Purchases and Sales Made in Q3 2023 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.35K+ 6.11% |
$25.9K - $48.3K
|
92.9K
$60.4K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.15KNew |
$25K - $46.5K
|
5.15K
$3.35K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.69K+ 1.49% |
$22.8K - $42.3K
|
321K
$208K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.54K+ 15.15% |
$22K - $40.9K
|
34.5K
$22.4K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.97KNew |
$19.3K - $35.8K
|
3.97K
$2.58K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.7K+ 9.2% |
$17.9K - $33.4K
|
43.9K
$28.5K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
3.44K+ 13.52% |
$16.7K - $31K
|
28.9K
$18.8K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.28K+ 32.59% |
$15.9K - $29.6K
|
13.3K
$8.67K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.06K+ 16.32% |
$14.8K - $27.6K
|
21.8K
$14.2K
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.02K+ 19.72% |
$14.7K - $27.3K
|
18.4K
$11.9K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.8K+ 10.47% |
$13.6K - $25.3K
|
29.6K
$19.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.79K+ 4.64% |
$13.5K - $25.1K
|
62.8K
$40.8K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$11.5K - $21.3K
|
2.37K
$1.54K
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.35K+ 2.34% |
$11.4K - $21.2K
|
103K
$66.8K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.07K+ 9.75% |
$10K - $18.7K
|
23.3K
$15.1K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.98K+ 3.19% |
$9.59K - $17.8K
|
64K
$41.6K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.84KNew |
$8.94K - $16.6K
|
1.84K
$1.2K
|
|
Nov 13, 2023
Q3 2023
|
Baillie Gifford & CO
|
BUY
|
- |
1.82K+ 0.03% |
$8.8K - $16.4K
|
5.76M
$3.74M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.77K+ 1.32% |
$8.56K - $15.9K
|
136K
$88.4K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.7K+ 14.87% |
$8.22K - $15.3K
|
13.1K
$8.51K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.68K+ 33.62% |
$8.15K - $15.2K
|
6.68K
$4.34K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.56KNew |
$7.58K - $14.1K
|
1.56K
$1.02K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.53K+ 6.84% |
$7.44K - $13.8K
|
23.9K
$15.6K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.51K+ 1.53% |
$7.32K - $13.6K
|
100K
$65.2K
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.44K+ 5.18% |
$6.96K - $12.9K
|
29.1K
$18.9K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.44K+ 6.49% |
$6.96K - $12.9K
|
23.5K
$15.3K
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.42KNew |
$6.87K - $12.8K
|
1.42K
$921
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.4K+ 3.51% |
$6.8K - $12.6K
|
41.3K
$26.8K
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.19K+ 6.91% |
$5.76K - $10.7K
|
18.4K
$11.9K
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.19K+ 6.91% |
$5.76K - $10.7K
|
18.4K
$11.9K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.13KNew |
$5.48K - $10.2K
|
1.13K
$735
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.1K+ 9.85% |
$5.34K - $9.94K
|
12.3K
$7.99K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 220.0% |
$5.34K - $9.92K
|
1.6K
$1.04K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.1K+ 183.33% |
$5.34K - $9.92K
|
1.7K
$1.11K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1K+ 9.09% |
$4.85K - $9.02K
|
12K
$7.8K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
974+ 145.59% |
$4.72K - $8.79K
|
1.64K
$1.07K
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
867+ 0.72% |
$4.2K - $7.82K
|
120K
$78.3K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
819+ 3.43% |
$3.97K - $7.39K
|
24.7K
$16.1K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
750New |
$3.64K - $6.77K
|
750
$488
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
750+ 25.0% |
$3.64K - $6.77K
|
3.75K
$2.44K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
683New |
$3.31K - $6.16K
|
683
$444
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
621New |
$3.01K - $5.6K
|
621
$404
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
600New |
$2.91K - $5.41K
|
600
$390
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
575+ 108.29% |
$2.79K - $5.19K
|
1.11K
$719
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
500+ 0.4% |
$2.43K - $4.51K
|
126K
$82.2K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
466+ 1.59% |
$2.26K - $4.2K
|
29.8K
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
445New |
$2.16K - $4.01K
|
445
$289
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
432+ 407.55% |
$2.1K - $3.9K
|
538
$350
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
381+ 0.18% |
$1.85K - $3.44K
|
208K
$135K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
351+ 0.28% |
$1.7K - $3.17K
|
125K
$80.9K
|