Purchases and Sales Made in Q1 2025 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q1 2025. 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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
456+ 2.65% |
$274 - $556
|
17.7K
$12.6K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
380+ 1.27% |
$228 - $464
|
30.2K
$21.5K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
300New |
$180 - $366
|
300
$213
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$180 - $366
|
300
$213
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
300+ 250.0% |
$180 - $366
|
420
$298
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
289+ 0.27% |
$173 - $353
|
109K
$77.6K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
261New |
$157 - $318
|
261
$185
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
193+ 86.16% |
$116 - $235
|
417
$296
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$60 - $122
|
100
$71
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
90New |
$54 - $110
|
90
$63.9
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81+ 6.16% |
$48.6 - $98.8
|
1.4K
$990
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77New |
$46.2 - $93.9
|
77
$54.7
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
18New |
$10.8 - $22
|
18
$12.8
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$10.2 - $20.7
|
17
$12.1
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
15+ 1.12% |
$9 - $18.3
|
1.36K
$964
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
7+ 0.16% |
$4.2 - $8.54
|
4.48K
$3.18K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-21- 1.21% |
$12.6 - $25.6
|
1.71K
$1.22K
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-27- 0.06% |
$16.2 - $32.9
|
45.6K
$32.4K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39- 0.33% |
$23.4 - $47.6
|
11.7K
$8.31K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 2.29% |
$24 - $48.8
|
1.71K
$1.21K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-46- 0.35% |
$27.6 - $56.1
|
13.1K
$9.32K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-85- 6.09% |
$51 - $104
|
1.31K
$930
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-100- 0.49% |
$60 - $122
|
20.5K
$14.6K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-100- 8.7% |
$60 - $122
|
1.05K
$746
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-100- 10.26% |
$60 - $122
|
875
$621
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 5.63% |
$60 - $122
|
1.68K
$1.19K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-100- 0.44% |
$60 - $122
|
22.4K
$15.9K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-136- 3.73% |
$81.6 - $166
|
3.51K
$2.49K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-200Closed |
$120 - $244
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-201- 2.88% |
$121 - $245
|
6.79K
$4.82K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.21K- 80.17% |
$728 - $1.48K
|
300
$213
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.34K- 10.28% |
$801 - $1.63K
|
11.7K
$8.28K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.51K- 10.7% |
$904 - $1.84K
|
12.6K
$8.93K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.67K- 3.35% |
$1K - $2.03K
|
48.1K
$34.2K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 2.17% |
$1.17K - $2.37K
|
87.9K
$62.4K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.16K- 99.91% |
$1.3K - $2.64K
|
2
$1.42
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 41.16% |
$1.42K - $2.89K
|
3.39K
$2.4K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.51K- 96.17% |
$1.51K - $3.06K
|
100
$71
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.16K- 2.98% |
$1.9K - $3.86K
|
103K
$73.1K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.2K- 23.06% |
$1.92K - $3.9K
|
10.7K
$7.58K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.68K- 11.73% |
$2.21K - $4.49K
|
27.7K
$19.7K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.81K- 48.63% |
$2.28K - $4.64K
|
4.02K
$2.85K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.29K- 17.16% |
$2.57K - $5.23K
|
20.7K
$14.7K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.59K- 16.56% |
$2.76K - $5.6K
|
23.1K
$16.4K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.9K- 14.65% |
$2.94K - $5.98K
|
28.5K
$20.3K
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.21K- 4.41% |
$3.13K - $6.35K
|
113K
$80.1K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.5K- 13.73% |
$3.3K - $6.71K
|
34.5K
$24.5K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.62K- 58.26% |
$3.37K - $6.85K
|
4.02K
$2.86K
|