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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
800New |
$1.49K - $3.8K
|
800
$936
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
745+ 0.36% |
$1.39K - $3.54K
|
208K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
655+ 5.15% |
$1.22K - $3.11K
|
13.4K
$15.7K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
600New |
$1.12K - $2.85K
|
600
$702
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
564New |
$1.05K - $2.68K
|
564
$660
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
487New |
$906 - $2.31K
|
487
$570
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
455+ 6.81% |
$846 - $2.16K
|
7.14K
$8.35K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
410+ 577.46% |
$763 - $1.95K
|
481
$563
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
400New |
$744 - $1.9K
|
400
$468
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
388New |
$722 - $1.84K
|
388
$454
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
374New |
$696 - $1.78K
|
374
$438
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
354+ 3.15% |
$658 - $1.68K
|
11.6K
$13.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
350New |
$651 - $1.66K
|
350
$410
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
246+ 1.34% |
$458 - $1.17K
|
18.6K
$21.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
224+ 153.42% |
$417 - $1.06K
|
370
$433
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
218+ 340.63% |
$405 - $1.04K
|
282
$330
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 43.6% |
$405 - $1.04K
|
718
$840
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
218+ 340.63% |
$405 - $1.04K
|
282
$330
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
200New |
$372 - $950
|
200
$234
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
200New |
$372 - $950
|
200
$234
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
195New |
$363 - $926
|
195
$228
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
195New |
$363 - $926
|
195
$228
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
162+ 162.0% |
$301 - $770
|
262
$307
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
150+ 75.0% |
$279 - $713
|
350
$410
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$186 - $475
|
100
$117
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
100New |
$186 - $475
|
100
$117
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 23.69% |
$143 - $366
|
402
$470
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
65+ 1.51% |
$121 - $309
|
4.38K
$5.12K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
44+ 0.05% |
$81.8 - $209
|
85.6K
$100K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40New |
$74.4 - $190
|
40
$46.8
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 30.0% |
$55.8 - $143
|
130
$152
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 1.77% |
$55.8 - $143
|
1.72K
$2.02K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30+ 30.0% |
$55.8 - $143
|
130
$152
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
17+ 1700.0% |
$31.6 - $80.8
|
18
$21.1
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$18.6 - $47.5
|
10
$11.7
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$3.72 - $9.5
|
2
$2.34
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$1.86 - $4.75
|
1
$1.17
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1New |
$1.86 - $4.75
|
1
$1.17
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 10.97% |
$31.6 - $80.8
|
138
$161
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-27- 6.32% |
$50.2 - $128
|
400
$468
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 43.48% |
$93 - $238
|
65
$76.1
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-64- 2.95% |
$119 - $304
|
2.11K
$2.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-128- 6.94% |
$238 - $608
|
1.72K
$2.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-144- 0.11% |
$268 - $684
|
136K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-220- 0.78% |
$409 - $1.05K
|
27.9K
$32.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-239- 10.09% |
$445 - $1.14K
|
2.13K
$2.49K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-275- 1.22% |
$512 - $1.31K
|
22.3K
$26.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-347- 78.86% |
$645 - $1.65K
|
93
$109
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-397- 53.5% |
$738 - $1.89K
|
345
$404
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-430- 27.53% |
$800 - $2.04K
|
1.13K
$1.32K
|