Latest Institutional Transactions on Charter Communications, Inc. (CHTR)
This table provides information on the latest institutional transactions involving Charter Communications, Inc. (CHTR) 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 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
747+ 2.83% |
$250K - $287K
|
27.1K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5+ 0.8% |
$1.67K - $1.92K
|
631
$242K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 44.44% |
$1.34K - $1.54K
|
5
$1.92K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
133+ 7.38% |
$44.5K - $51.2K
|
1.93K
$742K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$3.01K - $3.46K
|
9
$3.45K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-112- 56.28% |
$37.5K - $43.1K
|
87
$33.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 1.32% |
$1.67K - $1.92K
|
374
$143K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 100.0% |
$670 - $770
|
4
$1.53K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
224+ 16.33% |
$75K - $86.2K
|
1.6K
$612K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.7KNew |
$2.58M - $2.96M
|
7.7K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41+ 93.18% |
$13.7K - $15.8K
|
85
$32.6K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-894- 16.07% |
$299K - $344K
|
4.67K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.38K+ 9.94% |
$1.13M - $1.3M
|
37.4K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.62% |
$2.34K - $2.69K
|
1.13K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 7.06% |
$768K - $882K
|
30.2K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-664- 13.19% |
$222K - $255K
|
4.37K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
125+ 5.62% |
$41.9K - $48.1K
|
2.35K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 42.86% |
$2.01K - $2.31K
|
20
$7.67K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 2.17% |
$33.5K - $38.5K
|
4.5K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
27+ 10.55% |
$9.04K - $10.4K
|
283
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-40- 3.81% |
$13.4K - $15.4K
|
1.01K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-396- 2.4% |
$133K - $152K
|
16.1K
$6.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.76KNew |
$588K - $676K
|
1.76K
$674K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
583New |
$195K - $224K
|
583
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
138+ 1.03% |
$46.2K - $53.1K
|
13.5K
$5.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 1.02% |
$2.01K - $2.31K
|
596
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
96+ 51.61% |
$32.1K - $36.9K
|
282
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
42+ 6.98% |
$14.1K - $16.2K
|
644
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-29- 2.35% |
$9.71K - $11.2K
|
1.21K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29New |
$9.71K - $11.2K
|
29
$11.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-9- 9.78% |
$3.01K - $3.46K
|
83
$31.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-5- 62.5% |
$1.67K - $1.92K
|
3
$1.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 16.0% |
$1.34K - $1.54K
|
21
$8.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.64K+ 20.27% |
$1.89M - $2.17M
|
33.5K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-226- 32.66% |
$75.7K - $87K
|
466
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4- 0.14% |
$1.34K - $1.54K
|
2.77K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
29+ 1.08% |
$9.71K - $11.2K
|
2.7K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.19K+ 51.51% |
$399K - $459K
|
3.51K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
364+ 17.41% |
$122K - $140K
|
2.46K
$942K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-36- 2.59% |
$12.1K - $13.9K
|
1.36K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.24% |
$1.67K - $1.92K
|
2.05K
$787K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
1.6K+ 2.38% |
$536K - $616K
|
68.8K
$26.4M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$335 - $385
|
1
$384
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
66+ 69.47% |
$22.1K - $25.4K
|
161
$61.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 54.55% |
$2.01K - $2.31K
|
17
$6.52K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.14% |
$335 - $385
|
725
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
9.72K+ 120.39% |
$3.26M - $3.74M
|
17.8K
$6.83M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
78+ 0.92% |
$26.1K - $30K
|
8.59K
$3.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.83K+ 2.57% |
$946K - $1.09M
|
113K
$43.3M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7New |
$2.34K - $2.69K
|
7
$2.68K
|