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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-37- 12.25% |
$804 - $1.12K
|
265
$7.65K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6+ 0.82% |
$130 - $181
|
742
$21.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
142New |
$3.09K - $4.29K
|
142
$4.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.32K- 9.42% |
$28.6K - $39.7K
|
12.6K
$365K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.55K+ 54.76% |
$55.4K - $76.9K
|
7.2K
$208K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.03K- 35.96% |
$22.3K - $30.9K
|
1.83K
$52.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38New |
$826 - $1.15K
|
38
$1.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$2.17K - $3.02K
|
100
$2.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
6.41KNew |
$139K - $193K
|
6.41K
$185K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.05KNew |
$88.3K - $98.2K
|
3.05K
$87.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-107K- 15.89% |
$3.1M - $3.45M
|
566K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.58K- 24.84% |
$45.9K - $51.1K
|
4.79K
$138K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.28KNew |
$269K - $300K
|
9.28K
$268K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
500New |
$14.5K - $16.1K
|
500
$14.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.89K- 13.75% |
$113K - $125K
|
24.4K
$703K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.81K- 28.58% |
$110K - $123K
|
9.51K
$275K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.91K- 16.87% |
$114K - $126K
|
19.3K
$557K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$580 - $645
|
20
$577
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$25.8 - $31.5
|
1
$28.9
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 5.39% |
$12.9K - $15.8K
|
8.78K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
16.4KNew |
$424K - $517K
|
16.4K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-18.4K- 48.68% |
$475K - $580K
|
19.4K
$560K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-995- 12.51% |
$25.7K - $31.4K
|
6.96K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-753- 8.88% |
$19.4K - $23.7K
|
7.73K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
22.5KNew |
$582K - $710K
|
22.5K
$651K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.26KNew |
$239K - $292K
|
9.26K
$267K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$3.87K - $4.73K
|
150
$4.33K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
18.1KNew |
$467K - $570K
|
18.1K
$522K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-375Closed |
$9.69K - $11.8K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$169K - $206K
|
6.55K
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15- 3.18% |
$387 - $473
|
457
$13.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20New |
$517 - $630
|
20
$577
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-20Closed |
$517 - $630
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-486- 7.09% |
$12.6K - $15.3K
|
6.37K
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
6.45KNew |
$167K - $203K
|
6.45K
$186K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-940- 8.45% |
$24.3K - $29.6K
|
10.2K
$294K
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
6.74KNew |
$174K - $212K
|
6.74K
$195K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.31KNew |
$33.9K - $41.3K
|
1.31K
$37.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.7K+ 49.57% |
$147K - $180K
|
17.2K
$497K
|
|
| Q4 2022 | |||||||
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-473KClosed |
$11.7M - $15.3M
|
0
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
72.5K+ 372.28% |
$1.8M - $2.34M
|
92K
$2.65M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-886- 8.98% |
$22K - $28.6K
|
8.98K
$259K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.05KNew |
$26.2K - $34.1K
|
1.05K
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.45K- 16.11% |
$60.8K - $79.2K
|
12.8K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-472Closed |
$11.7K - $15.3K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.2KNew |
$29.8K - $38.8K
|
1.2K
$34.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
252New |
$6.26K - $8.14K
|
252
$7.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
504New |
$12.5K - $16.3K
|
504
$14.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.36KNew |
$33.7K - $43.9K
|
1.36K
$39.2K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
9.3K+ 171.16% |
$231K - $301K
|
14.7K
$426K
|
|