Latest Institutional Purchases of Charge Point Holdings, Inc. (CHPT)
This list provides information on the latest institutional transactions involving Charge Point Holdings, Inc. (CHPT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
51.6KNew |
$585K - $993K
|
51.6K
$49.5K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50K+ 471.7% |
$567K - $963K
|
60.6K
$58.2K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.1KNew |
$262K - $445K
|
23.1K
$22.2K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
15.2KNew |
$173K - $293K
|
15.2K
$14.6K
|
|
Nov 15, 2022
Q3 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$153K - $260K
|
13.5K
$13K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.5KNew |
$131K - $222K
|
11.5K
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
10KNew |
$114K - $193K
|
10K
$9.62K
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
10KNew |
$113K - $193K
|
10K
$9.6K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
6.94K+ 1137.05% |
$78.7K - $134K
|
7.55K
$7.24K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.92KNew |
$33.1K - $56.1K
|
2.92K
$2.8K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.74KNew |
$19.8K - $33.6K
|
1.74K
$1.67K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.17K+ 33.27% |
$13.2K - $22.5K
|
4.68K
$4.49K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.06KNew |
$12.1K - $20.5K
|
1.06K
$1.02K
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
889+ 8.05% |
$10.1K - $17.1K
|
11.9K
$11.4K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
577+ 4.19% |
$6.54K - $11.1K
|
14.3K
$13.8K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
310New |
$3.52K - $5.97K
|
310
$298
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
292+ 2.54% |
$3.31K - $5.62K
|
11.8K
$11.3K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$96
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$96
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$96
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$96
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60+ 60.0% |
$680 - $1.16K
|
160
$154
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.19% |
$11.3 - $19.3
|
518
$497
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
112K+ 122.04% |
$1M - $2.3M
|
203K
$195K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
105KNew |
$939K - $2.15M
|
105K
$101K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
66.9K+ 119.57% |
$598K - $1.37M
|
123K
$118K
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
65KNew |
$582K - $1.34M
|
65K
$62.4K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
60.2KNew |
$539K - $1.24M
|
60.2K
$57.8K
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
40.6K+ 37.46% |
$363K - $834K
|
149K
$143K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
14.5KNew |
$130K - $298K
|
14.5K
$13.9K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
5.53K+ 16.35% |
$49.5K - $114K
|
39.3K
$37.8K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$30.3K - $69.5K
|
3.39K
$3.25K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.19KNew |
$28.5K - $65.4K
|
3.19K
$3.06K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3KNew |
$26.8K - $61.6K
|
3K
$2.88K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.75K+ 1057.69% |
$24.6K - $56.5K
|
3.01K
$2.89K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.3KNew |
$20.6K - $47.2K
|
2.3K
$2.21K
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.12K+ 15.33% |
$19K - $43.5K
|
15.9K
$15.3K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.94KNew |
$17.3K - $39.7K
|
1.94K
$1.86K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.16KNew |
$10.4K - $23.9K
|
1.16K
$1.12K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.07KNew |
$9.59K - $22K
|
1.07K
$1.03K
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$960
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1K+ 9.23% |
$8.95K - $20.5K
|
11.8K
$11.4K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$960
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
800+ 7.44% |
$7.16K - $16.4K
|
11.6K
$11.1K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
700New |
$6.26K - $14.4K
|
700
$672
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
533New |
$4.77K - $10.9K
|
533
$512
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
500New |
$4.48K - $10.3K
|
500
$480
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
220New |
$1.97K - $4.52K
|
220
$211
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
208New |
$1.86K - $4.27K
|
208
$200
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
200New |
$1.79K - $4.11K
|
200
$192
|