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 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
20+ 285.71% |
$229 - $398
|
27
$32.9
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 0.53% |
$68.7 - $119
|
1.12K
$1.37K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 18.92% |
$80.1 - $139
|
30
$36.6
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-19- 0.79% |
$218 - $378
|
2.39K
$2.91K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-21Closed |
$240 - $417
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21Closed |
$240 - $417
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-25- 7.14% |
$286 - $497
|
325
$397
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26Closed |
$298 - $517
|
0
$0
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27Closed |
$309 - $537
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-70Closed |
$802 - $1.39K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-80Closed |
$916 - $1.59K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-83- 19.67% |
$950 - $1.65K
|
339
$414
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$1.03K - $1.79K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100Closed |
$1.15K - $1.99K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-100Closed |
$1.15K - $1.99K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-100Closed |
$1.15K - $1.99K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-115Closed |
$1.32K - $2.29K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-140- 7.4% |
$1.6K - $2.78K
|
1.75K
$2.14K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-192Closed |
$2.2K - $3.82K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-200- 60.61% |
$2.29K - $3.98K
|
130
$159
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 6.45% |
$2.29K - $3.98K
|
2.9K
$3.54K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 2.99% |
$2.29K - $3.98K
|
6.49K
$7.91K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$2.29K - $3.98K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-238- 54.34% |
$2.73K - $4.73K
|
200
$244
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-300Closed |
$3.44K - $5.96K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-300Closed |
$3.44K - $5.96K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-306- 44.16% |
$3.5K - $6.08K
|
387
$472
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-350- 21.21% |
$4.01K - $6.96K
|
1.3K
$1.59K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-350- 81.4% |
$4.01K - $6.96K
|
80
$97.6
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-350Closed |
$4.01K - $6.96K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-363Closed |
$4.16K - $7.22K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-380Closed |
$4.35K - $7.55K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$4.58K - $7.95K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-487Closed |
$5.58K - $9.68K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-496- 5.73% |
$5.68K - $9.86K
|
8.16K
$9.95K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-537- 45.98% |
$6.15K - $10.7K
|
631
$770
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-637- 3.92% |
$7.29K - $12.7K
|
15.6K
$19K
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-664- 5.87% |
$7.6K - $13.2K
|
10.6K
$13K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.05K- 2.58% |
$12K - $20.8K
|
39.4K
$48.1K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1KClosed |
$12.6K - $21.9K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.16K- 11.33% |
$13.3K - $23K
|
9.07K
$11.1K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.17K- 45.54% |
$13.3K - $23.2K
|
1.39K
$1.7K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.52K- 4.74% |
$17.4K - $30.2K
|
30.6K
$37.3K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.53K- 45.93% |
$17.5K - $30.3K
|
1.8K
$2.19K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.55KClosed |
$17.7K - $30.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.07K- 10.88% |
$23.7K - $41.1K
|
16.9K
$20.7K
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.08K- 1.73% |
$23.8K - $41.4K
|
119K
$145K
|