Purchases and Sales Made in Q4 2021 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-200- 90.5% |
$3.55K - $5.54K
|
21
$25.6
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-200Closed |
$3.55K - $5.54K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-200Closed |
$3.55K - $5.54K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-204Closed |
$3.62K - $5.65K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-275Closed |
$4.88K - $7.61K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
SELL
|
- |
-500- 40.0% |
$8.88K - $13.8K
|
750
$915
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-587Closed |
$10.4K - $16.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-700Closed |
$12.4K - $19.4K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-779- 8.26% |
$13.8K - $21.6K
|
8.65K
$10.6K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-867- 71.24% |
$15.4K - $24K
|
350
$427
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-900- 22.5% |
$16K - $24.9K
|
3.1K
$3.78K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-979- 13.55% |
$17.4K - $27.1K
|
6.25K
$7.62K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1KClosed |
$17.8K - $27.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.09KClosed |
$19.4K - $30.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.3K- 61.9% |
$23.1K - $36K
|
800
$976
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.43KClosed |
$25.4K - $39.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.43K- 77.21% |
$25.4K - $39.6K
|
422
$515
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.08K- 2.47% |
$37K - $57.7K
|
82.3K
$100K
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.08KClosed |
$37K - $57.7K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 16.66% |
$48K - $74.8K
|
13.5K
$16.5K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.16K- 13.14% |
$56.1K - $87.5K
|
20.9K
$25.5K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.28K- 22.48% |
$58.3K - $90.8K
|
11.3K
$13.8K
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-3.85K- 7.61% |
$68.4K - $107K
|
46.8K
$57K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.95K- 2.16% |
$70.2K - $109K
|
179K
$218K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.95K- 12.11% |
$70.2K - $109K
|
28.7K
$35K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.29K- 88.93% |
$76.2K - $119K
|
534
$651
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.49K- 26.87% |
$79.7K - $124K
|
12.2K
$14.9K
|
|
Feb 14, 2022
Q4 2021
|
Southport Management, L.L.C.
Wilson, WY |
SELL
|
- |
-5K- 17.86% |
$88.8K - $138K
|
23K
$28.1K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.04K- 45.2% |
$89.6K - $140K
|
6.11K
$7.46K
|
|
Mar 14, 2022
Q4 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-5.23K- 43.21% |
$92.8K - $145K
|
6.87K
$8.38K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.49K- 33.12% |
$97.6K - $152K
|
11.1K
$13.5K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.53KClosed |
$134K - $208K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-8.77K- 24.89% |
$156K - $243K
|
26.5K
$32.3K
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10K- 66.67% |
$178K - $277K
|
5K
$6.1K
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-10.2K- 8.4% |
$180K - $281K
|
111K
$135K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.5KClosed |
$186K - $290K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-11.3KClosed |
$201K - $313K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6KClosed |
$206K - $322K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11.7KClosed |
$208K - $324K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-12.2KClosed |
$216K - $337K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-13.2KClosed |
$235K - $366K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-13.8KClosed |
$244K - $381K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-16.1KClosed |
$286K - $446K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-17.5KClosed |
$311K - $485K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-17.7KClosed |
$315K - $491K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.8KClosed |
$333K - $520K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-19.7K- 53.53% |
$350K - $545K
|
17.1K
$20.9K
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-20KClosed |
$355K - $554K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$362K - $564K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$432K - $674K
|
0
$0
|