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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WealthPlan Investment Management LLC 189 *Closed 2023-12-31 0 $0 -50,574
   CarsonAllaria Wealth Management Ltd. 382 *Closed 2024-03-31 0 $0 -65
   Tilt Investment Management Holdings PBC 116 *Closed 2023-12-31 0 $0 -123,897
   Ensign Peak Advisors Inc 1742 *Closed 2023-12-31 0 $0 -92,880
   HRT FINANCIAL LLC 2145 *Closed 2023-12-31 0 $0 -30,240
   EverSource Wealth Advisors LLC 2586 *Closed 2023-12-31 0 $0 -350
   Antara Capital LP 25 *Closed 2023-12-31 0 $0 -909,480
   Private Advisory Group LLC 197 *Closed 2023-12-31 0 $0 -166,736
   Flaharty Asset Management LLC 382 *Closed 2023-12-31 0 $0 -13,850
   CADIAN CAPITAL MANAGEMENT LLC 32 *Closed 2023-12-31 0 $0 -1,000,000
   Red Tortoise LLC 559 *Closed 2024-03-31 0 $0 -564
   PRESCOTT GROUP CAPITAL MANAGEMENT LLC 213 *Closed 2024-03-31 0 $0 -62,500
   TCG Advisory Services LLC 460 *Closed 2024-03-31 0 $0 -14,100
   SEVEN EIGHT CAPITAL LLC 658 *Closed 2023-12-31 0 $0 -16,208
   ALLIANZ ASSET MANAGEMENT AG 1618 *Closed 2023-12-31 0 $0 -60,000
   Focused Wealth Management Inc 301 *Closed 2024-03-31 0 $0 -550
   SPRINGBOK CAPITAL MANAGEMENT LLC 1115 *Closed 2023-12-31 0 $0 -64,659
   NATIONAL ASSET MANAGEMENT, INC. 1447 *Closed 2023-12-31 0 $0 -10,425
   MARSHALL WACE LLP 1972 *Closed 2023-12-31 0 $0 -44,600
   Insight Folios Inc 124 *Closed 2024-03-31 0 $0 -59,789
   Stonebridge Capital Advisors LLC 477 *Closed 2023-12-31 0 $0 -100
   S&CO INC 214 *Closed 2024-03-31 0 $0 -30,000
   Glassman Wealth Services 1341 *Closed 2024-03-31 0 $0 -1,716
   Glass Jacobson Investment Advisors llc 726 *Closed 2024-03-31 0 $0 -8,116
   Sigma Planning Corp 1211 *Closed 2024-03-31 0 $0 -13,973
   BUCKINGHAM ASSET MANAGEMENT, LLC 786 *Closed 2024-03-31 0 $0 -39,501
   CENTAURUS FINANCIAL INC. 794 *Closed 2023-12-31 0 $0 -20,785
   TEACHER RETIREMENT SYSTEM OF TEXAS 1775 *Closed 2024-03-31 0 $0 -13,807
   Financial Perspectives Inc 658 *Closed 2024-03-31 0 $0 -1,244
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -20,781
   SOUTHPORT MANAGEMENT, L.L.C. 36 *Closed 2023-12-31 0 $0 -43,000
   COATUE MANAGEMENT LLC 112 *Closed 2023-12-31 0 $0 -4,866,418
   GSA CAPITAL PARTNERS LLP 2013 *Closed 2024-03-31 0 $0 -42,101
   Vident Investment Advisory LLC 832 *Closed 2023-09-30 0 $0 -63,027
   TSFG LLC 892 *Closed 2024-03-31 0 $0 -38
   OXFORD ASSET MANAGEMENT 208 *Closed 2023-12-31 0 $0 -375,043
   First Command Advisory Services Inc. 571 *Closed 2024-03-31 0 $0 -200
   DAVIDSON D A & CO 1362 *Closed 2023-12-31 0 $0 -23,535
   Global Wealth Management Investment Advisory Inc. 326 *Closed 2024-03-31 0 $0 -800
   Level Financial Advisors Inc. 232 *Closed 2024-03-31 0 $0 -750
   PARKSIDE FINANCIAL BANK & TRUST 2068 *Closed 2024-03-31 0 $0 -370
   STRS OHIO 1925 *Closed 2023-12-31 0 $0 -788,279
   AXQ CAPITAL LP 824 *Closed 2023-12-31 0 $0 -27,645
   KOCHIS FITZ/QUINTILE LLC 319 *Closed 2024-03-31 0 $0 -500,000
   WOLVERINE TRADING LLC 1555 *Closed 2023-12-31 0 $0 -15,555
   Prime Capital Investment Advisors LLC *Closed 2023-12-31 0 $0 -18,050
   Versant Capital Management Inc 1915 *Closed 2024-03-31 0 $0 -481
   Life Planning Partners Inc 194 *Closed 2024-03-31 0 $0 -487
   Pacifica Partners Inc. 546 *Closed 2024-03-31 0 $0 -150
   Vienna Asset Management LLC 72 *Closed 2023-12-31 0 $0 -10,000
   Integrated Wealth Concepts LLC 1637 *Closed 2023-12-31 0 $0 -13,151
   Oakworth Capital Inc. 703 *Closed 2024-03-31 0 $0 -443
   BAILLIE GIFFORD & CO 297 *Closed 2024-03-31 0 $0 -9,534
   Keebeck Alpha LP 440 *Closed 2023-12-31 0 $0 -64,659
   MGO Private Wealth LLC 84 *Closed 2024-03-31 0 $0 -15,555
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 534 *Closed 2024-03-31 0 $0 -683
   Crewe Advisors LLC 670 *Closed 2023-12-31 0 $0 -600
   Compagnie Lombard Odier SCA 616 *Closed 2024-03-31 0 $0 0
   Private Wealth Management Group LLC 1603 *Closed 2024-03-31 0 $0 -374
   Bramshill Investments LLC 191 *Closed 2023-12-31 0 $0 -300
   Oak Thistle LLC 546 *Closed 2024-03-31 0 $0 -113,826
   PRESILIUM PRIVATE WEALTH LLC 73 *Closed 2024-03-31 0 $0 -16,000
   Archer Investment Corp 1096 *Closed 2024-03-31 0 $0 -150
   Linse Capital LLC 2 *Closed 2024-03-31 0 $0 -5,401,498
   Core Wealth Advisors Inc. 288 *Closed 2023-12-31 0 $0 -1,000
   Perpetual Ltd 470 *Closed 2024-03-31 0 $0 -49,998
  66 Records found
  1    
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