Purchases and Sales Made in Q4 2022 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q4 2022. 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 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
140+ 1.69% |
$3.62K - $4.36K
|
8.44K
$260K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 52.73% |
$3.49K - $4.2K
|
391
$12.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
122+ 55.96% |
$3.16K - $3.8K
|
340
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
119+ 16.21% |
$3.08K - $3.7K
|
853
$26.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
119New |
$3.08K - $3.7K
|
119
$3.67K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
104+ 0.29% |
$2.69K - $3.24K
|
36K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 25.0% |
$2.59K - $3.11K
|
500
$15.4K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
99+ 0.11% |
$2.56K - $3.08K
|
88.9K
$2.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90New |
$2.33K - $2.8K
|
90
$2.78K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
85New |
$2.2K - $2.64K
|
85
$2.62K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
85+ 36.96% |
$2.2K - $2.64K
|
315
$9.72K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
83+ 0.66% |
$2.15K - $2.58K
|
12.7K
$391K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
78+ 0.59% |
$2.02K - $2.43K
|
13.3K
$411K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71New |
$1.84K - $2.21K
|
71
$2.19K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
62+ 167.57% |
$1.6K - $1.93K
|
99
$3.06K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
62+ 13.78% |
$1.6K - $1.93K
|
512
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
46+ 0.41% |
$1.19K - $1.43K
|
11.2K
$347K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
37New |
$958 - $1.15K
|
37
$1.14K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
35New |
$906 - $1.09K
|
35
$1.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
30+ 0.41% |
$776 - $933
|
7.38K
$228K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$776 - $933
|
30
$926
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
30New |
$776 - $933
|
30
$926
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
28+ 2.35% |
$725 - $871
|
1.22K
$37.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
28+ 0.12% |
$725 - $871
|
22.5K
$696K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 68.57% |
$621 - $747
|
59
$1.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23New |
$595 - $716
|
23
$710
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
23+ 5.75% |
$595 - $716
|
423
$13.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
22+ 0.58% |
$569 - $684
|
3.82K
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 2.58% |
$518 - $622
|
795
$24.5K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16New |
$414 - $498
|
16
$494
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 1.02% |
$259 - $311
|
991
$30.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 12.68% |
$233 - $280
|
80
$2.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8+ 0.06% |
$207 - $249
|
13.8K
$426K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
6+ 0.08% |
$155 - $187
|
7.24K
$224K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.89% |
$155 - $187
|
680
$21K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
4+ 40.0% |
$104 - $124
|
14
$432
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
4+ 10.0% |
$104 - $124
|
44
$1.36K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.25% |
$77.6 - $93.3
|
1.2K
$37.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 0.56% |
$77.6 - $93.3
|
536
$16.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.91% |
$51.8 - $62.2
|
222
$6.85K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$25.9 - $31.1
|
2.44K
$75.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$25.9 - $31.1
|
1
$30.9
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 1.01% |
$104 - $124
|
391
$12.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.52% |
$155 - $187
|
1.16K
$35.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 1.78% |
$259 - $311
|
552
$17K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11- 13.25% |
$285 - $342
|
72
$2.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-12- 0.08% |
$311 - $373
|
15.1K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-12- 0.06% |
$311 - $373
|
18.9K
$582K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.13% |
$336 - $404
|
1.14K
$35.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-14- 31.11% |
$362 - $436
|
31
$957
|