Purchases and Sales Made in Q1 2023 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.85K+ 42.7% |
$52.2K - $78.3K
|
19.6K
$22.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
5.51K+ 5.97% |
$49K - $73.7K
|
97.8K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.42K+ 30.63% |
$48.2K - $72.5K
|
23.1K
$26.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.21K+ 12.78% |
$46.4K - $69.7K
|
46K
$52.9K
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.2K+ 44.07% |
$46.3K - $69.6K
|
17K
$19.6K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.16K+ 36.51% |
$46K - $69K
|
19.3K
$22.2K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
5.14K+ 23.73% |
$45.8K - $68.7K
|
26.8K
$30.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.23K+ 5.24% |
$37.6K - $56.5K
|
84.8K
$97.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.09K+ 358.02% |
$36.4K - $54.7K
|
5.23K
$6.01K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
4.04K+ 5.05% |
$36K - $54K
|
83.9K
$96.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.84K+ 3.59% |
$34.2K - $51.4K
|
111K
$127K
|
|
|
May 09, 2023
Q1 2023
|
Scp Investment, LP
|
BUY
|
- |
3.8K+ 25.68% |
$33.9K - $50.8K
|
18.6K
$21.4K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.77KNew |
$33.6K - $50.4K
|
3.77K
$4.33K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.76KNew |
$33.5K - $50.3K
|
3.76K
$4.33K
|
|
|
May 16, 2023
Q1 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
3.49KNew |
$31.1K - $46.7K
|
3.49K
$4.02K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.32KNew |
$29.5K - $44.4K
|
3.32K
$3.81K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 9.25% |
$28.5K - $42.7K
|
37.7K
$43.4K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.95K+ 3.49% |
$26.3K - $39.5K
|
87.5K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.8K+ 9.14% |
$24.9K - $37.4K
|
33.4K
$38.4K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.65K+ 86.04% |
$23.6K - $35.5K
|
5.73K
$6.59K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.21K+ 3.57% |
$19.7K - $29.5K
|
64K
$73.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 28.89% |
$19.6K - $29.5K
|
9.83K
$11.3K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.1K+ 162.16% |
$18.7K - $28.1K
|
3.4K
$3.9K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.1KNew |
$18.7K - $28.1K
|
2.1K
$2.41K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.04K+ 2.3% |
$18.1K - $27.3K
|
90.7K
$104K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2KNew |
$17.8K - $26.8K
|
2K
$2.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.85K+ 6.23% |
$16.5K - $24.8K
|
31.6K
$36.3K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.83KNew |
$16.3K - $24.5K
|
1.83K
$2.1K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.6KNew |
$14.3K - $21.4K
|
1.6K
$1.84K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
1.55K+ 2.27% |
$13.8K - $20.8K
|
70K
$80.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.54KNew |
$13.7K - $20.6K
|
1.54K
$1.77K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.5K+ 50.0% |
$13.4K - $20.1K
|
4.5K
$5.18K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.47K+ 30.21% |
$13.1K - $19.7K
|
6.34K
$7.3K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 6.06% |
$12K - $18.1K
|
23.6K
$27.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.29K+ 1.58% |
$11.5K - $17.2K
|
82.7K
$95.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 0.94% |
$10.4K - $15.6K
|
125K
$144K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1K+ 71.43% |
$8.91K - $13.4K
|
2.4K
$2.76K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 4.51% |
$8.91K - $13.4K
|
23.2K
$26.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1K+ 60.61% |
$8.91K - $13.4K
|
2.65K
$3.05K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
899+ 7.73% |
$8.01K - $12K
|
12.5K
$14.4K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
803+ 3.26% |
$7.15K - $10.7K
|
25.4K
$29.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
794+ 2.68% |
$7.07K - $10.6K
|
30.5K
$35K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
780+ 0.71% |
$6.95K - $10.4K
|
111K
$127K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
769New |
$6.85K - $10.3K
|
769
$884
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
739+ 18.62% |
$6.58K - $9.89K
|
4.71K
$5.41K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
700New |
$6.24K - $9.37K
|
700
$805
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
631+ 3.53% |
$5.62K - $8.44K
|
18.5K
$21.3K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
563+ 2.35% |
$5.02K - $7.53K
|
24.6K
$28.3K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
450New |
$4.01K - $6.02K
|
450
$518
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
442New |
$3.94K - $5.91K
|
442
$508
|