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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
367+ 8.43% |
$7.31K - $12.1K
|
4.72K
$5.43K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
365+ 9.23% |
$7.27K - $12K
|
4.32K
$4.97K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
350+ 26.92% |
$6.97K - $11.5K
|
1.65K
$1.9K
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
343New |
$6.83K - $11.3K
|
343
$394
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
290New |
$5.77K - $9.56K
|
290
$334
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
275New |
$5.48K - $9.07K
|
275
$316
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
245+ 71.64% |
$4.88K - $8.08K
|
587
$675
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
230+ 201.75% |
$4.58K - $7.59K
|
344
$396
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
230+ 230.0% |
$4.58K - $7.59K
|
330
$379
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
220+ 176.0% |
$4.38K - $7.26K
|
345
$397
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
204New |
$4.06K - $6.73K
|
204
$235
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
200New |
$3.98K - $6.6K
|
200
$230
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
200New |
$3.98K - $6.6K
|
200
$230
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
200New |
$3.98K - $6.6K
|
200
$230
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163+ 1.42% |
$3.25K - $5.38K
|
11.6K
$13.4K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 76.8% |
$2.77K - $4.58K
|
320
$368
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
135+ 18.91% |
$2.69K - $4.45K
|
849
$976
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$2.67K - $4.42K
|
134
$154
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
101New |
$2.01K - $3.33K
|
101
$116
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100+ 32.15% |
$1.99K - $3.3K
|
411
$473
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 16.0% |
$1.99K - $3.3K
|
725
$834
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$1.99K - $3.3K
|
100
$115
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
80New |
$1.59K - $2.64K
|
80
$92
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52New |
$1.04K - $1.71K
|
52
$59.8
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
50New |
$996 - $1.65K
|
50
$57.5
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
43+ 43.0% |
$856 - $1.42K
|
143
$164
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
42New |
$836 - $1.39K
|
42
$48.3
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
39New |
$776 - $1.29K
|
39
$44.8
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
38New |
$757 - $1.25K
|
38
$43.7
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36New |
$717 - $1.19K
|
36
$41.4
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25+ 1.2% |
$498 - $824
|
2.1K
$2.42K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23New |
$458 - $759
|
23
$26.5
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21+ 10.5% |
$418 - $693
|
221
$254
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15New |
$299 - $495
|
15
$17.3
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9New |
$179 - $297
|
9
$10.4
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5New |
$99.6 - $165
|
5
$5.75
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-39- 11.68% |
$776 - $1.29K
|
295
$339
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-47Closed |
$936 - $1.55K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-76- 5.02% |
$1.51K - $2.51K
|
1.44K
$1.65K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95- 45.45% |
$1.89K - $3.13K
|
114
$131
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-100Closed |
$1.99K - $3.3K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-125Closed |
$2.49K - $4.12K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-167Closed |
$3.32K - $5.51K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-397- 25.38% |
$7.9K - $13.1K
|
1.17K
$1.34K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-400Closed |
$7.96K - $13.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-400Closed |
$7.96K - $13.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-458- 3.19% |
$9.12K - $15.1K
|
13.9K
$16K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$9.96K - $16.5K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-500Closed |
$9.96K - $16.5K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-524- 4.15% |
$10.4K - $17.3K
|
12.1K
$13.9K
|