Latest Institutional Transactions on Charge Point Holdings, Inc. (CHPT)
This table provides information on the latest institutional transactions involving Charge Point Holdings, Inc. (CHPT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-135K- 99.63% |
$997K - $1.4M
|
500
$405
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-772- 3.6% |
$5.68K - $7.96K
|
20.6K
$16.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-48.2K- 51.43% |
$355K - $497K
|
45.6K
$36.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
25.3K+ 2.93% |
$186K - $261K
|
888K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$189K - $264K
|
25.6K
$20.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 3.0% |
$13.5K - $18.9K
|
63K
$51.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
15.8K+ 453.71% |
$117K - $163K
|
19.3K
$15.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
800New |
$5.89K - $8.25K
|
800
$648
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$7.36 - $10.3
|
1
$0.81
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.92K+ 29.1% |
$58.3K - $81.6K
|
35.1K
$28.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$87K - $122K
|
11.8K
$9.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
385New |
$2.83K - $3.97K
|
385
$312
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
$66.2 - $92.8
|
9
$7.29
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.53KNew |
$33.3K - $46.7K
|
4.53K
$3.67K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
475+ 158.33% |
$3.5K - $4.9K
|
775
$628
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
14.6K+ 58.7% |
$107K - $150K
|
39.4K
$31.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-290- 73.05% |
$2.13K - $2.99K
|
107
$86.7
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
220New |
$1.62K - $2.27K
|
220
$178
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
200New |
$1.47K - $2.06K
|
200
$162
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.14K- 2.52% |
$15.7K - $22.1K
|
82.7K
$67K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.51K- 29.62% |
$47.9K - $67.1K
|
15.5K
$12.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$3.68K - $5.16K
|
800
$648
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-500- 55.56% |
$3.68K - $5.16K
|
400
$324
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
585New |
$4.31K - $6.03K
|
585
$474
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.5KNew |
$92K - $129K
|
12.5K
$10.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
300New |
$2.21K - $3.09K
|
300
$243
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 59.08% |
$204K - $286K
|
19.2K
$15.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-41.3K- 96.5% |
$304K - $426K
|
1.5K
$1.22K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10New |
$73.6 - $103
|
10
$8.1
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 6.69% |
$9.02K - $12.6K
|
19.6K
$15.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$36.8 - $51.6
|
5
$4.05
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6.9K- 34.33% |
$50.8K - $71.1K
|
13.2K
$10.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
100+ 0.77% |
$736 - $1.03K
|
13.1K
$10.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22New |
$162 - $227
|
22
$17.8
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-350- 3.21% |
$2.58K - $3.61K
|
10.6K
$8.55K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
13KNew |
$95.7K - $134K
|
13K
$10.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.61KNew |
$11.8K - $16.6K
|
1.61K
$1.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$58.9 - $82.5
|
10
$8.1
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.33K- 50.0% |
$9.75K - $13.7K
|
1.33K
$1.07K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
15KNew |
$134K - $201K
|
15K
$12.2K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
151K+ 219.59% |
$1.35M - $2.02M
|
220K
$178K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25K+ 35.71% |
$223K - $335K
|
95K
$77K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-14KClosed |
$125K - $187K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$81
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1K+ 71.43% |
$8.91K - $13.4K
|
2.4K
$1.94K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7.86KClosed |
$70.1K - $105K
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$81
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
700New |
$6.24K - $9.37K
|
700
$567
|
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
45KNew |
$401K - $602K
|
45K
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
27.9KNew |
$249K - $374K
|
27.9K
$22.6K
|
|