Purchases and Sales Made in Q1 2024 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q1 2024. 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 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
432New |
$713 - $1K
|
432
$350
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
430New |
$710 - $998
|
430
$348
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
337+ 24.51% |
$556 - $782
|
1.71K
$1.39K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
308+ 0.7% |
$508 - $715
|
44.5K
$36.1K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300New |
$495 - $696
|
300
$243
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
291+ 291.0% |
$480 - $675
|
391
$317
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
279+ 0.2% |
$460 - $647
|
137K
$111K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
255New |
$421 - $592
|
255
$207
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
201+ 2.82% |
$332 - $466
|
7.34K
$5.94K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
165+ 47.83% |
$272 - $383
|
510
$413
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
124New |
$205 - $288
|
124
$100
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$198 - $278
|
120
$97.2
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$165 - $232
|
100
$81
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
100New |
$165 - $232
|
100
$81
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
100New |
$165 - $232
|
100
$81
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$165 - $232
|
100
$81
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
96New |
$158 - $223
|
96
$77.8
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
94+ 6.88% |
$155 - $218
|
1.46K
$1.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
11+ 0.35% |
$18.2 - $25.5
|
3.17K
$2.57K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$8.25 - $11.6
|
5
$4.05
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 7.97% |
$18.2 - $25.5
|
127
$103
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-28- 0.65% |
$46.2 - $65
|
4.3K
$3.48K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-35- 94.59% |
$57.8 - $81.2
|
2
$1.62
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 38.17% |
$165 - $232
|
162
$131
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-100- 0.79% |
$165 - $232
|
12.5K
$10.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-105- 3.8% |
$173 - $244
|
2.66K
$2.15K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 27.86% |
$330 - $464
|
518
$420
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-213- 1.84% |
$351 - $494
|
11.4K
$9.21K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-224- 7.57% |
$370 - $520
|
2.74K
$2.22K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-250- 67.39% |
$413 - $580
|
121
$98
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-274- 47.74% |
$452 - $636
|
300
$243
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-366- 41.45% |
$604 - $849
|
517
$419
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-369- 17.52% |
$609 - $856
|
1.74K
$1.41K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-430- 46.99% |
$710 - $998
|
485
$393
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-438- 25.41% |
$723 - $1.02K
|
1.29K
$1.04K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-439- 0.91% |
$724 - $1.02K
|
47.5K
$38.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-500- 2.24% |
$825 - $1.16K
|
21.8K
$17.6K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-500- 3.79% |
$825 - $1.16K
|
12.7K
$10.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-500- 16.16% |
$825 - $1.16K
|
2.59K
$2.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-531- 3.43% |
$876 - $1.23K
|
15K
$12.1K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-842- 0.54% |
$1.39K - $1.95K
|
156K
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-900- 90.0% |
$1.49K - $2.09K
|
100
$81
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-919- 7.33% |
$1.52K - $2.13K
|
11.6K
$9.41K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-963- 27.03% |
$1.59K - $2.23K
|
2.6K
$2.11K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1K- 2.65% |
$1.65K - $2.32K
|
36.8K
$29.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 11.21% |
$1.97K - $2.77K
|
9.47K
$7.67K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 7.42% |
$2.13K - $2.99K
|
16.1K
$13K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 6.26% |
$2.17K - $3.05K
|
19.7K
$15.9K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.52K- 12.36% |
$2.5K - $3.52K
|
10.8K
$8.71K
|