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Get Institutions for : 
ChargePoint Holdings, Inc (CHPT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 366    20
Total shares held : 
 139,710,603  
% of shares held : 
 47.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 -1,336,447  
% of shares held change : 
   -0.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
52
 14,797,613
 10.59%
 
Increased Positions :
105
 17,497,143
 12.52%
 
Unchanged Positions :
99
 15,496,664
 11.09%
 
Decreased Positions :
110
-23,549,987
-16.86%
 
Closed Positions :
72
-10,081,216
-7.22%
 
Guru Positions :
1
25,900
 0.02%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RHO CAPITAL PARTNERS INC 1 - 2023-09-30 4,053,257 $20,145,000 0
   CANADA PENSION PLAN INVESTMENT BOARD 410 - 2023-12-31 7,819,268 $18,297,000 0
   SIVEST GROUP, INC. 7 - 2023-12-31 60,000 $3,039,000 0
   Linse Capital Management PR LLC 1 - 2023-12-31 988,377 $2,313,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 2175 - 2024-03-31 176,600 $336,000 0
   China Universal Asset Management Co. Ltd. 301 - 2024-03-31 95,000 $181,000 0
   DORSEY & WHITNEY TRUST CO LLC 616 - 2024-03-31 60,880 $116,000 0
   KBC GROUP NV 1056 - 2024-03-31 53,468 $102,000 0
   Pictet Asset Management Holding SA 1898 - 2023-12-31 35,127 $82,000 0
   SCP Investment LP 50 - 2024-03-31 40,800 $78,000 0
   Advisory Resource Group 146 - 2023-12-31 28,857 $68,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1799 - 2023-12-31 28,781 $67,000 0
   ROTHSCHILD INVESTMENT CORP /IL 405 - 2023-09-30 13,200 $66,000 0
   Banque Cantonale Vaudoise 772 - 2024-03-31 27,158 $53,000 0
   Sawtooth Asset Management Inc. 1050 - 2023-12-31 19,208 $45,000 0
   Brave Asset Management Inc 150 - 2024-03-31 23,000 $44,000 0
   DAYMARK WEALTH PARTNERS LLC 428 - 2024-03-31 13,600 $26,000 0
   Herold Advisors Inc. 265 - 2024-03-31 13,000 $25,000 0
   Adviser Investments LLC 528 - 2024-03-31 13,074 $25,000 0
   Maryland State Retirement & Pension System 1531 - 2024-03-31 17,169 $24,000 0
   HOLLENCREST SECURITIES LLC 610 - 2024-03-31 12,000 $23,000 0
   HANLON INVESTMENT MANAGEMENT, INC. 145 - 2024-03-31 10,000 $19,000 0
   AMERICAN INTERNATIONAL GROUP INC 2998 - 2023-12-31 5,192 $12,000 0
   Aspire Private Capital LLC 419 - 2024-03-31 3,973 $8,000 0
   FIRST MANHATTAN CO 1149 - 2023-12-31 2,985 $7,000 0
   HARBOUR INVESTMENTS INC. 2345 - 2023-12-31 2,763 $6,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 825 - 2022-12-31 500 $5,000 0
   ARMSTRONG ADVISORY GROUP INC 650 - 2024-03-31 2,129 $5,000 0
   HM PAYSON & CO 865 - 2023-12-31 2,000 $5,000 0
   Advantage Trust Co 169 - 2024-03-31 2,000 $4,000 0
   Global Wealth Strategies & Associates 235 - 2024-03-31 2,000 $4,000 0
   Close Asset Management Ltd 226 - 2023-12-31 1,500 $3,000 0
   HOEY INVESTMENTS INC 270 - 2024-03-31 1,400 $3,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1491 - 2024-03-31 1,524 $3,000 0
   Quintet Private Bank (Europe) S.A. 190 - 2023-12-31 1,417 $3,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 756 - 2024-03-31 1,142 $2,000 0
   Spotlight Asset Group Inc. 230 - 2023-12-31 385 $2,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 614 - 2023-12-31 775 $2,000 0
   WealthCollab LLC 751 - 2024-03-31 1,000 $2,000 0
   FinTrust Capital Advisors LLC 1069 - 2024-03-31 1,100 $2,000 0
   NBC SECURITIES INC. 1972 - 2024-03-31 1,132 $2,000 0
   Concord Wealth Partners 765 - 2024-03-31 1,000 $2,000 0
   JNBA FINANCIAL ADVISORS 601 - 2024-03-31 1,000 $2,000 0
