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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
324+ 334.02% |
$8.65K - $10.1K
|
421
$15.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
314+ 2.44% |
$8.38K - $9.8K
|
13.2K
$490K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
303New |
$8.09K - $9.45K
|
303
$11.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
300New |
$8.01K - $9.36K
|
300
$11.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
295+ 1.5% |
$7.88K - $9.2K
|
19.9K
$743K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
282+ 0.16% |
$7.53K - $8.8K
|
172K
$6.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
269+ 4.64% |
$7.18K - $8.39K
|
6.07K
$226K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
267+ 2.5% |
$7.13K - $8.33K
|
11K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
262+ 3.11% |
$7K - $8.17K
|
8.7K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
262+ 3.11% |
$7K - $8.17K
|
8.7K
$324K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
218+ 2.25% |
$5.82K - $6.8K
|
9.91K
$369K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
207+ 0.47% |
$5.53K - $6.46K
|
44.5K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.18% |
$5.34K - $6.24K
|
109K
$4.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
197New |
$5.26K - $6.15K
|
197
$7.34K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
180+ 1.49% |
$4.81K - $5.62K
|
12.3K
$457K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
176+ 4.86% |
$4.7K - $5.49K
|
3.8K
$141K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
168+ 59.15% |
$4.49K - $5.24K
|
452
$16.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
158New |
$4.22K - $4.93K
|
158
$5.89K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
150New |
$4.01K - $4.68K
|
150
$5.59K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
119+ 24.74% |
$3.18K - $3.71K
|
600
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
115+ 17.06% |
$3.07K - $3.59K
|
789
$29.4K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
103New |
$2.75K - $3.21K
|
103
$3.84K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.26% |
$2.67K - $3.12K
|
39.1K
$1.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
99+ 0.6% |
$2.64K - $3.09K
|
16.7K
$622K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
99+ 48.53% |
$2.64K - $3.09K
|
303
$11.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
94+ 1.33% |
$2.51K - $2.93K
|
7.18K
$267K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
94New |
$2.51K - $2.93K
|
94
$3.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
85+ 0.77% |
$2.27K - $2.65K
|
11.1K
$413K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
80+ 7.02% |
$2.14K - $2.5K
|
1.22K
$45.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78+ 4.32% |
$2.08K - $2.43K
|
1.89K
$70.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 0.64% |
$1.76K - $2.06K
|
10.3K
$384K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
64New |
$1.71K - $2K
|
64
$2.38K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
57+ 98.28% |
$1.52K - $1.78K
|
115
$4.28K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57+ 0.24% |
$1.52K - $1.78K
|
23.7K
$884K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
56+ 112.0% |
$1.5K - $1.75K
|
106
$3.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55+ 0.15% |
$1.47K - $1.72K
|
37.5K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$801 - $936
|
30
$1.12K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 0.11% |
$694 - $811
|
23.4K
$872K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
24+ 15.79% |
$641 - $749
|
176
$6.56K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
23+ 0.03% |
$614 - $718
|
70K
$2.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.22% |
$534 - $624
|
9.04K
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 5.08% |
$481 - $562
|
372
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18New |
$481 - $562
|
18
$671
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
18+ 0.14% |
$481 - $562
|
12.9K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.09% |
$454 - $530
|
19.9K
$742K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
16New |
$427 - $499
|
16
$596
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
14New |
$374 - $437
|
14
$522
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.79% |
$374 - $437
|
798
$29.7K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13+ 0.11% |
$347 - $406
|
11.4K
$425K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
12+ 1.06% |
$320 - $374
|
1.14K
$42.5K
|