Purchases and Sales Made in Q1 2022 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q1 2022. The information is specifically focused on institutions that hold shares of ChargePoint Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1KNew |
$11.5K - $19.9K
|
1K
$1.17K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
995+ 19.7% |
$11.4K - $19.8K
|
6.05K
$7.07K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
907+ 48.35% |
$10.4K - $18K
|
2.78K
$3.26K
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
900+ 120.0% |
$10.3K - $17.9K
|
1.65K
$1.93K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
826+ 0.33% |
$9.46K - $16.4K
|
251K
$294K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
807+ 6.61% |
$9.24K - $16K
|
13K
$15.2K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
729+ 141.55% |
$8.35K - $14.5K
|
1.24K
$1.46K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
725+ 100.0% |
$8.3K - $14.4K
|
1.45K
$1.7K
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
710+ 15.65% |
$8.13K - $14.1K
|
5.25K
$6.14K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
608New |
$6.96K - $12.1K
|
608
$711
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
545New |
$6.24K - $10.8K
|
545
$638
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
504New |
$5.77K - $10K
|
504
$590
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
450New |
$5.15K - $8.95K
|
450
$527
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
437+ 1.71% |
$5K - $8.69K
|
26K
$30.5K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
425+ 340.0% |
$4.87K - $8.45K
|
550
$644
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 400.0% |
$4.58K - $7.95K
|
500
$585
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
385+ 65.59% |
$4.41K - $7.65K
|
972
$1.14K
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
369+ 1.03% |
$4.23K - $7.34K
|
36.3K
$42.5K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
352+ 98.05% |
$4.03K - $7K
|
711
$832
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
320+ 2.41% |
$3.66K - $6.36K
|
13.6K
$15.9K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$3.44K - $5.96K
|
300
$351
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
285+ 82.61% |
$3.26K - $5.67K
|
630
$737
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
275+ 93.22% |
$3.15K - $5.47K
|
570
$667
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
260New |
$2.98K - $5.17K
|
260
$304
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
225+ 3.28% |
$2.58K - $4.47K
|
7.09K
$8.3K
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
209+ 0.43% |
$2.39K - $4.15K
|
48.3K
$56.5K
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
201+ 0.71% |
$2.3K - $4K
|
28.6K
$33.4K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
150+ 375.0% |
$1.72K - $2.98K
|
190
$222
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
142+ 10.33% |
$1.63K - $2.82K
|
1.52K
$1.77K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
132+ 1.67% |
$1.51K - $2.62K
|
8.03K
$9.39K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128New |
$1.47K - $2.54K
|
128
$150
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
127+ 0.4% |
$1.45K - $2.52K
|
31.5K
$36.9K
|
|
May 05, 2022
Q1 2022
|
Baillie Gifford & CO
|
BUY
|
- |
125+ 0.0% |
$1.43K - $2.49K
|
4.58M
$5.36M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115New |
$1.32K - $2.29K
|
115
$135
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
115+ 0.75% |
$1.32K - $2.29K
|
15.4K
$18K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$1.26K - $2.19K
|
110
$129
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
105+ 5.44% |
$1.2K - $2.09K
|
2.03K
$2.38K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$1.15K - $1.99K
|
100
$117
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
100New |
$1.15K - $1.99K
|
100
$117
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
73New |
$836 - $1.45K
|
73
$85.4
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
71+ 355.0% |
$813 - $1.41K
|
91
$106
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70New |
$802 - $1.39K
|
70
$81.9
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
68+ 1133.33% |
$779 - $1.35K
|
74
$86.6
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
65New |
$744 - $1.29K
|
65
$76.1
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 45.63% |
$538 - $934
|
150
$176
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
40New |
$458 - $795
|
40
$46.8
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 0.73% |
$366 - $636
|
4.4K
$5.15K
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
25New |
$286 - $497
|
25
$29.3
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
25+ 0.23% |
$286 - $497
|
10.8K
$12.6K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 5.88% |
$229 - $398
|
360
$421
|