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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 8.76% |
$930 - $2.38K
|
5.21K
$6.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-500- 31.25% |
$930 - $2.38K
|
1.1K
$1.29K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-570- 10.07% |
$1.06K - $2.71K
|
5.09K
$5.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-575- 51.99% |
$1.07K - $2.73K
|
531
$621
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-600- 4.58% |
$1.12K - $2.85K
|
12.5K
$14.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-700- 6.54% |
$1.3K - $3.33K
|
10K
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-750- 20.0% |
$1.4K - $3.56K
|
3K
$3.51K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-989- 90.82% |
$1.84K - $4.7K
|
100
$117
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1K- 41.67% |
$1.86K - $4.75K
|
1.4K
$1.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 36.36% |
$1.86K - $4.75K
|
1.75K
$2.05K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.05K- 0.29% |
$1.95K - $4.97K
|
366K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 25.66% |
$1.99K - $5.07K
|
3.09K
$3.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.27K- 3.67% |
$2.35K - $6.01K
|
33.2K
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.3K- 25.3% |
$2.42K - $6.19K
|
3.85K
$4.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.42K- 4.44% |
$2.63K - $6.73K
|
30.5K
$35.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.56K- 1.25% |
$2.9K - $7.41K
|
123K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 13.41% |
$2.91K - $7.44K
|
10.1K
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.81K- 2.9% |
$3.36K - $8.59K
|
60.5K
$70.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.8K- 10.27% |
$5.21K - $13.3K
|
24.5K
$28.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.81K- 18.4% |
$5.23K - $13.3K
|
12.5K
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.9K- 4.74% |
$5.38K - $13.8K
|
58.2K
$68.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.56K- 11.96% |
$6.62K - $16.9K
|
26.2K
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.63K- 3.24% |
$6.74K - $17.2K
|
108K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.72K- 10.66% |
$6.92K - $17.7K
|
31.2K
$36.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.85KClosed |
$7.16K - $18.3K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.93K- 26.94% |
$7.31K - $18.7K
|
10.7K
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.49K- 4.18% |
$8.35K - $21.3K
|
103K
$120K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.71K- 7.36% |
$8.76K - $22.4K
|
59.3K
$69.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.05K- 11.5% |
$9.39K - $24K
|
38.9K
$45.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.33K- 47.54% |
$9.92K - $25.3K
|
5.89K
$6.89K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-5.84K- 14.13% |
$10.9K - $27.7K
|
35.5K
$41.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.91K- 2.13% |
$11K - $28.1K
|
271K
$318K
|
|
|
Mar 14, 2024
Q4 2023
|
Scp Investment, LP
|
SELL
|
- |
-6K- 12.82% |
$11.2K - $28.5K
|
40.8K
$47.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Scp Investment, LP
|
SELL
|
- |
-6K- 12.82% |
$11.2K - $28.5K
|
40.8K
$47.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.2K- 11.79% |
$11.5K - $29.4K
|
46.3K
$54.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.2K- 31.98% |
$11.5K - $29.4K
|
13.2K
$15.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 21.09% |
$11.7K - $29.9K
|
23.5K
$27.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.9K- 27.92% |
$12.8K - $32.8K
|
17.8K
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-7.73K- 2.85% |
$14.4K - $36.7K
|
263K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.29K- 32.2% |
$15.4K - $39.4K
|
17.5K
$20.4K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-8.52K- 2.57% |
$15.8K - $40.5K
|
324K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.69K- 15.44% |
$16.2K - $41.3K
|
47.6K
$55.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.3K- 98.41% |
$17.3K - $44.2K
|
150
$176
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.44K- 32.25% |
$17.6K - $44.9K
|
19.8K
$23.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.46K- 40.66% |
$17.6K - $44.9K
|
13.8K
$16.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.82K- 2.74% |
$18.3K - $46.6K
|
348K
$408K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 32.86% |
$19.1K - $48.8K
|
21K
$24.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.5K- 10.19% |
$19.6K - $50.1K
|
93K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-11.4K- 50.97% |
$21.1K - $53.9K
|
10.9K
$12.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-13.8K- 52.92% |
$25.6K - $65.5K
|
12.3K
$14.4K
|