Purchases and Sales Made in Q4 2022 in Charge Point Holdings, Inc. (CHPT)
This table provides information about the institutional ownership of Charge Point Holdings, Inc. (CHPT) during Q4 2022. 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 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
350New |
$2.89K - $5.71K
|
350
$228
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
311New |
$2.57K - $5.07K
|
311
$202
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
300New |
$2.48K - $4.89K
|
300
$195
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
300New |
$2.48K - $4.89K
|
300
$195
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
224+ 0.92% |
$1.85K - $3.65K
|
24.5K
$15.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
203New |
$1.67K - $3.31K
|
203
$132
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$1.65K - $3.26K
|
200
$130
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
180+ 0.2% |
$1.49K - $2.94K
|
92K
$59.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 1.49% |
$1.41K - $2.79K
|
11.7K
$7.58K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
153+ 4.01% |
$1.26K - $2.5K
|
3.97K
$2.58K
|
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
152+ 0.22% |
$1.25K - $2.48K
|
68.4K
$44.5K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
130New |
$1.07K - $2.12K
|
130
$84.5
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
123New |
$1.01K - $2.01K
|
123
$80
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
115+ 31.94% |
$949 - $1.88K
|
475
$309
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
100New |
$825 - $1.63K
|
100
$65
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
100+ 100.0% |
$825 - $1.63K
|
200
$130
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$825 - $1.63K
|
100
$65
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
60New |
$495 - $979
|
60
$39
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
58+ 9.37% |
$479 - $946
|
677
$440
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 9.05% |
$454 - $897
|
663
$431
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
55+ 6.4% |
$454 - $897
|
915
$595
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
50New |
$413 - $815
|
50
$32.5
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50New |
$413 - $815
|
50
$32.5
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 1.23% |
$404 - $799
|
4.03K
$2.62K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
31New |
$256 - $506
|
31
$20.2
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 31.0% |
$256 - $506
|
131
$85.2
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25+ 227.27% |
$206 - $408
|
36
$23.4
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$206 - $408
|
25
$16.3
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22New |
$182 - $359
|
22
$14.3
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
22New |
$182 - $359
|
22
$14.3
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
20New |
$165 - $326
|
20
$13
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
17New |
$140 - $277
|
17
$11.1
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 10.0% |
$82.5 - $163
|
110
$71.5
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$82.5 - $163
|
10
$6.5
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5+ 4.76% |
$41.3 - $81.6
|
110
$71.5
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 7.14% |
$8.25 - $16.3
|
15
$9.75
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17- 3.17% |
$140 - $277
|
520
$338
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20- 0.4% |
$165 - $326
|
5K
$3.25K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-36- 0.23% |
$297 - $587
|
15.3K
$9.94K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-43- 1.1% |
$355 - $701
|
3.88K
$2.52K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-60- 0.76% |
$495 - $979
|
7.86K
$5.11K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-74- 10.51% |
$611 - $1.21K
|
630
$410
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-80- 14.47% |
$660 - $1.3K
|
473
$307
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-85- 3.19% |
$701 - $1.39K
|
2.58K
$1.68K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 50.0% |
$825 - $1.63K
|
100
$65
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-102- 27.13% |
$842 - $1.66K
|
274
$178
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 18.07% |
$974 - $1.92K
|
535
$348
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 4.61% |
$1.2K - $2.36K
|
3K
$1.95K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 0.7% |
$1.3K - $2.58K
|
22.3K
$14.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-190- 10.89% |
$1.57K - $3.1K
|
1.55K
$1.01K
|