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 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-1.65KClosed |
$14.8K - $33.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
700New |
$6.26K - $14.4K
|
700
$819
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-190Closed |
$1.7K - $3.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-16.9KClosed |
$152K - $348K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
533New |
$4.77K - $10.9K
|
533
$624
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$1.17K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200Closed |
$1.79K - $4.11K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3KNew |
$26.8K - $61.6K
|
3K
$3.51K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.94KNew |
$17.3K - $39.7K
|
1.94K
$2.26K
|
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-63.9KClosed |
$571K - $1.31M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-295- 51.75% |
$2.64K - $6.06K
|
275
$322
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1K+ 9.23% |
$8.95K - $20.5K
|
11.8K
$13.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.44K- 4.71% |
$12.9K - $29.6K
|
29.1K
$34.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
14.5KNew |
$130K - $298K
|
14.5K
$17K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.07KNew |
$9.59K - $22K
|
1.07K
$1.25K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-40Closed |
$358 - $822
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.16KNew |
$10.4K - $23.9K
|
1.16K
$1.36K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.75K+ 1057.69% |
$24.6K - $56.5K
|
3.01K
$3.52K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
100New |
$895 - $2.05K
|
100
$117
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-972Closed |
$8.7K - $20K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1KNew |
$8.95K - $20.5K
|
1K
$1.17K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-100Closed |
$895 - $2.05K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.66K- 68.14% |
$14.9K - $34.1K
|
776
$908
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-47.6KClosed |
$426K - $979K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
200New |
$1.79K - $4.11K
|
200
$234
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
220New |
$1.97K - $4.52K
|
220
$257
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-73Closed |
$653 - $1.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
North Growth Management Ltd.
|
SELL
|
- |
-232KClosed |
$2.08M - $4.77M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-18.4KClosed |
$164K - $377K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.3KNew |
$20.6K - $47.2K
|
2.3K
$2.69K
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
SELL
|
CALL |
-18KClosed |
$161K - $370K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-15- 9.55% |
$134 - $308
|
142
$166
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
38New |
$340 - $781
|
38
$44.5
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
5.53K+ 16.35% |
$49.5K - $114K
|
39.3K
$46K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.16KClosed |
$73K - $168K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
115+ 176.92% |
$1.03K - $2.36K
|
180
$211
|
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-412- 4.54% |
$3.69K - $8.46K
|
8.66K
$10.1K
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-350- 81.4% |
$4.01K - $6.96K
|
80
$93.6
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27Closed |
$309 - $537
|
0
$0
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
729+ 141.55% |
$8.35K - $14.5K
|
1.24K
$1.46K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1KClosed |
$12.6K - $21.9K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-350Closed |
$4.01K - $6.96K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
G.F.W. Energy Xii, L.P.
Dallas, TX |
BUY
|
- |
549K+ 27.12% |
$6.29M - $10.9M
|
2.57M
$3.01M
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$134K - $233K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-699KClosed |
$8M - $13.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
21.3KNew |
$244K - $424K
|
21.3K
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-80Closed |
$916 - $1.59K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
SELL
|
- |
-15KClosed |
$172K - $298K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-70Closed |
$802 - $1.39K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-13.6KClosed |
$155K - $270K
|
0
$0
|
|