Purchases and Sales Made in Q2 2023 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2+ 0.01% |
$14.7 - $20.6
|
28.3K
$34.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 0.02% |
$36.8 - $51.6
|
31.6K
$38.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 2.91% |
$110 - $155
|
500
$610
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 0.35% |
$147 - $206
|
5.71K
$6.97K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25- 2.27% |
$184 - $258
|
1.08K
$1.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31- 44.29% |
$228 - $320
|
39
$47.6
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-80- 29.09% |
$589 - $825
|
195
$238
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-119- 5.28% |
$876 - $1.23K
|
2.14K
$2.61K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 9.03% |
$920 - $1.29K
|
1.26K
$1.54K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-125- 9.03% |
$920 - $1.29K
|
1.26K
$1.54K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-290- 73.05% |
$2.13K - $2.99K
|
107
$131
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-300- 66.67% |
$2.21K - $3.09K
|
150
$183
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 23.08% |
$2.21K - $3.09K
|
1K
$1.22K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-343- 0.85% |
$2.52K - $3.54K
|
40.2K
$49.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-350- 3.21% |
$2.58K - $3.61K
|
10.6K
$12.9K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-350- 28.81% |
$2.58K - $3.61K
|
865
$1.06K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-350- 81.4% |
$2.58K - $3.61K
|
80
$97.6
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 7.01% |
$3.09K - $4.33K
|
5.57K
$6.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-493- 80.95% |
$3.63K - $5.08K
|
116
$142
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-500- 55.56% |
$3.68K - $5.16K
|
400
$488
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$3.68K - $5.16K
|
800
$976
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-500- 44.6% |
$3.68K - $5.16K
|
621
$758
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-580- 2.37% |
$4.27K - $5.98K
|
23.9K
$29.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-678- 2.94% |
$4.99K - $6.99K
|
22.4K
$27.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-700- 14.87% |
$5.15K - $7.22K
|
4.01K
$4.89K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-737- 0.59% |
$5.42K - $7.6K
|
124K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-772- 3.6% |
$5.68K - $7.96K
|
20.6K
$25.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-800- 3.45% |
$5.89K - $8.25K
|
22.4K
$27.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-957- 5.85% |
$7.04K - $9.87K
|
15.4K
$18.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.38% |
$7.57K - $10.6K
|
29.4K
$35.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.33K- 50.0% |
$9.75K - $13.7K
|
1.33K
$1.62K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.38K- 51.02% |
$10.1K - $14.2K
|
1.32K
$1.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.38K- 17.43% |
$10.1K - $14.2K
|
6.51K
$7.95K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 6.98% |
$10.7K - $14.9K
|
19.3K
$23.5K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.5K- 1.79% |
$11K - $15.5K
|
82.4K
$100K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 4.35% |
$11.4K - $15.9K
|
34K
$41.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2.05K- 9.19% |
$15.1K - $21.1K
|
20.2K
$24.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.14K- 2.52% |
$15.7K - $22.1K
|
82.7K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.23K- 9.42% |
$16.4K - $22.9K
|
21.4K
$26.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.31K- 12.02% |
$17K - $23.8K
|
16.9K
$20.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.37K- 13.71% |
$24.8K - $34.7K
|
21.2K
$25.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.43K- 7.39% |
$25.2K - $35.3K
|
42.9K
$52.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.46K- 2.74% |
$25.4K - $35.6K
|
123K
$150K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.03KClosed |
$29.7K - $41.5K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.06K- 16.15% |
$29.8K - $41.8K
|
21.1K
$25.7K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.21K- 12.97% |
$31K - $43.4K
|
28.3K
$34.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.43K- 1.75% |
$32.6K - $45.7K
|
249K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.02K- 18.2% |
$36.9K - $51.7K
|
22.6K
$27.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.27K- 53.61% |
$38.8K - $54.4K
|
4.56K
$5.57K
|