Institutional Ownership Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT). We have compiled data on the 372 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
500
shares
|
$480
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
500
shares
|
$480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
500
shares
|
$480
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
500
shares
|
$480
0.0% of portfolio
|
Q3 2024
Reduced 80.47%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
430
shares
|
$412
0.0% of portfolio
|
Q1 2022
Reduced 81.4%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
400
shares
|
$384
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
400
shares
|
$384
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
390
shares
|
$374
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
385
shares
|
$369
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
350
shares
|
$336
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
334
shares
|
$320
0.0% of portfolio
|
Q3 2024
Reduced 98.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
325
shares
|
$312
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
318
shares
|
$305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
311
shares
|
$298
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
310
shares
|
$297
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
300
shares
|
$288
0.0% of portfolio
|
Q1 2024
Reduced 47.74%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
295
shares
|
$283
0.0% of portfolio
|
Q4 2024
Reduced 18.28%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
275
shares
|
$264
0.0% of portfolio
|
Q2 2022
Reduced 51.75%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
273
shares
|
$262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
260
shares
|
$249
0.0% of portfolio
|
Q3 2024
Reduced 45.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
228
shares
|
$218
0.0% of portfolio
|
Q3 2024
Reduced 28.97%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
225
shares
|
$216
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
224
shares
|
$215
0.0% of portfolio
|
Q1 2023
Added 72.31%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
208
shares
|
$199
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$192
0.0% of portfolio
|
Q2 2021
New holding
|