.31K - $2.66K
|
20.1K
$653K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-100- 0.41% |
$2.72K - $3.13K
|
24.3K
$790K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-101- 8.33% |
$2.75K - $3.16K
|
1.11K
$36.2K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-103- 0.7% |
$2.8K - $3.22K
|
14.7K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-104- 0.12% |
$2.83K - $3.26K
|
86.7K
$2.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105- 0.53% |
$2.86K - $3.29K
|
19.8K
$646K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-144- 92.31% |
$3.92K - $4.51K
|
12
$391
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-146- 1.7% |
$3.97K - $4.57K
|
8.43K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 9.38% |
$4.08K - $4.7K
|
1.45K
$47.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-155- 5.76% |
$4.22K - $4.85K
|
2.54K
$82.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-181- 4.73% |
$4.93K - $5.67K
|
3.65K
$119K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-181- 19.85% |
$4.93K - $5.67K
|
731
$23.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-186- 1.07% |
$5.06K - $5.82K
|
17.2K
$559K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-192- 2.71% |
$5.23K - $6.01K
|
6.88K
$224K
|