Purchases and Sales Made in Q3 2023 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.86% |
$187 - $218
|
822
$25.4K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$160 - $187
|
6
$185
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 1.41% |
$80.1 - $93.6
|
216
$6.67K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.25% |
$80.1 - $93.6
|
1.21K
$37.3K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2New |
$53.4 - $62.4
|
2
$61.7
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
1+ 0.01% |
$26.7 - $31.2
|
8.58K
$265K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.44% |
$26.7 - $31.2
|
226
$6.97K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 7.14% |
$26.7 - $31.2
|
13
$401
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.74% |
$53.4 - $62.4
|
267
$8.24K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 0.75% |
$160 - $187
|
790
$24.4K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 0.58% |
$160 - $187
|
1.02K
$31.5K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10- 0.86% |
$267 - $312
|
1.15K
$35.5K
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-12- 0.01% |
$320 - $374
|
86.6K
$2.67M
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12Closed |
$320 - $374
|
0
$0
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 63.64% |
$374 - $437
|
8
$247
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 58.62% |
$454 - $530
|
12
$370
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-21- 8.4% |
$561 - $655
|
229
$7.07K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-24- 0.56% |
$641 - $749
|
4.26K
$131K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 12.68% |
$721 - $842
|
186
$5.74K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-40- 4.18% |
$1.07K - $1.25K
|
918
$28.3K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-47- 0.34% |
$1.25K - $1.47K
|
13.8K
$426K
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-61- 0.35% |
$1.63K - $1.9K
|
17.4K
$537K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-64- 8.25% |
$1.71K - $2K
|
712
$22K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-70- 2.9% |
$1.87K - $2.18K
|
2.34K
$72.3K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-72- 5.38% |
$1.92K - $2.25K
|
1.27K
$39.1K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-75- 63.56% |
$2K - $2.34K
|
43
$1.33K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-90Closed |
$2.4K - $2.81K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-91- 0.02% |
$2.43K - $2.84K
|
566K
$17.5M
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-93- 0.35% |
$2.48K - $2.9K
|
26.2K
$808K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-97- 1.11% |
$2.59K - $3.03K
|
8.65K
$267K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-106- 11.6% |
$2.83K - $3.31K
|
808
$24.9K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-135- 1.24% |
$3.6K - $4.21K
|
10.8K
$333K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-143- 11.46% |
$3.82K - $4.46K
|
1.11K
$34.1K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-149- 3.29% |
$3.98K - $4.65K
|
4.38K
$135K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-167- 0.65% |
$4.46K - $5.21K
|
25.4K
$784K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-174- 0.94% |
$4.65K - $5.43K
|
18.3K
$565K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-190- 0.98% |
$5.07K - $5.93K
|
19.1K
$591K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-197- 2.38% |
$5.26K - $6.15K
|
8.07K
$249K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-200- 50.0% |
$5.34K - $6.24K
|
200
$6.17K
|
|
Oct 19, 2023
Q3 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-200- 1.18% |
$5.34K - $6.24K
|
16.8K
$517K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-215- 4.1% |
$5.74K - $6.71K
|
5.03K
$155K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-242- 7.99% |
$6.46K - $7.55K
|
2.79K
$86K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-242- 7.99% |
$6.46K - $7.55K
|
2.79K
$86K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-246- 19.14% |
$6.57K - $7.68K
|
1.04K
$32.1K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-278- 45.06% |
$7.42K - $8.67K
|
339
$10.5K
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 0.61% |
$8.01K - $9.36K
|
48.8K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-309- 0.42% |
$8.25K - $9.64K
|
73.8K
$2.28M
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-313- 0.53% |
$8.36K - $9.77K
|
58.8K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-410- 0.01% |
$10.9K - $12.8K
|
6.68M
$206M
|