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 361 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
13,200
shares
|
$9,240
0.0% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
13,200
shares
|
$9,240
0.01% of portfolio
|
Q2 2023
Reduced 34.33%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,169
shares
|
$9,218
0.0% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
13,154
shares
|
$9,207
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
13,074
shares
|
$9,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$9,100
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
12,992
shares
|
$9,094
0.0% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
12,690
shares
|
$8,883
0.02% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,368
shares
|
$8,657
0.0% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,260
shares
|
$8,582
0.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
12,221
shares
|
$8,554
0.0% of portfolio
|
Q2 2024
Reduced 48.08%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
12,000
shares
|
$8,400
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,000
shares
|
$8,400
0.0% of portfolio
|
Q4 2024
Reduced 70.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,739
shares
|
$8,217
0.0% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
11,609
shares
|
$8,126
0.0% of portfolio
|
Q4 2024
Reduced 93.87%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,332
shares
|
$7,932
0.0% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,156
shares
|
$7,809
0.01% of portfolio
|
Q1 2021
Reduced 89.05%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,052
shares
|
$7,736
0.0% of portfolio
|
Q4 2024
Reduced 73.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,985
shares
|
$7,689
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
10,950
shares
|
$7,664
0.0% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
10,186
shares
|
$7,130
0.0% of portfolio
|
Q4 2024
Reduced 40.24%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$7,000
0.0% of portfolio
|
Q4 2024
Added 40.85%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$7,000
0.0% of portfolio
|
Q4 2023
Reduced 6.54%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$7,000
0.0% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
9,638
shares
|
$6,746
0.0% of portfolio
|
Q4 2024
Added 7.58%
|