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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-700- 6.54% |
$1.3K - $3.33K
|
10K
$7.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
195New |
$363 - $926
|
195
$138
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-128- 6.94% |
$238 - $608
|
1.72K
$1.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
374New |
$696 - $1.78K
|
374
$266
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 43.48% |
$93 - $238
|
65
$46.2
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.52KNew |
$2.83K - $7.24K
|
1.52K
$1.08K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2KNew |
$3.72K - $9.5K
|
2K
$1.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.1KNew |
$26.2K - $67K
|
14.1K
$10K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
15KNew |
$27.9K - $71.3K
|
15K
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-575- 51.99% |
$1.07K - $2.73K
|
531
$377
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
15.6KNew |
$28.9K - $73.9K
|
15.6K
$11K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
388New |
$722 - $1.84K
|
388
$275
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
13.1KNew |
$24.3K - $62.1K
|
13.1K
$9.28K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14KNew |
$26K - $66.4K
|
14K
$9.92K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-788K- 92.26% |
$1.47M - $3.75M
|
66.2K
$47K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
200New |
$372 - $950
|
200
$142
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
564New |
$1.05K - $2.68K
|
564
$400
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40New |
$74.4 - $190
|
40
$28.4
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1New |
$1.86 - $4.75
|
1
$0.71
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$3.72 - $9.5
|
2
$1.42
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-27- 6.32% |
$50.2 - $128
|
400
$284
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-989- 90.82% |
$1.84K - $4.7K
|
100
$71
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-130K- 86.24% |
$242K - $619K
|
20.8K
$14.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-5.75M- 99.83% |
$10.7M - $27.3M
|
9.53K
$6.77K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.12KNew |
$15.1K - $38.6K
|
8.12K
$5.76K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
114KNew |
$212K - $541K
|
114K
$80.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
350New |
$651 - $1.66K
|
350
$249
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
487New |
$906 - $2.31K
|
487
$346
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
23KNew |
$42.8K - $109K
|
23K
$16.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.85KClosed |
$7.16K - $18.3K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
59.8KNew |
$111K - $284K
|
59.8K
$42.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
410+ 577.46% |
$763 - $1.95K
|
481
$342
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30+ 30.0% |
$55.8 - $143
|
130
$92.3
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100New |
$186 - $475
|
100
$71
|
|
| Q3 2023 | |||||||
|
Feb 12, 2025
Q3 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-135KClosed |
$652K - $1.21M
|
0
$0
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-50Closed |
$242 - $451
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-333K- 48.3% |
$1.62M - $3.01M
|
357K
$253K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
683New |
$3.31K - $6.16K
|
683
$485
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
3.44K+ 13.52% |
$16.7K - $31K
|
28.9K
$20.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
50.6KNew |
$245K - $456K
|
50.6K
$35.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-114- 98.28% |
$553 - $1.03K
|
2
$1.42
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
12.6KNew |
$61.1K - $114K
|
12.6K
$8.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.9K- 39.57% |
$135K - $252K
|
42.6K
$30.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
27.6KNew |
$134K - $249K
|
27.6K
$19.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
13K+ 81.8% |
$62.8K - $117K
|
28.8K
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
16.2KNew |
$78.6K - $146K
|
16.2K
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13.9KNew |
$67.2K - $125K
|
13.9K
$9.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
70KNew |
$340K - $631K
|
70K
$49.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
44.2K+ 55.37% |
$214K - $398K
|
124K
$88K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
35.1KNew |
$170K - $317K
|
35.1K
$24.9K
|
|