Purchases and Sales Made in Q4 2021 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
26+ 17.11% |
$647 - $730
|
178
$5.77K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25New |
$623 - $702
|
25
$811
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
24+ 0.61% |
$598 - $674
|
3.95K
$128K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
23+ 0.64% |
$573 - $646
|
3.63K
$118K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
19New |
$473 - $534
|
19
$616
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19New |
$473 - $534
|
19
$616
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$473 - $534
|
19
$616
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.09% |
$398 - $449
|
16.9K
$549K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15+ 0.96% |
$374 - $421
|
1.58K
$51.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.04% |
$324 - $365
|
1.27K
$41.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$174 - $197
|
7
$227
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
6New |
$149 - $169
|
6
$195
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5+ 0.6% |
$125 - $140
|
833
$27K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.05% |
$125 - $140
|
10.7K
$347K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.77% |
$99.6 - $112
|
524
$17K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.25% |
$74.7 - $84.3
|
1.2K
$38.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.24% |
$49.8 - $56.2
|
848
$27.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.46% |
$24.9 - $28.1
|
219
$7.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.83% |
$24.9 - $28.1
|
121
$3.93K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.86% |
$24.9 - $28.1
|
117
$3.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$24.9 - $28.1
|
773
$25.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
1+ 0.01% |
$24.9 - $28.1
|
13.6K
$440K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 5.0% |
$24.9 - $28.1
|
21
$681
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1Closed |
$24.9 - $28.1
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1- 0.01% |
$24.9 - $28.1
|
16.6K
$540K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1- 0.01% |
$24.9 - $28.1
|
13K
$421K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-8Closed |
$199 - $225
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-8- 3.52% |
$199 - $225
|
219
$7.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 2.17% |
$224 - $253
|
406
$13.2K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-17- 3.77% |
$423 - $478
|
434
$14.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20- 0.12% |
$498 - $562
|
16.5K
$536K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-77- 0.52% |
$1.92K - $2.16K
|
14.9K
$482K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-90- 1.06% |
$2.24K - $2.53K
|
8.4K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-94Closed |
$2.34K - $2.64K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-113Closed |
$2.81K - $3.17K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-120- 0.63% |
$2.99K - $3.37K
|
19K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-133- -0.0% |
$3.31K - $3.74K
|
27M
$875M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-133Closed |
$3.31K - $3.74K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-148- 44.18% |
$3.69K - $4.16K
|
187
$6.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-150- 1.59% |
$3.74K - $4.21K
|
9.27K
$301K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-169- 1.11% |
$4.21K - $4.75K
|
15K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-175- 3.28% |
$4.36K - $4.92K
|
5.16K
$167K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
$4.98K - $5.62K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-232Closed |
$5.78K - $6.52K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 0.5% |
$6.23K - $7.02K
|
49.3K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-250- 2.66% |
$6.23K - $7.02K
|
9.16K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-300Closed |
$7.47K - $8.43K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-311- 99.68% |
$7.74K - $8.74K
|
1
$32.4
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-317- 2.18% |
$7.89K - $8.9K
|
14.2K
$460K
|