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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
200New |
$1.47K - $2.06K
|
200
$192
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
110New |
$810 - $1.13K
|
110
$106
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
100+ 0.77% |
$736 - $1.03K
|
13.1K
$12.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22New |
$162 - $227
|
22
$21.1
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10New |
$73.6 - $103
|
10
$9.6
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
$66.2 - $92.8
|
9
$8.64
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$58.9 - $82.5
|
10
$9.6
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$36.8 - $51.6
|
5
$4.8
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$14.7 - $20.6
|
2
$1.92
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$7.36 - $10.3
|
1
$0.96
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
846KNew |
$7.54M - $11.3M
|
846K
$812K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
151K+ 219.59% |
$1.35M - $2.02M
|
220K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
45KNew |
$401K - $602K
|
45K
$43.2K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
43.5KNew |
$388K - $582K
|
43.5K
$41.8K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
29.2KNew |
$260K - $391K
|
29.2K
$28K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
27.9KNew |
$249K - $374K
|
27.9K
$26.8K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25K+ 35.71% |
$223K - $335K
|
95K
$91.2K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18.3K+ 153.76% |
$163K - $245K
|
30.2K
$29K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
17.1K+ 90.25% |
$152K - $229K
|
36K
$34.6K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
15KNew |
$134K - $201K
|
15K
$14.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$94.3K - $142K
|
10.6K
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
9K+ 900.0% |
$80.2K - $120K
|
10K
$9.6K
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.2K+ 44.07% |
$46.3K - $69.6K
|
17K
$16.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.76KNew |
$33.5K - $50.3K
|
3.76K
$3.61K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.1KNew |
$18.7K - $28.1K
|
2.1K
$2.02K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2KNew |
$17.8K - $26.8K
|
2K
$1.92K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.6KNew |
$14.3K - $21.4K
|
1.6K
$1.54K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.54KNew |
$13.7K - $20.6K
|
1.54K
$1.48K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.47K+ 30.21% |
$13.1K - $19.7K
|
6.34K
$6.09K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1K+ 71.43% |
$8.91K - $13.4K
|
2.4K
$2.3K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
700New |
$6.24K - $9.37K
|
700
$672
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
442New |
$3.94K - $5.91K
|
442
$424
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 79.21% |
$3.56K - $5.35K
|
905
$869
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
300+ 86.96% |
$2.67K - $4.01K
|
645
$619
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
208New |
$1.85K - $2.78K
|
208
$200
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
195New |
$1.74K - $2.61K
|
195
$187
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$96
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$96
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$96
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$891 - $1.34K
|
100
$96
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
94+ 72.31% |
$838 - $1.26K
|
224
$215
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
77+ 16.28% |
$686 - $1.03K
|
550
$528
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
44New |
$392 - $589
|
44
$42.2
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$8.91 - $13.4
|
1
$0.96
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
319K+ 1044.3% |
$2.63M - $5.21M
|
350K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
183K+ 221.64% |
$1.51M - $2.99M
|
266K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
100KNew |
$825K - $1.63M
|
100K
$96K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
55KNew |
$454K - $897K
|
55K
$52.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
41.6KNew |
$343K - $679K
|
41.6K
$40K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
29.7KNew |
$245K - $485K
|
29.7K
$28.5K
|
|