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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
292+ 2.54% |
$3.31K - $5.62K
|
11.8K
$8.14K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
310New |
$3.52K - $5.97K
|
310
$214
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
577+ 4.19% |
$6.54K - $11.1K
|
14.3K
$9.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.5KNew |
$131K - $222K
|
11.5K
$7.95K
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
889+ 8.05% |
$10.1K - $17.1K
|
11.9K
$8.23K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
208New |
$1.86K - $4.27K
|
208
$144
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$35.8 - $82.2
|
4
$2.76
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.03KClosed |
$18.2K - $41.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$30.3K - $69.5K
|
3.39K
$2.34K
|
|
|
Aug 15, 2022
Q2 2022
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-63.7KClosed |
$570K - $1.31M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
112K+ 122.04% |
$1M - $2.3M
|
203K
$140K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-50- 2.09% |
$447 - $1.03K
|
2.34K
$1.61K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
105KNew |
$939K - $2.15M
|
105K
$72.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
40.6K+ 37.46% |
$363K - $834K
|
149K
$103K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
800+ 7.44% |
$7.16K - $16.4K
|
11.6K
$7.97K
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
65KNew |
$582K - $1.34M
|
65K
$44.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2K- 18.8% |
$17.9K - $41.1K
|
8.65K
$5.97K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.1KClosed |
$27.7K - $63.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.12K+ 15.33% |
$19K - $43.5K
|
15.9K
$11K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-62.5KClosed |
$559K - $1.28M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-142KClosed |
$1.27M - $2.91M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-19.2KClosed |
$172K - $395K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
60.2KNew |
$539K - $1.24M
|
60.2K
$41.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-40.3KClosed |
$361K - $828K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1KClosed |
$8.95K - $20.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
500New |
$4.48K - $10.3K
|
500
$345
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-23.3KClosed |
$208K - $478K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-125- 38.46% |
$1.12K - $2.57K
|
200
$138
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
66.9K+ 119.57% |
$598K - $1.37M
|
123K
$84.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-42Closed |
$376 - $863
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10+ 40.0% |
$89.5 - $205
|
35
$24.2
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-545Closed |
$4.88K - $11.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.19KNew |
$28.5K - $65.4K
|
3.19K
$2.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-606- 9.47% |
$5.42K - $12.4K
|
5.79K
$4K
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-1.65KClosed |
$14.8K - $33.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
700New |
$6.26K - $14.4K
|
700
$483
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-190Closed |
$1.7K - $3.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-16.9KClosed |
$152K - $348K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$690
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
533New |
$4.77K - $10.9K
|
533
$368
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3KNew |
$26.8K - $61.6K
|
3K
$2.07K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200Closed |
$1.79K - $4.11K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-63.9KClosed |
$571K - $1.31M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.94KNew |
$17.3K - $39.7K
|
1.94K
$1.34K
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1K+ 9.23% |
$8.95K - $20.5K
|
11.8K
$8.17K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
14.5KNew |
$130K - $298K
|
14.5K
$10K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.44K- 4.71% |
$12.9K - $29.6K
|
29.1K
$20.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-295- 51.75% |
$2.64K - $6.06K
|
275
$190
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.07KNew |
$9.59K - $22K
|
1.07K
$740
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-40Closed |
$358 - $822
|
0
$0
|
|