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
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-111- 2.86% |
$989 - $1.49K
|
3.77K
$4.33K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-153- 0.04% |
$1.36K - $2.05K
|
400K
$460K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-184- 54.12% |
$1.64K - $2.46K
|
156
$179
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-192- 42.67% |
$1.71K - $2.57K
|
258
$297
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-225- 16.98% |
$2K - $3.01K
|
1.1K
$1.27K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-225- 0.88% |
$2K - $3.01K
|
25.4K
$29.3K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-262- 92.91% |
$2.33K - $3.51K
|
20
$23
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 0.61% |
$2.67K - $4.01K
|
48.8K
$56.1K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-300- 0.84% |
$2.67K - $4.01K
|
35.5K
$40.8K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-350- 81.4% |
$3.12K - $4.68K
|
80
$92
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-355- 1.38% |
$3.16K - $4.75K
|
25.4K
$29.3K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-378- 2.26% |
$3.37K - $5.06K
|
16.4K
$18.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-475- 75.4% |
$4.23K - $6.36K
|
155
$178
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-475- 5.68% |
$4.23K - $6.36K
|
7.89K
$9.07K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-493- 1.99% |
$4.39K - $6.6K
|
24.3K
$27.9K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-525- 79.19% |
$4.68K - $7.02K
|
138
$159
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-578- 4.06% |
$5.15K - $7.73K
|
13.7K
$15.7K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-700- 24.81% |
$6.24K - $9.37K
|
2.12K
$2.44K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-704- 2.07% |
$6.27K - $9.42K
|
33.3K
$38.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-812- 73.02% |
$7.23K - $10.9K
|
300
$345
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-812- 31.45% |
$7.23K - $10.9K
|
1.77K
$2.04K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1K- 51.28% |
$8.91K - $13.4K
|
950
$1.09K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 65.19% |
$8.91K - $13.4K
|
534
$614
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.11K- 1.48% |
$9.87K - $14.8K
|
73.6K
$84.7K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 4.38% |
$9.93K - $14.9K
|
24.3K
$28K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 3.86% |
$11.6K - $17.5K
|
32.5K
$37.4K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.64K- 8.8% |
$14.6K - $21.9K
|
17K
$19.5K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.92K- 10.63% |
$17.1K - $25.7K
|
16.2K
$18.6K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2K- 45.92% |
$17.8K - $26.8K
|
2.36K
$2.71K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2K- 45.45% |
$17.8K - $26.8K
|
2.4K
$2.76K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2K- 13.33% |
$17.8K - $26.8K
|
13K
$14.9K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.02K- 13.16% |
$18K - $27K
|
13.3K
$15.3K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.27K- 10.55% |
$20.2K - $30.3K
|
19.2K
$22.1K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.58K- 0.59% |
$22.9K - $34.5K
|
437K
$502K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.82K- 16.4% |
$25.1K - $37.7K
|
14.4K
$16.5K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.84K- 15.64% |
$25.3K - $38K
|
15.3K
$17.6K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.91K- 5.91% |
$26K - $39K
|
46.4K
$53.3K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-3.09K- 82.58% |
$27.5K - $41.3K
|
651
$749
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.18K- 18.73% |
$28.3K - $42.5K
|
13.8K
$15.8K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.37K- 5.83% |
$30K - $45.1K
|
54.4K
$62.6K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.44K- 1.18% |
$30.6K - $46K
|
289K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.91K- 3.01% |
$34.8K - $52.3K
|
126K
$145K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-3.91K- 3.01% |
$34.8K - $52.3K
|
126K
$145K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.1K- 51.13% |
$36.6K - $54.9K
|
3.92K
$4.51K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.3K- 12.14% |
$38.3K - $57.6K
|
31.1K
$35.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.65K- 26.04% |
$41.4K - $62.2K
|
13.2K
$15.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
SELL
|
- |
-5.39K- 11.18% |
$48K - $72.1K
|
42.8K
$49.2K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.39K- 16.8% |
$48K - $72.1K
|
26.7K
$30.7K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.64K- 3.32% |
$50.3K - $75.5K
|
164K
$189K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.66K- 85.3% |
$59.3K - $89.1K
|
1.15K
$1.32K
|