Latest Institutional Purchases of Charge Point Holdings, Inc. (CHPT)
This list provides information on the latest institutional transactions involving Charge Point Holdings, Inc. (CHPT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1K+ 9.09% |
$4.85K - $9.02K
|
12K
$14.9K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
750New |
$3.64K - $6.77K
|
750
$930
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
683New |
$3.31K - $6.16K
|
683
$847
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
600New |
$2.91K - $5.41K
|
600
$744
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
445New |
$2.16K - $4.01K
|
445
$552
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
300New |
$1.46K - $2.71K
|
300
$372
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
204New |
$989 - $1.84K
|
204
$253
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
121New |
$587 - $1.09K
|
121
$150
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
50+ 100.0% |
$242 - $451
|
100
$124
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
50New |
$242 - $451
|
50
$62
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
40New |
$194 - $361
|
40
$49.6
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
18+ 58.06% |
$87.3 - $162
|
49
$60.8
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7New |
$33.9 - $63.1
|
7
$8.68
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
306KNew |
$2.25M - $3.15M
|
306K
$379K
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
64.9KNew |
$478K - $669K
|
64.9K
$80.5K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
44.7K+ 2.75% |
$329K - $461K
|
1.67M
$2.07M
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$189K - $264K
|
25.6K
$31.8K
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
25.3K+ 2.93% |
$186K - $261K
|
888K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$147K - $206K
|
20K
$24.8K
|
|
Aug 11, 2023
Q2 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
15.8K+ 453.71% |
$117K - $163K
|
19.3K
$24K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.1KNew |
$111K - $155K
|
15.1K
$18.7K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15K+ 8.98% |
$110K - $154K
|
182K
$225K
|
|
Aug 08, 2023
Q2 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
14.6K+ 58.7% |
$107K - $150K
|
39.4K
$48.8K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
13KNew |
$95.7K - $134K
|
13K
$16.1K
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
12.5KNew |
$92K - $129K
|
12.5K
$15.5K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$87K - $122K
|
11.8K
$14.7K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.9K+ 47.75% |
$80.3K - $112K
|
33.8K
$41.9K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.92K+ 29.1% |
$58.3K - $81.6K
|
35.1K
$43.6K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5K+ 37.04% |
$36.8K - $51.6K
|
18.5K
$22.9K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.53KNew |
$33.3K - $46.7K
|
4.53K
$5.62K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.84K+ 3.0% |
$13.5K - $18.9K
|
63K
$78.2K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.61KNew |
$11.8K - $16.6K
|
1.61K
$2K
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.23K+ 6.69% |
$9.02K - $12.6K
|
19.6K
$24.2K
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1KNew |
$7.36K - $10.3K
|
1K
$1.24K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
800New |
$5.89K - $8.25K
|
800
$992
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
585New |
$4.31K - $6.03K
|
585
$725
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
521+ 67.75% |
$3.83K - $5.37K
|
1.29K
$1.6K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
475+ 158.33% |
$3.5K - $4.9K
|
775
$961
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
385New |
$2.83K - $3.97K
|
385
$477
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
300New |
$2.21K - $3.09K
|
300
$372
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
220New |
$1.62K - $2.27K
|
220
$273
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
200New |
$1.47K - $2.06K
|
200
$248
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 50.0% |
$1.47K - $2.06K
|
600
$744
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
110New |
$810 - $1.13K
|
110
$136
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
100+ 0.77% |
$736 - $1.03K
|
13.1K
$16.2K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22New |
$162 - $227
|
22
$27.3
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10New |
$73.6 - $103
|
10
$12.4
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
$66.2 - $92.8
|
9
$11.2
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$58.9 - $82.5
|
10
$12.4
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$36.8 - $51.6
|
5
$6.2
|