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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-419- 2.38% |
$2.03K - $3.78K
|
17.2K
$18.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-500- 3.02% |
$2.43K - $4.51K
|
16.1K
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-564- 0.21% |
$2.74K - $5.09K
|
271K
$292K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-660- 50.0% |
$3.2K - $5.95K
|
660
$713
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1K- 4.94% |
$4.85K - $9.02K
|
19.2K
$20.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.2K- 9.25% |
$5.81K - $10.8K
|
11.7K
$12.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 6.47% |
$6.05K - $11.3K
|
18.1K
$19.5K
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-1.39K- 2.57% |
$6.76K - $12.6K
|
52.8K
$57K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 66.9% |
$7.27K - $13.5K
|
742
$801
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.69K- 4.61% |
$8.19K - $15.2K
|
34.9K
$37.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.03K- 9.46% |
$9.82K - $18.3K
|
19.4K
$20.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.04K- 12.07% |
$9.89K - $18.4K
|
14.9K
$16K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.21K- 12.64% |
$10.7K - $19.9K
|
15.3K
$16.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.5K- 55.56% |
$12.1K - $22.6K
|
2K
$2.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 69.97% |
$12.9K - $24K
|
1.14K
$1.23K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3K- 5.66% |
$14.6K - $27.1K
|
50K
$54K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.41K- 20.96% |
$16.6K - $30.8K
|
12.9K
$13.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.44K- 84.49% |
$16.7K - $31.1K
|
632
$683
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.65K- 25.93% |
$17.7K - $32.9K
|
10.4K
$11.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.75K- 57.58% |
$18.2K - $33.8K
|
2.76K
$2.98K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.37K- 7.68% |
$21.2K - $39.4K
|
52.5K
$56.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.79K- 6.01% |
$23.2K - $43.2K
|
74.9K
$80.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.8K- 3.79% |
$23.3K - $43.3K
|
122K
$131K
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.8K- 3.79% |
$23.3K - $43.3K
|
122K
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5K- 10.0% |
$24.3K - $45.1K
|
45K
$48.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.65K- 11.55% |
$27.4K - $51K
|
43.3K
$46.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.73K- 20.24% |
$27.8K - $51.6K
|
22.6K
$24.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.75K- 8.6% |
$27.9K - $51.9K
|
61.1K
$66K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.57K- 2.0% |
$36.7K - $68.3K
|
371K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.01K- 32.52% |
$38.8K - $72.3K
|
16.6K
$18K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-8.49K- 2.49% |
$41.2K - $76.6K
|
332K
$359K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.24K- 23.98% |
$44.8K - $83.3K
|
29.3K
$31.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.51K- 37.93% |
$46.1K - $85.7K
|
15.6K
$16.8K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.68K- 76.43% |
$47K - $87.3K
|
2.99K
$3.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.9K- 32.32% |
$52.9K - $98.4K
|
22.9K
$24.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.8K- 2.72% |
$57.2K - $106K
|
422K
$456K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 17.58% |
$58.2K - $108K
|
56.3K
$60.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.4K- 16.63% |
$60.3K - $112K
|
62.3K
$67.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13K- 44.99% |
$62.8K - $117K
|
15.8K
$17.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 53.36% |
$64.8K - $121K
|
11.7K
$12.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.7K- 39.34% |
$71.1K - $132K
|
22.6K
$24.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-15K- 8.24% |
$72.7K - $135K
|
167K
$180K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 12.56% |
$74.8K - $139K
|
107K
$116K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-16.5K- 55.93% |
$80K - $149K
|
13K
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.2K- 80.27% |
$92.9K - $173K
|
4.71K
$5.09K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-19.6K- 23.77% |
$94.9K - $177K
|
62.8K
$67.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Southport Management, L.L.C.
Wilson, WY |
SELL
|
- |
-25K- 36.76% |
$121K - $226K
|
43K
$46.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-25K- 53.43% |
$121K - $226K
|
21.8K
$23.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.9K- 39.57% |
$135K - $252K
|
42.6K
$46K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.5K- 10.19% |
$153K - $284K
|
277K
$299K
|