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, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
887New |
$7.32K - $14.5K
|
887
$718
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
5.24K+ 45.81% |
$43.2K - $85.5K
|
16.7K
$13.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-3.3K- 32.33% |
$27.2K - $53.8K
|
6.91K
$5.59K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.7KNew |
$88K - $174K
|
10.7K
$8.64K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
17New |
$140 - $277
|
17
$13.8
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.3KNew |
$19K - $37.5K
|
2.3K
$1.86K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
9.66KNew |
$79.7K - $158K
|
9.66K
$7.83K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$206 - $408
|
25
$20.3
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17- 3.17% |
$140 - $277
|
520
$421
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
500New |
$4.13K - $8.15K
|
500
$405
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
8.97K+ 3.53% |
$74K - $146K
|
263K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-932- 5.13% |
$7.69K - $15.2K
|
17.2K
$13.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$10.8K - $21.4K
|
1.32K
$1.07K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$4.13K - $8.15K
|
500
$405
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
100New |
$825 - $1.63K
|
100
$81
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.1KNew |
$9.08K - $17.9K
|
1.1K
$891
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
123New |
$1.01K - $2.01K
|
123
$99.6
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 10.0% |
$82.5 - $163
|
110
$89.1
|
|
|
Jan 05, 2023
Q4 2022
|
Sycomore Asset Management
|
BUY
|
- |
11.9K+ 42.1% |
$98.5K - $195K
|
40.3K
$32.7K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$153K - $260K
|
13.5K
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
51.6KNew |
$585K - $993K
|
51.6K
$41.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$81
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.17K+ 33.27% |
$13.2K - $22.5K
|
4.68K
$3.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
50K+ 471.7% |
$567K - $963K
|
60.6K
$49.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$81
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
10KNew |
$114K - $193K
|
10K
$8.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-4.82K- 8.21% |
$54.7K - $92.8K
|
53.9K
$43.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
300KNew |
$3.4M - $5.78M
|
300K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.91KClosed |
$21.6K - $36.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
10KNew |
$113K - $193K
|
10K
$8.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-33.8K- 75.82% |
$384K - $651K
|
10.8K
$8.74K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.92KNew |
$33.1K - $56.1K
|
2.92K
$2.36K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-654- 39.54% |
$7.42K - $12.6K
|
1K
$810
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
53.6K+ 1154.72% |
$608K - $1.03M
|
58.2K
$47.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
65.5KNew |
$743K - $1.26M
|
65.5K
$53.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$81
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.74KNew |
$19.8K - $33.6K
|
1.74K
$1.41K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.19% |
$11.3 - $19.3
|
518
$420
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
15.2KNew |
$173K - $293K
|
15.2K
$12.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
6.94K+ 1137.05% |
$78.7K - $134K
|
7.55K
$6.11K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60+ 60.0% |
$680 - $1.16K
|
160
$130
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
302KNew |
$3.43M - $5.82M
|
302K
$245K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$1.13K - $1.93K
|
100
$81
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.1KNew |
$262K - $445K
|
23.1K
$18.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
126KNew |
$1.43M - $2.43M
|
126K
$102K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
80K+ 1850.71% |
$908K - $1.54M
|
84.4K
$68.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.06KNew |
$12.1K - $20.5K
|
1.06K
$861
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
292+ 2.54% |
$3.31K - $5.62K
|
11.8K
$9.56K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
310New |
$3.52K - $5.97K
|
310
$251
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
577+ 4.19% |
$6.54K - $11.1K
|
14.3K
$11.6K
|
|