Purchases and Sales Made in Q2 2022 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.12K+ 15.33% |
$19K - $43.5K
|
15.9K
$19.5K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.94KNew |
$17.3K - $39.7K
|
1.94K
$2.36K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.88K+ 15.8% |
$16.8K - $38.6K
|
13.8K
$16.8K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.81K+ 69.64% |
$16.2K - $37.2K
|
4.41K
$5.38K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.41K+ 8.04% |
$12.6K - $28.9K
|
18.9K
$23.1K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.16KNew |
$10.4K - $23.9K
|
1.16K
$1.42K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.13K+ 7.35% |
$10.1K - $23.2K
|
16.5K
$20.1K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.12K+ 7.61% |
$10K - $23K
|
15.8K
$19.3K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.07KNew |
$9.59K - $22K
|
1.07K
$1.31K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 16.16% |
$9.38K - $21.5K
|
7.53K
$9.19K
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
1K+ 7.82% |
$8.95K - $20.5K
|
13.8K
$16.8K
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$1.22K
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$1.22K
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1K+ 9.23% |
$8.95K - $20.5K
|
11.8K
$14.4K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$1.22K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
931New |
$8.33K - $19.1K
|
931
$1.14K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
810+ 704.35% |
$7.25K - $16.6K
|
925
$1.13K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
800+ 7.44% |
$7.16K - $16.4K
|
11.6K
$14.1K
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
BUY
|
- |
770+ 0.74% |
$6.89K - $15.8K
|
104K
$127K
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
716+ 30.02% |
$6.41K - $14.7K
|
3.1K
$3.78K
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
700+ 6.54% |
$6.26K - $14.4K
|
11.4K
$13.9K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
700New |
$6.26K - $14.4K
|
700
$854
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
533New |
$4.77K - $10.9K
|
533
$650
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
524+ 123.88% |
$4.69K - $10.8K
|
947
$1.16K
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
514+ 1.42% |
$4.6K - $10.6K
|
36.8K
$44.9K
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
500New |
$4.48K - $10.3K
|
500
$610
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
500New |
$4.48K - $10.3K
|
500
$610
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
468New |
$4.19K - $9.61K
|
468
$571
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
455+ 3.49% |
$4.07K - $9.35K
|
13.5K
$16.4K
|
|
Aug 08, 2022
Q2 2022
|
Baillie Gifford & CO
|
BUY
|
- |
445+ 0.01% |
$3.98K - $9.14K
|
4.58M
$5.59M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
414+ 36.96% |
$3.71K - $8.5K
|
1.53K
$1.87K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400+ 9.09% |
$3.58K - $8.22K
|
4.8K
$5.86K
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
395+ 183.72% |
$3.54K - $8.11K
|
610
$744
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
360+ 10.7% |
$3.22K - $7.39K
|
3.72K
$4.54K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
347+ 373.12% |
$3.11K - $7.13K
|
440
$537
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
345New |
$3.09K - $7.09K
|
345
$421
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
330+ 471.43% |
$2.95K - $6.78K
|
400
$488
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
250+ 0.41% |
$2.24K - $5.14K
|
61K
$74.4K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
225+ 62.5% |
$2.01K - $4.62K
|
585
$714
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
220New |
$1.97K - $4.52K
|
220
$268
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
208New |
$1.86K - $4.27K
|
208
$254
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
200New |
$1.79K - $4.11K
|
200
$244
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
200New |
$1.79K - $4.11K
|
200
$244
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
192+ 74.42% |
$1.72K - $3.94K
|
450
$549
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
184+ 0.52% |
$1.65K - $3.78K
|
35.7K
$43.5K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
181New |
$1.62K - $3.72K
|
181
$221
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
163+ 220.27% |
$1.46K - $3.35K
|
237
$289
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
135+ 9.12% |
$1.21K - $2.77K
|
1.62K
$1.97K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
120+ 19.05% |
$1.07K - $2.46K
|
750
$915
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
115+ 176.92% |
$1.03K - $2.36K
|
180
$220
|