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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
220New |
$1.62K - $2.27K
|
220
$253
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-290- 73.05% |
$2.13K - $2.99K
|
107
$123
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
200New |
$1.47K - $2.06K
|
200
$230
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.51K- 29.62% |
$47.9K - $67.1K
|
15.5K
$17.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.14K- 2.52% |
$15.7K - $22.1K
|
82.7K
$95.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$3.68K - $5.16K
|
800
$920
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-500- 55.56% |
$3.68K - $5.16K
|
400
$460
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
585New |
$4.31K - $6.03K
|
585
$673
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.5KNew |
$92K - $129K
|
12.5K
$14.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
300New |
$2.21K - $3.09K
|
300
$345
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 50.0% |
$1.47K - $2.06K
|
600
$690
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 59.08% |
$204K - $286K
|
19.2K
$22.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-41.3K- 96.5% |
$304K - $426K
|
1.5K
$1.72K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10New |
$73.6 - $103
|
10
$11.5
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$36.8 - $51.6
|
5
$5.75
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 6.69% |
$9.02K - $12.6K
|
19.6K
$22.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6.9K- 34.33% |
$50.8K - $71.1K
|
13.2K
$15.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
100+ 0.77% |
$736 - $1.03K
|
13.1K
$15K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22New |
$162 - $227
|
22
$25.3
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-350- 3.21% |
$2.58K - $3.61K
|
10.6K
$12.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.61KNew |
$11.8K - $16.6K
|
1.61K
$1.85K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
13KNew |
$95.7K - $134K
|
13K
$14.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$58.9 - $82.5
|
10
$11.5
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.33K- 50.0% |
$9.75K - $13.7K
|
1.33K
$1.52K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
151K+ 219.59% |
$1.35M - $2.02M
|
220K
$253K
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25K+ 35.71% |
$223K - $335K
|
95K
$109K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-14KClosed |
$125K - $187K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1K+ 71.43% |
$8.91K - $13.4K
|
2.4K
$2.76K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$115
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7.86KClosed |
$70.1K - $105K
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$891 - $1.34K
|
100
$115
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
700New |
$6.24K - $9.37K
|
700
$805
|
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
45KNew |
$401K - $602K
|
45K
$51.7K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
27.9KNew |
$249K - $374K
|
27.9K
$32.1K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-125K- 75.76% |
$1.11M - $1.67M
|
40K
$46K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
9K+ 900.0% |
$80.2K - $120K
|
10K
$11.5K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
29.2KNew |
$260K - $391K
|
29.2K
$33.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.1KNew |
$18.7K - $28.1K
|
2.1K
$2.41K
|
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
15KNew |
$134K - $201K
|
15K
$17.3K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1K- 51.28% |
$8.91K - $13.4K
|
950
$1.09K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
195New |
$1.74K - $2.61K
|
195
$224
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
43.5KNew |
$388K - $582K
|
43.5K
$50K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-30- 23.08% |
$267 - $401
|
100
$115
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-700- 24.81% |
$6.24K - $9.37K
|
2.12K
$2.44K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.58K- 0.59% |
$22.9K - $34.5K
|
437K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.2K+ 44.07% |
$46.3K - $69.6K
|
17K
$19.6K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
846KNew |
$7.54M - $11.3M
|
846K
$973K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$1.34K - $2.01K
|
150
$173
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.54KNew |
$13.7K - $20.6K
|
1.54K
$1.77K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2K- 13.33% |
$17.8K - $26.8K
|
13K
$14.9K
|
|