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 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
563+ 2.35% |
$5.02K - $7.53K
|
24.6K
$19.9K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
450New |
$4.01K - $6.02K
|
450
$365
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
442New |
$3.94K - $5.91K
|
442
$358
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
440New |
$3.92K - $5.89K
|
440
$356
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
431+ 0.99% |
$3.84K - $5.77K
|
44.1K
$35.7K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
406+ 200.0% |
$3.62K - $5.43K
|
609
$493
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 79.21% |
$3.56K - $5.35K
|
905
$733
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
397+ 2.22% |
$3.54K - $5.31K
|
18.3K
$14.8K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
350+ 43.91% |
$3.12K - $4.68K
|
1.15K
$929
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
300+ 86.96% |
$2.67K - $4.01K
|
645
$522
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
300+ 32.79% |
$2.67K - $4.01K
|
1.22K
$984
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
232New |
$2.07K - $3.1K
|
232
$188
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
208New |
$1.85K - $2.78K
|
208
$168
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
200+ 1.22% |
$1.78K - $2.68K
|
16.6K
$13.4K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200+ 13.33% |
$1.78K - $2.68K
|
1.7K
$1.38K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 100.0% |
$1.78K - $2.68K
|
400
$324
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
195New |
$1.74K - $2.61K
|
195
$158
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
154+ 0.55% |
$1.37K - $2.06K
|
28.3K
$22.9K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$1.34K - $2.01K
|
150
$122
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
110New |
$980 - $1.47K
|
110
$89.1
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110+ 0.67% |
$980 - $1.47K
|
16.6K
$13.4K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 50.0% |
$891 - $1.34K
|
300
$243
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$81
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$81
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$81
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
94+ 72.31% |
$838 - $1.26K
|
224
$181
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
92+ 0.01% |
$820 - $1.23K
|
862K
$699K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
89+ 0.49% |
$793 - $1.19K
|
18.3K
$14.8K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
87New |
$775 - $1.16K
|
87
$70.5
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$713 - $1.07K
|
80
$64.8
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
77+ 16.28% |
$686 - $1.03K
|
550
$446
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
75+ 0.41% |
$668 - $1K
|
18.3K
$14.8K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
70New |
$624 - $937
|
70
$56.7
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 9.45% |
$570 - $856
|
741
$600
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
60+ 2.28% |
$535 - $803
|
2.7K
$2.18K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 4.45% |
$526 - $789
|
1.38K
$1.12K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 0.45% |
$463 - $696
|
11.7K
$9.49K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
44New |
$392 - $589
|
44
$35.6
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
36+ 0.24% |
$321 - $482
|
15.3K
$12.4K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 44.44% |
$143 - $214
|
52
$42.1
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
12+ 0.53% |
$107 - $161
|
2.26K
$1.83K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 2.58% |
$89.1 - $134
|
397
$322
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.59% |
$89.1 - $134
|
1.69K
$1.37K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.36% |
$8.91 - $13.4
|
275
$223
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$8.91 - $13.4
|
1
$0.81
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 3.74% |
$178 - $268
|
515
$417
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-20- 0.15% |
$178 - $268
|
13K
$10.5K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-23- 0.09% |
$205 - $308
|
24.5K
$19.8K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-30- 23.08% |
$267 - $401
|
100
$81
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-31- 23.66% |
$276 - $415
|
100
$81
|