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 65 institutions that hold shares in the stock, with a total of 53.3 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
13,200
shares
|
$114,048
0.01% of portfolio
|
Q2 2023
Reduced 34.33%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
13,154
shares
|
$113,650
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,156
shares
|
$96,387
0.01% of portfolio
|
Q1 2021
Reduced 89.05%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,485
shares
|
$21,470
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,100
shares
|
$9,504
0.0% of portfolio
|
Q4 2023
Reduced 31.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,063
shares
|
$9,184
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
875
shares
|
$7,560
0.0% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
775
shares
|
$6,696
0.0% of portfolio
|
Q2 2023
Added 158.33%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$6,048
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
700
shares
|
$6,048
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$5,184
0.0% of portfolio
|
Q1 2024
Reduced 88.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
600
shares
|
$5,184
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
558
shares
|
$4,821
0.0% of portfolio
|
Q2 2024
Added 116.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
520
shares
|
$4,492
0.0% of portfolio
|
Q4 2022
Reduced 3.17%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
500
shares
|
$4,320
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
385
shares
|
$3,326
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
350
shares
|
$3,024
0.0% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
350
shares
|
$3,024
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
275
shares
|
$2,376
0.0% of portfolio
|
Q2 2022
Reduced 51.75%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$1,728
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
195
shares
|
$1,684
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
142
shares
|
$1,226
0.0% of portfolio
|
Q2 2022
Reduced 9.55%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
133
shares
|
$1,149
0.0% of portfolio
|
Q3 2025
Reduced 99.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
130
shares
|
$1,123
0.0% of portfolio
|
Q4 2023
Added 30.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
110
shares
|
$950
0.0% of portfolio
|
Q2 2023
New holding
|
|