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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-14.7KClosed |
$169K - $293K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-380Closed |
$4.35K - $7.55K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$267K - $464K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
39.3K+ 43.43% |
$450K - $781K
|
130K
$149K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-21Closed |
$240 - $417
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-76.2KClosed |
$872K - $1.51M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$2.29K - $3.98K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5KClosed |
$57.3K - $99.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$1.26K - $2.19K
|
110
$126
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21Closed |
$240 - $417
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-100Closed |
$1.15K - $1.99K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
13.2KNew |
$151K - $262K
|
13.2K
$15.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-300Closed |
$3.44K - $5.96K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-45KClosed |
$515K - $895K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-48KClosed |
$550K - $954K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$1.03K - $1.79K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-115Closed |
$1.32K - $2.29K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.31K+ 5.07% |
$83.6K - $145K
|
151K
$174K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
10KNew |
$115K - $199K
|
10K
$11.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$4.58K - $7.95K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
225+ 3.28% |
$2.58K - $4.47K
|
7.09K
$8.16K
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-106KClosed |
$1.21M - $2.11M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-45.8KClosed |
$524K - $910K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-58KClosed |
$665K - $1.15M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
61+ 254.17% |
$1.08K - $1.69K
|
85
$97.7
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$1.78K - $2.77K
|
100
$115
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1KNew |
$17.8K - $27.7K
|
1K
$1.15K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-200Closed |
$3.55K - $5.54K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-11.3KClosed |
$201K - $313K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-50Closed |
$888 - $1.38K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-100KClosed |
$1.78M - $2.77M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1KClosed |
$17.8K - $27.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-80Closed |
$1.42K - $2.22K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11.7KClosed |
$208K - $324K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.61M- 17.08% |
$28.6M - $44.6M
|
7.82M
$8.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Adams Street Partners LLC
Chicago, IL |
SELL
|
- |
-653KClosed |
$11.6M - $18.1M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Interval Partners, LP
New York, NY |
SELL
|
PUT |
-20KClosed |
$355K - $554K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Spt Invest Management Sarl
Contern, N4 |
SELL
|
- |
-5.35M- 43.19% |
$95.1M - $148M
|
7.04M
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1K+ 50.0% |
$17.8K - $27.7K
|
3K
$3.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-300KClosed |
$5.33M - $8.31M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100New |
$1.78K - $2.77K
|
100
$115
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-200Closed |
$3.55K - $5.54K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-20KClosed |
$355K - $554K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-101Closed |
$1.79K - $2.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.09KClosed |
$19.4K - $30.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.43KClosed |
$25.4K - $39.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-700Closed |
$12.4K - $19.4K
|
0
$0
|
|