Purchases and Sales Made in Q3 2022 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$93
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$93
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$93
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
69+ 34.5% |
$782 - $1.33K
|
269
$250
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60+ 60.0% |
$680 - $1.16K
|
160
$149
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
60+ 0.76% |
$680 - $1.16K
|
7.92K
$7.37K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.45% |
$578 - $982
|
11.5K
$10.7K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
50+ 76.92% |
$567 - $963
|
115
$107
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
44+ 2.59% |
$499 - $847
|
1.74K
$1.62K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 0.4% |
$227 - $385
|
5.02K
$4.67K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 0.42% |
$181 - $308
|
3.82K
$3.55K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.56% |
$113 - $193
|
653
$607
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 55.56% |
$56.7 - $96.3
|
14
$13
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.32% |
$22.7 - $38.5
|
619
$576
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.19% |
$11.3 - $19.3
|
518
$482
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 45.0% |
$102 - $173
|
11
$10.2
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-45- 11.25% |
$510 - $866
|
355
$330
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-63- 13.46% |
$714 - $1.21K
|
405
$377
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-84- 15.88% |
$953 - $1.62K
|
445
$414
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-147- 1.44% |
$1.67K - $2.83K
|
10.1K
$9.39K
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.25% |
$1.7K - $2.89K
|
60.8K
$56.6K
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
SELL
|
- |
-200- 0.4% |
$2.27K - $3.85K
|
50.2K
$46.7K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-225- 38.46% |
$2.55K - $4.33K
|
360
$335
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-232- 1.21% |
$2.63K - $4.47K
|
18.9K
$17.6K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-350- 81.4% |
$3.97K - $6.74K
|
80
$74.4
|
|
Oct 12, 2022
Q3 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-420- 0.39% |
$4.76K - $8.09K
|
106K
$98.8K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-654- 39.54% |
$7.42K - $12.6K
|
1K
$930
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-698- 2.96% |
$7.92K - $13.4K
|
22.9K
$21.3K
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-700- 6.14% |
$7.94K - $13.5K
|
10.7K
$9.95K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-733- 1.07% |
$8.31K - $14.1K
|
68.1K
$63.3K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-744- 3.93% |
$8.44K - $14.3K
|
18.2K
$16.9K
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-906- 9.51% |
$10.3K - $17.4K
|
8.62K
$8.02K
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1K- 26.16% |
$11.3K - $19.3K
|
2.82K
$2.62K
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-1K- 7.26% |
$11.3K - $19.3K
|
12.8K
$11.9K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.03K- 6.8% |
$11.7K - $19.8K
|
14.1K
$13.1K
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 0.25% |
$13.7K - $23.2K
|
485K
$451K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.29K- 5.26% |
$14.7K - $24.9K
|
23.3K
$21.7K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.31K- 15.42% |
$14.8K - $25.2K
|
7.18K
$6.67K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.59K- 6.16% |
$18.1K - $30.7K
|
24.3K
$22.6K
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.66K- 5.18% |
$18.8K - $31.9K
|
30.4K
$28.2K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.91KClosed |
$21.6K - $36.7K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 6.83% |
$27.9K - $47.4K
|
33.6K
$31.3K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.65K- 5.95% |
$30K - $50.9K
|
41.8K
$38.9K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.95K- 10.54% |
$33.5K - $56.8K
|
25.1K
$23.3K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.62K- 22.43% |
$41K - $69.6K
|
12.5K
$11.6K
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4K- 19.51% |
$45.4K - $77K
|
16.5K
$15.3K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.62K- 22.18% |
$52.3K - $88.8K
|
16.2K
$15.1K
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-4.82K- 8.21% |
$54.7K - $92.8K
|
53.9K
$50.1K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.41K- 12.04% |
$72.7K - $123K
|
46.9K
$43.6K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.66K- 2.72% |
$75.5K - $128K
|
238K
$222K
|