Purchases and Sales Made in Q3 2021 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.56K+ 23.39% |
$90.8K - $150K
|
24.1K
$27.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.72K+ 65.07% |
$74K - $123K
|
9.42K
$10.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.33K+ 164.04% |
$66.3K - $110K
|
5.36K
$6.16K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.22K+ 51.73% |
$64K - $106K
|
9.43K
$10.8K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.85K+ 13.77% |
$56.7K - $94K
|
23.6K
$27.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.53K+ 17.97% |
$50.3K - $83.3K
|
16.6K
$19.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.43KNew |
$48.5K - $80.3K
|
2.43K
$2.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.41K+ 13.61% |
$48K - $79.5K
|
20.1K
$23.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.4K+ 14.21% |
$47.8K - $79.2K
|
19.3K
$22.2K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.33KNew |
$46.4K - $76.8K
|
2.33K
$2.68K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2K+ 31.97% |
$43.7K - $72.4K
|
9.06K
$10.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.08KNew |
$41.5K - $68.7K
|
2.08K
$2.4K
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.08KNew |
$41.5K - $68.7K
|
2.08K
$2.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2KNew |
$39.8K - $66K
|
2K
$2.3K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2K+ 100.0% |
$39.8K - $66K
|
4K
$4.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.96K+ 13.76% |
$39K - $64.6K
|
16.2K
$18.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$38.5K - $63.8K
|
1.94K
$2.23K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.9K+ 64.98% |
$37.8K - $62.7K
|
4.82K
$5.55K
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.87K+ 8.32% |
$37.3K - $61.8K
|
24.4K
$28K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.87KNew |
$37.1K - $61.5K
|
1.87K
$2.14K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.79KNew |
$35.7K - $59.2K
|
1.79K
$2.06K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.79K+ 3.04% |
$35.6K - $58.9K
|
60.5K
$69.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 19.26% |
$32.5K - $53.8K
|
10.1K
$11.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.5KNew |
$29.9K - $49.5K
|
1.5K
$1.72K
|
|
|
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
1.48K+ 7.94% |
$29.4K - $48.7K
|
20.1K
$23.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
1.46K+ 2121.74% |
$29.1K - $48.3K
|
1.53K
$1.76K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.43KNew |
$28.5K - $47.2K
|
1.43K
$1.64K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.41K+ 83.99% |
$28.1K - $46.5K
|
3.09K
$3.55K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.37KNew |
$27.4K - $45.3K
|
1.37K
$1.58K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.25K+ 11.79% |
$24.9K - $41.2K
|
11.9K
$13.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.15KNew |
$22.9K - $37.9K
|
1.15K
$1.32K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1K+ 50000.0% |
$19.9K - $33K
|
1K
$1.15K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 66.67% |
$19.9K - $33K
|
2.5K
$2.88K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1KNew |
$19.9K - $33K
|
1K
$1.15K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
909+ 67.18% |
$18.1K - $30K
|
2.26K
$2.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
861+ 5.43% |
$17.1K - $28.4K
|
16.7K
$19.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
758+ 52.24% |
$15.1K - $25K
|
2.21K
$2.54K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
750+ 375.0% |
$14.9K - $24.7K
|
950
$1.09K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
750+ 150.0% |
$14.9K - $24.7K
|
1.25K
$1.44K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
700New |
$13.9K - $23.1K
|
700
$805
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
700New |
$13.9K - $23.1K
|
700
$805
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
554+ 4.97% |
$11K - $18.3K
|
11.7K
$13.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
529New |
$10.5K - $17.4K
|
529
$608
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
500New |
$9.96K - $16.5K
|
500
$575
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
500+ 132.98% |
$9.96K - $16.5K
|
876
$1.01K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
400New |
$7.96K - $13.2K
|
400
$460
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
400New |
$7.96K - $13.2K
|
400
$460
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
390New |
$7.76K - $12.9K
|
390
$448
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
368+ 16.0% |
$7.33K - $12.1K
|
2.67K
$3.07K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
367+ 59.77% |
$7.31K - $12.1K
|
981
$1.13K
|