Purchases and Sales Made in Q3 2023 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
344+ 0.13% |
$1.67K - $3.1K
|
270K
$259K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
327+ 1.11% |
$1.59K - $2.95K
|
29.8K
$28.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300+ 100.0% |
$1.46K - $2.71K
|
600
$576
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
300New |
$1.46K - $2.71K
|
300
$288
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
299+ 0.95% |
$1.45K - $2.7K
|
31.9K
$30.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
274+ 91.33% |
$1.33K - $2.47K
|
574
$551
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
204New |
$989 - $1.84K
|
204
$196
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179+ 122.6% |
$868 - $1.61K
|
325
$312
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
150+ 1.4% |
$728 - $1.35K
|
10.8K
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
146New |
$708 - $1.32K
|
146
$140
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 0.9% |
$631 - $1.17K
|
14.6K
$14K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
121New |
$587 - $1.09K
|
121
$116
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.66% |
$485 - $902
|
15.2K
$14.6K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
87+ 1.56% |
$422 - $785
|
5.66K
$5.43K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
71New |
$344 - $640
|
71
$68.2
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
58+ 0.17% |
$281 - $523
|
34K
$32.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
50New |
$242 - $451
|
50
$48
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50+ 5.78% |
$242 - $451
|
915
$878
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
50+ 0.28% |
$242 - $451
|
18.2K
$17.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50+ 100.0% |
$242 - $451
|
100
$96
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 3.57% |
$218 - $406
|
1.3K
$1.25K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 3.57% |
$218 - $406
|
1.3K
$1.25K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
44+ 220.0% |
$213 - $397
|
64
$61.4
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
44+ 220.0% |
$213 - $397
|
64
$61.4
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
40New |
$194 - $361
|
40
$38.4
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
36+ 0.32% |
$175 - $325
|
11.2K
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
34+ 1.59% |
$165 - $307
|
2.17K
$2.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
31+ 0.02% |
$150 - $280
|
137K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
25+ 64.1% |
$121 - $226
|
64
$61.4
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 0.55% |
$107 - $198
|
4.03K
$3.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
18+ 58.06% |
$87.3 - $162
|
49
$47
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 12.32% |
$82.4 - $153
|
155
$149
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.3% |
$67.9 - $126
|
1.09K
$1.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7New |
$33.9 - $63.1
|
7
$6.72
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4- 0.08% |
$19.4 - $36.1
|
5.19K
$4.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 1.98% |
$126 - $235
|
1.28K
$1.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45- 1.03% |
$218 - $406
|
4.31K
$4.14K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 0.17% |
$218 - $406
|
25.7K
$24.7K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-50Closed |
$242 - $451
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-69- 25.65% |
$335 - $622
|
200
$192
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-94- 22.6% |
$456 - $848
|
322
$309
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 0.45% |
$485 - $902
|
22.3K
$21.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-114- 98.28% |
$553 - $1.03K
|
2
$1.92
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-153- 1.47% |
$742 - $1.38K
|
10.3K
$9.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-196- 0.69% |
$951 - $1.77K
|
28.1K
$27K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-250- 40.26% |
$1.21K - $2.26K
|
371
$356
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-271- 1.29% |
$1.31K - $2.44K
|
20.8K
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-365- 16.46% |
$1.77K - $3.29K
|
1.85K
$1.78K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-391- 14.17% |
$1.9K - $3.53K
|
2.37K
$2.27K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-400- 8.77% |
$1.94K - $3.61K
|
4.16K
$4K
|