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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
15KNew |
$134K - $201K
|
15K
$10.5K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
151K+ 219.59% |
$1.35M - $2.02M
|
220K
$154K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25K+ 35.71% |
$223K - $335K
|
95K
$66.5K
|
|
|
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
$70
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1K+ 71.43% |
$8.91K - $13.4K
|
2.4K
$1.68K
|
|
|
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
$70
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
700New |
$6.24K - $9.37K
|
700
$490
|
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
45KNew |
$401K - $602K
|
45K
$31.5K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
27.9KNew |
$249K - $374K
|
27.9K
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-125K- 75.76% |
$1.11M - $1.67M
|
40K
$28K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
9K+ 900.0% |
$80.2K - $120K
|
10K
$7K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
29.2KNew |
$260K - $391K
|
29.2K
$20.4K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.1KNew |
$18.7K - $28.1K
|
2.1K
$1.47K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1K- 51.28% |
$8.91K - $13.4K
|
950
$665
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
195New |
$1.74K - $2.61K
|
195
$137
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
43.5KNew |
$388K - $582K
|
43.5K
$30.5K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-30- 23.08% |
$267 - $401
|
100
$70
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-700- 24.81% |
$6.24K - $9.37K
|
2.12K
$1.49K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.58K- 0.59% |
$22.9K - $34.5K
|
437K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.2K+ 44.07% |
$46.3K - $69.6K
|
17K
$11.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
846KNew |
$7.54M - $11.3M
|
846K
$592K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.54KNew |
$13.7K - $20.6K
|
1.54K
$1.08K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2K- 13.33% |
$17.8K - $26.8K
|
13K
$9.1K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.6KNew |
$14.3K - $21.4K
|
1.6K
$1.12K
|
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-19.9K- 33.83% |
$177K - $267K
|
39K
$27.3K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$8.91 - $13.4
|
1
$0.7
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 0.77% |
$891 - $1.34K
|
13K
$9.08K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18.3K+ 153.76% |
$163K - $245K
|
30.2K
$21.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-184- 54.12% |
$1.64K - $2.46K
|
156
$109
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
208New |
$1.85K - $2.78K
|
208
$146
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 79.21% |
$3.56K - $5.35K
|
905
$634
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.53K- 30.54% |
$76K - $114K
|
19.4K
$13.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.76KNew |
$33.5K - $50.3K
|
3.76K
$2.63K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1K- 65.19% |
$8.91K - $13.4K
|
534
$374
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$70
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
44New |
$392 - $589
|
44
$30.8
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
94+ 72.31% |
$838 - $1.26K
|
224
$157
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
300+ 86.96% |
$2.67K - $4.01K
|
645
$451
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.11K- 1.48% |
$9.87K - $14.8K
|
73.6K
$51.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$891 - $1.34K
|
100
$70
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$94.3K - $142K
|
10.6K
$7.41K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
17.1K+ 90.25% |
$152K - $229K
|
36K
$25.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
77+ 16.28% |
$686 - $1.03K
|
550
$385
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.47K+ 30.21% |
$13.1K - $19.7K
|
6.34K
$4.44K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
442New |
$3.94K - $5.91K
|
442
$309
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2KNew |
$17.8K - $26.8K
|
2K
$1.4K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-200Closed |
$1.65K - $3.26K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
300New |
$2.48K - $4.89K
|
300
$210
|
|