Latest Institutional Transactions on Brookfield Renewable Partners L.P. (BEP)
This table provides information on the latest institutional transactions involving Brookfield Renewable Partners L.P. (BEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.65K- 6.19% |
$33.4K - $45.1K
|
24.9K
$559K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.3KNew |
$371K - $501K
|
18.3K
$410K
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.39K- 0.56% |
$89.2K - $120K
|
778K
$17.4M
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
84KNew |
$1.71M - $2.3M
|
84K
$1.88M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
154New |
$3.13K - $4.22K
|
154
$3.45K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$4.57K - $6.17K
|
225
$5.05K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56+ 0.44% |
$1.14K - $1.53K
|
12.7K
$285K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.14K- 4.34% |
$43.4K - $58.5K
|
47.1K
$1.06M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1KNew |
$20.3K - $27.4K
|
1K
$22.4K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$447 - $603
|
22
$493
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
113New |
$2.3K - $3.1K
|
113
$2.53K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
191New |
$3.88K - $5.24K
|
191
$4.28K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 1.16% |
$40.7 - $54.8
|
174
$3.9K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
14+ 42.42% |
$285 - $384
|
47
$1.05K
|
|
Q3 2023 | |||||||
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13KNew |
$282K - $391K
|
13K
$290K
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
25.3K+ 5.71% |
$549K - $763K
|
468K
$10.5M
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 21.62% |
$174 - $241
|
45
$1.01K
|
|
Nov 14, 2023
Q3 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-20.3K- 50.0% |
$440K - $611K
|
20.3K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
165New |
$3.59K - $4.98K
|
165
$3.7K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
40+ 500.0% |
$870 - $1.21K
|
48
$1.08K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 16.42% |
$229K - $318K
|
53.7K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.72% |
$21.7 - $30.2
|
139
$3.12K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.9KNew |
$279K - $388K
|
12.9K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
50KNew |
$1.09M - $1.51M
|
50K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05KNew |
$22.8K - $31.7K
|
1.05K
$23.6K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13KNew |
$282K - $391K
|
13K
$291K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.27K- 7.98% |
$71.2K - $98.8K
|
37.7K
$846K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
75New |
$1.63K - $2.26K
|
75
$1.68K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
397New |
$8.63K - $12K
|
397
$8.9K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
32+ 100.0% |
$696 - $966
|
64
$1.44K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
250+ 33.33% |
$5.44K - $7.55K
|
1K
$22.4K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.96% |
$196 - $272
|
946
$21.2K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27New |
$587 - $815
|
27
$606
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-37- 12.25% |
$804 - $1.12K
|
265
$5.94K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6+ 0.82% |
$130 - $181
|
742
$16.6K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
142New |
$3.09K - $4.29K
|
142
$3.19K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.32K- 9.42% |
$28.6K - $39.7K
|
12.6K
$284K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.55K+ 54.76% |
$55.4K - $76.9K
|
7.2K
$162K
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.03K- 35.96% |
$22.3K - $30.9K
|
1.83K
$40.9K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38New |
$826 - $1.15K
|
38
$852
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$2.17K - $3.02K
|
100
$2.24K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.41KNew |
$139K - $193K
|
6.41K
$144K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.05KNew |
$88.3K - $98.2K
|
3.05K
$68.3K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
119KNew |
$3.45M - $3.84M
|
119K
$2.67M
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-107K- 15.89% |
$3.1M - $3.45M
|
566K
$12.7M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.83K- 83.54% |
$140K - $156K
|
951
$21.3K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.58K- 24.84% |
$45.9K - $51.1K
|
4.79K
$107K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.28KNew |
$269K - $300K
|
9.28K
$208K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
500New |
$14.5K - $16.1K
|
500
$11.2K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.89K- 13.75% |
$113K - $125K
|
24.4K
$547K
|