Purchases and Sales Made in Q4 2023 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.6KNew |
$19.7K - $50.3K
|
10.6K
$12.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10K+ 58.28% |
$18.6K - $47.5K
|
27.2K
$31.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10K+ 100.0% |
$18.6K - $47.5K
|
20K
$23.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
8.99K+ 30.88% |
$16.7K - $42.7K
|
38.1K
$44.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.2K+ 27.75% |
$15.3K - $39K
|
37.8K
$44.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.12KNew |
$15.1K - $38.6K
|
8.12K
$9.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.04K+ 2.86% |
$14.9K - $38.2K
|
289K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7.92K+ 728.15% |
$14.7K - $37.6K
|
9K
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.75K+ 8.7% |
$14.4K - $36.8K
|
96.8K
$113K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6.83K+ 5.61% |
$12.7K - $32.4K
|
129K
$150K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
6.52K+ 5.41% |
$12.1K - $31K
|
127K
$149K
|
|
|
Feb 02, 2024
Q4 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
6.38K+ 46.79% |
$11.9K - $30.3K
|
20K
$23.4K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6.21K+ 34.16% |
$11.5K - $29.5K
|
24.4K
$28.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.95K+ 321.38% |
$11.1K - $28.3K
|
7.8K
$9.13K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.5K+ 687.5% |
$10.2K - $26.1K
|
6.3K
$7.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.11K+ 391.95% |
$9.51K - $24.3K
|
6.42K
$7.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.09K+ 34.22% |
$9.46K - $24.2K
|
19.9K
$23.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.91K+ 3.74% |
$9.13K - $23.3K
|
136K
$159K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.71K+ 1191.14% |
$8.75K - $22.3K
|
5.1K
$5.97K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.51K+ 35.07% |
$8.4K - $21.4K
|
17.4K
$20.3K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.81K+ 64.55% |
$7.08K - $18.1K
|
9.7K
$11.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.61K+ 89.55% |
$6.71K - $17.1K
|
7.64K
$8.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
3.24KNew |
$6.03K - $15.4K
|
3.24K
$3.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.23KNew |
$6K - $15.3K
|
3.23K
$3.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.1K+ 28.6% |
$5.77K - $14.7K
|
13.9K
$16.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.08KNew |
$5.72K - $14.6K
|
3.08K
$3.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3K+ 28.3% |
$5.58K - $14.3K
|
13.6K
$15.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.96KNew |
$5.51K - $14.1K
|
2.96K
$3.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.78KNew |
$5.17K - $13.2K
|
2.78K
$3.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 163.3% |
$4.99K - $12.7K
|
4.33K
$5.06K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.5K+ 147.06% |
$4.65K - $11.9K
|
4.2K
$4.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.46K+ 5.08% |
$4.58K - $11.7K
|
50.9K
$59.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.26K+ 21.95% |
$4.2K - $10.7K
|
12.5K
$14.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2KNew |
$3.72K - $9.5K
|
2K
$2.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2K+ 84.57% |
$3.72K - $9.5K
|
4.37K
$5.11K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2K+ 1.58% |
$3.72K - $9.5K
|
128K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.8K+ 11.84% |
$3.35K - $8.55K
|
17K
$19.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.74K+ 3.76% |
$3.24K - $8.27K
|
48K
$56.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.56K+ 2.48% |
$2.9K - $7.4K
|
64.3K
$75.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.52KNew |
$2.83K - $7.24K
|
1.52K
$1.78K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.42K+ 10.07% |
$2.65K - $6.76K
|
15.6K
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.33K+ 5.55% |
$2.47K - $6.31K
|
25.3K
$29.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.31K+ 101.79% |
$2.43K - $6.21K
|
2.59K
$3.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.23K+ 9.99% |
$2.28K - $5.83K
|
13.5K
$15.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.1K+ 2.97% |
$2.04K - $5.2K
|
38K
$44.5K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$1.86K - $4.75K
|
1K
$1.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$1.86K - $4.75K
|
1K
$1.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
863+ 31.96% |
$1.61K - $4.1K
|
3.56K
$4.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
837+ 155.58% |
$1.56K - $3.98K
|
1.38K
$1.61K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
800+ 4.98% |
$1.49K - $3.8K
|
16.9K
$19.7K
|