Institutional Ownership Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT). We have compiled data on the 390 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,210
shares
|
$2,828
0.0% of portfolio
|
Q2 2024
Reduced 16.85%
|
|
|
Advantage Trust CO
Salina, KS |
Aug 09, 2024 Q2 2024 |
2,000
shares
|
$2,560
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
2,000
shares
|
$2,560
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,000
shares
|
$2,560
0.0% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,925
shares
|
$2,464
0.0% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 12, 2024 Q2 2024 |
1,524
shares
|
$1,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Close Asset Management LTD
|
Aug 07, 2024 Q2 2024 |
1,500
shares
|
$1,920
0.0% of portfolio
|
Q2 2023
Reduced 96.5%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
1,500
shares
|
$1,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
1,410
shares
|
$1,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,314
shares
|
$1,681
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2024 Q2 2024 |
1,261
shares
|
$1,614
0.0% of portfolio
|
Q2 2024
Reduced 27.4%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
1,142
shares
|
$1,461
0.0% of portfolio
|
Q3 2023
Reduced 69.97%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,130
shares
|
$1,446
0.0% of portfolio
|
Q3 2024
Added 26.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,100
shares
|
$1,408
0.0% of portfolio
|
Q4 2023
Reduced 31.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,063
shares
|
$1,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,050
shares
|
$1,344
0.0% of portfolio
|
Q4 2022
Reduced 22.22%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
1,042
shares
|
$1,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$1,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$1,280
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$1,280
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$1,280
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$1,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
978
shares
|
$1,251
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
905
shares
|
$1,158
0.0% of portfolio
|
Q1 2023
Added 79.21%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
904
shares
|
$1,157
0.0% of portfolio
|
Q2 2024
New holding
|