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 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.35K+ 2.34% |
$11.4K - $21.2K
|
103K
$72.9K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-19.6K- 23.77% |
$94.9K - $177K
|
62.8K
$44.6K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-94- 22.6% |
$456 - $848
|
322
$229
|
|
| 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
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.1KNew |
$111K - $155K
|
15.1K
$10.7K
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
64.9KNew |
$478K - $669K
|
64.9K
$46.1K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.9K+ 47.75% |
$80.3K - $112K
|
33.8K
$24K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15K+ 8.98% |
$110K - $154K
|
182K
$129K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
521+ 67.75% |
$3.83K - $5.37K
|
1.29K
$916
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
110New |
$810 - $1.13K
|
110
$78.1
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$14.7 - $20.6
|
2
$1.42
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$147K - $206K
|
20K
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-237K- 31.3% |
$1.74M - $2.44M
|
520K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5K+ 37.04% |
$36.8K - $51.6K
|
18.5K
$13.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-37.4K- 18.64% |
$275K - $386K
|
163K
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1KNew |
$7.36K - $10.3K
|
1K
$710
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-135K- 99.63% |
$997K - $1.4M
|
500
$355
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
306KNew |
$2.25M - $3.15M
|
306K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-772- 3.6% |
$5.68K - $7.96K
|
20.6K
$14.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 3.0% |
$13.5K - $18.9K
|
63K
$44.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$189K - $264K
|
25.6K
$18.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
25.3K+ 2.93% |
$186K - $261K
|
888K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-48.2K- 51.43% |
$355K - $497K
|
45.6K
$32.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
15.8K+ 453.71% |
$117K - $163K
|
19.3K
$13.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
800New |
$5.89K - $8.25K
|
800
$568
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.92K+ 29.1% |
$58.3K - $81.6K
|
35.1K
$24.9K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$7.36 - $10.3
|
1
$0.71
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
385New |
$2.83K - $3.97K
|
385
$273
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$87K - $122K
|
11.8K
$8.39K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.53KNew |
$33.3K - $46.7K
|
4.53K
$3.22K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
$66.2 - $92.8
|
9
$6.39
|
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
14.6K+ 58.7% |
$107K - $150K
|
39.4K
$28K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
475+ 158.33% |
$3.5K - $4.9K
|
775
$550
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
200New |
$1.47K - $2.06K
|
200
$142
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-290- 73.05% |
$2.13K - $2.99K
|
107
$76
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
220New |
$1.62K - $2.27K
|
220
$156
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.51K- 29.62% |
$47.9K - $67.1K
|
15.5K
$11K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.14K- 2.52% |
$15.7K - $22.1K
|
82.7K
$58.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$3.68K - $5.16K
|
800
$568
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-500- 55.56% |
$3.68K - $5.16K
|
400
$284
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
585New |
$4.31K - $6.03K
|
585
$415
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
300New |
$2.21K - $3.09K
|
300
$213
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.5KNew |
$92K - $129K
|
12.5K
$8.88K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-41.3K- 96.5% |
$304K - $426K
|
1.5K
$1.07K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27.7K- 59.08% |
$204K - $286K
|
19.2K
$13.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$36.8 - $51.6
|
5
$3.55
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 6.69% |
$9.02K - $12.6K
|
19.6K
$13.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
100+ 0.77% |
$736 - $1.03K
|
13.1K
$9.28K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22New |
$162 - $227
|
22
$15.6
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6.9K- 34.33% |
$50.8K - $71.1K
|
13.2K
$9.37K
|
|