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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$895 - $2.05K
|
100
$117
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 100.0% |
$895 - $2.05K
|
200
$234
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100+ 18.18% |
$895 - $2.05K
|
650
$761
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$895 - $2.05K
|
100
$117
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100+ 100.0% |
$895 - $2.05K
|
200
$234
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
66+ 0.15% |
$591 - $1.36K
|
44.5K
$52.1K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
38New |
$340 - $781
|
38
$44.5
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
35+ 1750.0% |
$313 - $719
|
37
$43.3
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
27+ 6.75% |
$242 - $555
|
427
$500
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
25New |
$224 - $514
|
25
$29.3
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
16+ 0.02% |
$143 - $329
|
84K
$98.3K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 300.0% |
$134 - $308
|
20
$23.4
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
13+ 2.58% |
$116 - $267
|
517
$605
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10+ 40.0% |
$89.5 - $205
|
35
$40.9
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10+ 37.04% |
$89.5 - $205
|
37
$43.3
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9+ 0.03% |
$80.6 - $185
|
31.8K
$37.2K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$35.8 - $82.2
|
4
$4.68
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$17.9 - $41.1
|
2
$2.34
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.07% |
$8.95 - $20.5
|
1.52K
$1.77K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 33.33% |
$89.5 - $205
|
20
$23.4
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-15- 9.55% |
$134 - $308
|
142
$166
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30- 0.27% |
$269 - $616
|
11.3K
$13.2K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-40Closed |
$358 - $822
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-42Closed |
$376 - $863
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-50- 2.09% |
$447 - $1.03K
|
2.34K
$2.74K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-68- 53.13% |
$609 - $1.4K
|
60
$70.2
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-73Closed |
$653 - $1.5K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-78- 12.36% |
$698 - $1.6K
|
553
$647
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-91Closed |
$814 - $1.87K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 13.22% |
$841 - $1.93K
|
617
$722
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-100Closed |
$895 - $2.05K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-125- 38.46% |
$1.12K - $2.57K
|
200
$234
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-130Closed |
$1.16K - $2.67K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-148- 0.57% |
$1.32K - $3.04K
|
25.8K
$30.2K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-150Closed |
$1.34K - $3.08K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-190Closed |
$1.7K - $3.9K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200Closed |
$1.79K - $4.11K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-248- 12.73% |
$2.22K - $5.09K
|
1.7K
$1.99K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-295- 51.75% |
$2.64K - $6.06K
|
275
$322
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 13.79% |
$3.58K - $8.22K
|
2.5K
$2.93K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 27.59% |
$3.58K - $8.22K
|
1.05K
$1.23K
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-412- 4.54% |
$3.69K - $8.46K
|
8.66K
$10.1K
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-437- 8.33% |
$3.91K - $8.98K
|
4.81K
$5.63K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-545Closed |
$4.88K - $11.2K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-550- 4.8% |
$4.92K - $11.3K
|
10.9K
$12.8K
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-606- 9.47% |
$5.42K - $12.4K
|
5.79K
$6.78K
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-686- 4.4% |
$6.14K - $14.1K
|
14.9K
$17.4K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-788- 15.41% |
$7.05K - $16.2K
|
4.33K
$5.06K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-850- 47.35% |
$7.61K - $17.5K
|
945
$1.11K
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-882- 5.21% |
$7.89K - $18.1K
|
16.1K
$18.8K
|