Purchases and Sales Made in Q4 2022 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q4 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 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.43K+ 125.65% |
$20K - $39.6K
|
4.36K
$4.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.41K+ 5.13% |
$19.8K - $39.2K
|
49.3K
$53.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 21.21% |
$19.8K - $39.1K
|
13.7K
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.39K+ 66.71% |
$19.7K - $39K
|
5.98K
$6.45K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.3KNew |
$19K - $37.5K
|
2.3K
$2.48K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
2.24KNew |
$18.5K - $36.6K
|
2.24K
$2.42K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
2.17K+ 3.63% |
$17.9K - $35.3K
|
61.8K
$66.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.16KNew |
$17.8K - $35.2K
|
2.16K
$2.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.99K+ 305.38% |
$16.4K - $32.4K
|
2.64K
$2.85K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.95KNew |
$16.1K - $31.8K
|
1.95K
$2.11K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.89K+ 1.03% |
$15.6K - $30.8K
|
185K
$200K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.62K+ 12.5% |
$13.3K - $26.4K
|
14.6K
$15.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49K+ 6.52% |
$12.3K - $24.4K
|
24.4K
$26.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.49K+ 7.46% |
$12.3K - $24.3K
|
21.5K
$23.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.41K+ 4.17% |
$11.6K - $22.9K
|
35.1K
$37.9K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.4K+ 875.0% |
$11.6K - $22.8K
|
1.56K
$1.68K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$10.8K - $21.4K
|
1.32K
$1.42K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.3K+ 7.66% |
$10.7K - $21.2K
|
18.3K
$19.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.3KNew |
$10.7K - $21.1K
|
1.3K
$1.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.25K+ 10.58% |
$10.3K - $20.4K
|
13.1K
$14.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.23KNew |
$10.2K - $20.1K
|
1.23K
$1.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 0.25% |
$9.96K - $19.7K
|
486K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.12KNew |
$9.25K - $18.3K
|
1.12K
$1.21K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.1KNew |
$9.08K - $17.9K
|
1.1K
$1.19K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.1K+ 5.22% |
$9.08K - $17.9K
|
22.2K
$23.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1KNew |
$8.25K - $16.3K
|
1K
$1.08K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
972+ 2.28% |
$8.02K - $15.9K
|
43.7K
$47.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
970+ 273.24% |
$8K - $15.8K
|
1.33K
$1.43K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
914+ 1.61% |
$7.54K - $14.9K
|
57.8K
$62.4K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
901+ 2.68% |
$7.43K - $14.7K
|
34.5K
$37.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
900+ 7.87% |
$7.43K - $14.7K
|
12.3K
$13.3K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
900New |
$7.43K - $14.7K
|
900
$972
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
887New |
$7.32K - $14.5K
|
887
$958
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
812+ 270.67% |
$6.7K - $13.2K
|
1.11K
$1.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
805+ 402.5% |
$6.64K - $13.1K
|
1.01K
$1.09K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
797New |
$6.58K - $13K
|
797
$861
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
688+ 15.96% |
$5.68K - $11.2K
|
5K
$5.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
679New |
$5.6K - $11.1K
|
679
$733
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
669+ 21.35% |
$5.52K - $10.9K
|
3.8K
$4.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
550New |
$4.54K - $8.97K
|
550
$594
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.13K - $8.15K
|
500
$540
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
500+ 50.0% |
$4.13K - $8.15K
|
1.5K
$1.62K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
500+ 43.48% |
$4.13K - $8.15K
|
1.65K
$1.78K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500+ 20.0% |
$4.13K - $8.15K
|
3K
$3.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
417New |
$3.44K - $6.8K
|
417
$450
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
409+ 0.01% |
$3.37K - $6.67K
|
5.76M
$6.22M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400+ 100.0% |
$3.3K - $6.52K
|
800
$864
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
400+ 200.0% |
$3.3K - $6.52K
|
600
$648
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
390New |
$3.22K - $6.36K
|
390
$421
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350New |
$2.89K - $5.71K
|
350
$378
|