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 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
38KNew |
$47.9K - $72.6K
|
38K
$43.7K
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
20.5KNew |
$25.9K - $39.2K
|
20.5K
$23.6K
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
32.3KNew |
$40.7K - $61.7K
|
32.3K
$37.2K
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
29.5KNew |
$37.2K - $56.4K
|
29.5K
$33.9K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-800- 6.59% |
$1.01K - $1.53K
|
11.3K
$13K
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-11.3K- 48.08% |
$14.3K - $21.6K
|
12.2K
$14.1K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.85K+ 33.03% |
$4.85K - $7.35K
|
15.5K
$17.8K
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-89.1K- 10.31% |
$112K - $170K
|
776K
$892K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.41KNew |
$1.78K - $2.69K
|
1.41K
$1.62K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.5KNew |
$1.89K - $2.87K
|
1.5K
$1.72K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.49K+ 43.95% |
$5.66K - $8.58K
|
14.7K
$16.9K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
300+ 116.28% |
$378 - $573
|
558
$642
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-98.9K- 53.48% |
$125K - $189K
|
86K
$98.9K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$15.7K - $23.9K
|
12.5K
$14.4K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
273New |
$344 - $521
|
273
$314
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
43+ 0.36% |
$54.2 - $82.1
|
11.9K
$13.7K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
904New |
$1.14K - $1.73K
|
904
$1.04K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
318New |
$401 - $607
|
318
$366
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 87.09% |
$1.41K - $2.14K
|
166
$191
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-200- 33.33% |
$252 - $382
|
400
$460
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.46K- 9.05% |
$3.1K - $4.69K
|
24.7K
$28.4K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2K- 14.29% |
$2.52K - $3.82K
|
12K
$13.8K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-473- 4.22% |
$596 - $903
|
10.7K
$12.3K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.15K- 54.35% |
$6.48K - $9.83K
|
4.32K
$4.97K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
87New |
$110 - $166
|
87
$100
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.59K+ 3.34% |
$2K - $3.03K
|
49.1K
$56.5K
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
89.8K+ 17.67% |
$113K - $172K
|
598K
$688K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-291- 74.42% |
$367 - $556
|
100
$115
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-448- 16.85% |
$564 - $856
|
2.21K
$2.54K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3New |
$3.78 - $5.73
|
3
$3.45
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-146- 10.0% |
$184 - $279
|
1.31K
$1.51K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
198New |
$249 - $378
|
198
$228
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.32K- 8.3% |
$1.66K - $2.52K
|
14.6K
$16.8K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$1.26K - $1.91K
|
1K
$1.15K
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
35K+ 65.49% |
$44.1K - $66.9K
|
88.5K
$102K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.84K+ 12.42% |
$2.32K - $3.52K
|
16.7K
$19.2K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
14.3KNew |
$18K - $27.3K
|
14.3K
$16.4K
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16KNew |
$20.2K - $30.6K
|
16K
$18.4K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-73.1K- 31.38% |
$92.1K - $140K
|
160K
$184K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-257- 2.39% |
$324 - $491
|
10.5K
$12.1K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
11+ 5.5% |
$13.9 - $21
|
211
$243
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-332- 29.33% |
$418 - $634
|
800
$920
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.24KNew |
$1.57K - $2.38K
|
1.24K
$1.43K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
79+ 28.01% |
$99.5 - $151
|
361
$415
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
110New |
$139 - $210
|
110
$126
|
|
Q1 2024 | |||||||
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-500- 3.79% |
$825 - $1.16K
|
12.7K
$14.6K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-430- 46.99% |
$710 - $998
|
485
$558
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
120New |
$198 - $278
|
120
$138
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
210KNew |
$346K - $487K
|
210K
$241K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.4KNew |
$17.2K - $24.2K
|
10.4K
$12K
|