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 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
13.1KNew |
$63.6K - $118K
|
13.1K
$15.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Linse Capital Management Pr LLC
San Juan, PR |
SELL
|
- |
-1.86M- 65.25% |
$9M - $16.7M
|
988K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1K- 4.94% |
$4.85K - $9.02K
|
19.2K
$22.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50+ 100.0% |
$242 - $451
|
100
$115
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
CALL |
-8K- 47.06% |
$38.8K - $72.2K
|
9K
$10.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Linse Capital LLC
San Juan, PR |
SELL
|
- |
-10.1M- 65.25% |
$49.2M - $91.5M
|
5.4M
$6.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
750New |
$3.64K - $6.77K
|
750
$862
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
204New |
$989 - $1.84K
|
204
$235
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.06K+ 16.32% |
$14.8K - $27.6K
|
21.8K
$25.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
500KNew |
$2.43M - $4.51M
|
500K
$575K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.5KNew |
$70.3K - $131K
|
14.5K
$16.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5K- 10.0% |
$24.3K - $45.1K
|
45K
$51.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
50New |
$242 - $451
|
50
$57.5
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.65K- 11.55% |
$27.4K - $51K
|
43.3K
$49.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
13.2KNew |
$63.8K - $119K
|
13.2K
$15.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-40.1K- 56.66% |
$195K - $362K
|
30.7K
$35.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.35K+ 2.34% |
$11.4K - $21.2K
|
103K
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3K- 5.66% |
$14.6K - $27.1K
|
50K
$57.5K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-19.6K- 23.77% |
$94.9K - $177K
|
62.8K
$72.2K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-94- 22.6% |
$456 - $848
|
322
$370
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-28.2KClosed |
$208K - $291K
|
0
$0
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
64.9KNew |
$478K - $669K
|
64.9K
$74.7K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.1KNew |
$111K - $155K
|
15.1K
$17.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.9K+ 47.75% |
$80.3K - $112K
|
33.8K
$38.8K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15K+ 8.98% |
$110K - $154K
|
182K
$209K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
521+ 67.75% |
$3.83K - $5.37K
|
1.29K
$1.48K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
110New |
$810 - $1.13K
|
110
$126
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$14.7 - $20.6
|
2
$2.3
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1KNew |
$7.36K - $10.3K
|
1K
$1.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-135K- 99.63% |
$997K - $1.4M
|
500
$575
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-772- 3.6% |
$5.68K - $7.96K
|
20.6K
$23.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-37.4K- 18.64% |
$275K - $386K
|
163K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5K+ 37.04% |
$36.8K - $51.6K
|
18.5K
$21.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$147K - $206K
|
20K
$23K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
306KNew |
$2.25M - $3.15M
|
306K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-237K- 31.3% |
$1.74M - $2.44M
|
520K
$598K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
25.3K+ 2.93% |
$186K - $261K
|
888K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-48.2K- 51.43% |
$355K - $497K
|
45.6K
$52.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
15.8K+ 453.71% |
$117K - $163K
|
19.3K
$22.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$189K - $264K
|
25.6K
$29.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 3.0% |
$13.5K - $18.9K
|
63K
$72.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.92K+ 29.1% |
$58.3K - $81.6K
|
35.1K
$40.4K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$7.36 - $10.3
|
1
$1.15
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
800New |
$5.89K - $8.25K
|
800
$920
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$87K - $122K
|
11.8K
$13.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
385New |
$2.83K - $3.97K
|
385
$443
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
475+ 158.33% |
$3.5K - $4.9K
|
775
$891
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
$66.2 - $92.8
|
9
$10.4
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.53KNew |
$33.3K - $46.7K
|
4.53K
$5.21K
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
14.6K+ 58.7% |
$107K - $150K
|
39.4K
$45.3K
|
|