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 |
|---|---|---|---|---|---|---|---|
|
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
$101
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.16KClosed |
$73K - $168K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
5.53K+ 16.35% |
$49.5K - $114K
|
39.3K
$27.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
115+ 176.92% |
$1.03K - $2.36K
|
180
$128
|
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-412- 4.54% |
$3.69K - $8.46K
|
8.66K
$6.15K
|
|
| Q1 2022 | |||||||
|
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
$883
|
|
|
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
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$134K - $233K
|
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
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-13.6KClosed |
$155K - $270K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-80Closed |
$916 - $1.59K
|
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
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
SELL
|
- |
-15KClosed |
$172K - $298K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
21.3KNew |
$244K - $424K
|
21.3K
$15.1K
|
|
|
May 16, 2022
Q1 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-699KClosed |
$8M - $13.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-14.7KClosed |
$169K - $293K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-34.6KClosed |
$396K - $688K
|
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
$92.2K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-21Closed |
$240 - $417
|
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
$78.1
|
|
|
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
|
Gfg Capital, LLC
|
BUY
|
- |
13.2KNew |
$151K - $262K
|
13.2K
$9.37K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
|
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
|
- |
-48KClosed |
$550K - $954K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-45KClosed |
$515K - $895K
|
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
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.31K+ 5.07% |
$83.6K - $145K
|
151K
$107K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-115Closed |
$1.32K - $2.29K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1KClosed |
$11.5K - $19.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$4.58K - $7.95K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
10KNew |
$115K - $199K
|
10K
$7.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Exos Asset Management LLC
New York, NY |
BUY
|
- |
225+ 3.28% |
$2.58K - $4.47K
|
7.09K
$5.04K
|
|
|
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
$60.3
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100New |
$1.78K - $2.77K
|
100
$71
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1KNew |
$17.8K - $27.7K
|
1K
$710
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-200Closed |
$3.55K - $5.54K
|
0
$0
|
|