   SALEM INVESTMENT COUNSELORS INC 1027 - 2024-03-31 1,050 $2,000 0
   Castleview Partners LLC 757 - 2024-03-31 1,000 $2,000 0
   Halpern Financial Inc. 194 - 2024-03-31 350 $1,000 0
   City State Bank 668 - 2024-03-31 310 $1,000 0
   Burleson & Company LLC 340 - 2022-12-31 142 $1,000 0
   THOMAS J. HERZFELD ADVISORS, INC. 155 - 2023-12-31 445 $1,000 0
   Quent Capital LLC 1269 - 2024-03-31 282 $1,000 0
   TUCKER ASSET MANAGEMENT LLC 817 - 2023-12-31 258 $1,000 0
   Bogart Wealth LLC 975 - 2024-03-31 531 $1,000 0
   Investors Research Corp 935 - 2024-03-31 400 $1,000 0
   Orion Capital Management LLC 472 - 2024-03-31 388 $1,000 0
   Eukles Asset Management 222 - 2023-12-31 585 $1,000 0
   McIlrath & Eck LLC 869 - 2024-03-31 632 $1,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1550 - 2024-03-31 534 $1,000 0
   SCBT FINANCIAL CORP 642 - 2024-03-31 390 $1,000 0
   COLONIAL ASSET MANAGEMENT, INC. 799 - 2023-12-31 371 $1,000 0
   Householder Group Estate & Retirement Specialist L 1141 - 2024-03-31 600 $1,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 555 - 2024-03-31 905 $1,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 324 - 2023-09-30 195 $1,000 0
   New England Capital Financial Advisors LLC 361 - 2024-03-31 400 $1,000 0
   Your Advocates Ltd. LLP 202 - 2024-03-31 500 $1,000 0
   Game Plan Financial Advisors LLC 287 - 2024-03-31 600 $1,000 0
   SOA Wealth Advisors LLC. 788 - 2024-03-31 350 $1,000 0
   Koesten Hirschmann & Crabtree INC. 154 - 2023-12-31 311 $1,000 0
   Beaird Harris Wealth Management LLC 567 - 2023-12-31 100 $0 0
   Anchor Investment Management LLC 940 - 2023-12-31 100 $0 0
   Planning Capital Management Corp 642 - 2024-03-31 10 $0 0
   Addison Advisors LLC 670 - 2024-03-31 49 $0 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2763 - 2024-03-31 100 $0 0
   CNB Bank 491 - 2024-03-31 40 $0 0
   SANDY SPRING BANK 1171 - 2024-03-31 110 $0 0
   ANTONETTI CAPITAL MANAGEMENT LLC 311 - 2023-09-30 17 $0 0
   GROVE CREEK ASSET MANAGEMENT 332 - 2023-12-31 60 $0 0
   PFS Partners LLC 447 - 2024-03-31 100 $0 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1116 - 2024-03-31 130 $0 0
   BAYSTATE WEALTH MANAGEMENT LLC 1260 - 2023-12-31 110 $0 0
   WETZEL INVESTMENT ADVISORS INC. 1024 - 2024-03-31 1 $0 0
   Mine & Arao Wealth Creation & Management LLC. 360 - 2024-03-31 200 $0 0
   GPS Wealth Strategies Group LLC 1212 - 2024-03-31 93 $0 0
   CALDWELL SUTTER CAPITAL INC. 892 - 2024-03-31 5 $0 0
   BALDWIN BROTHERS INC/MA 694 - 2024-03-31 200 $0 0
   HHM Wealth Advisors LLC 771 - 2023-12-31 81 $0 0
   JJJ Advisors Inc. 1092 - 2024-03-31 100 $0 0
   VitalStone Financial LLC 578 - 2024-03-31 2 $0 0
   Sunbelt Securities Inc. 1721 - 2024-03-31 80 $0 0
   Riggs Asset Managment Co. Inc. 614 - 2024-03-31 200 $0 0
   Coston McIsaac & Partners 654 - 2024-03-31 208 $0 0
   HighMark Wealth Management LLC 571 - 2024-03-31 224 $0 0
   VisionPoint Advisory Group LLC 813 - 2024-03-31 2 $0 0
   FOSTER DYKEMA CABOT & PARTNERS LLC 361 - 2024-03-31 195 $0 0
   AMERICAN NATIONAL BANK 573 - 2024-03-31 111 $0 0
   Rakuten Securities Inc. 740 - 2024-03-31 2 $0 0
   Sanctuary Wealth Management L.L.C. 295 - 2024-03-31 40 $0 0
   SITTNER & NELSON LLC 512 - 2024-03-31 166 $0 0
   DT INVESTMENT PARTNERS, LLC 489 - 2023-12-31 100 $0 0
   Compagnie Lombard Odier SCA 616 *Closed 2024-03-31 0 $0 0
   RFP Financial Group LLC 926 - 2024-03-31 25 $0 0
  100 Records found
  1    
  Page 1 of 1
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