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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 1.16% |
$255 - $299
|
85
$28.9K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-40.4K- 94.7% |
$10.3M - $12.1M
|
2.26K
$767K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-470- 9.02% |
$120K - $141K
|
4.74K
$1.61M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 22.22% |
$509 - $598
|
7
$2.38K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
830New |
$211K - $248K
|
830
$282K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.85K- 31.78% |
$471K - $553K
|
3.97K
$1.35M
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80New |
$20.4K - $23.9K
|
80
$27.2K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-31- 4.18% |
$7.89K - $9.27K
|
711
$241K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.32K+ 149.77% |
$336K - $394K
|
2.2K
$747K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 29.34% |
$18.1K - $21.2K
|
171
$58.1K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-284- 21.68% |
$72.3K - $84.9K
|
1.03K
$348K
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.29K+ 7.42% |
$328K - $385K
|
18.7K
$6.34M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 3.44% |
$50.9K - $59.8K
|
5.61K
$1.9M
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
13+ 1.35% |
$3.31K - $3.89K
|
978
$332K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2New |
$509 - $598
|
2
$679
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-54- 1.96% |
$13.7K - $16.1K
|
2.71K
$919K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 9.38% |
$764 - $897
|
29
$9.85K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
552+ 31.74% |
$141K - $165K
|
2.29K
$778K
|
|
Jul 15, 2024
Q2 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-9K- 98.9% |
$2.29M - $2.69M
|
100
$34K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-572- 34.03% |
$146K - $171K
|
1.11K
$377K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
41+ 2050.0% |
$10.4K - $12.3K
|
43
$14.6K
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1New |
$255 - $299
|
1
$340
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-50- 43.48% |
$12.7K - $14.9K
|
65
$22.1K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-285- 89.34% |
$72.6K - $85.2K
|
34
$11.5K
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2- 0.16% |
$509 - $598
|
1.22K
$413K
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-77- 9.4% |
$19.6K - $23K
|
742
$252K
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.87K- 12.74% |
$731K - $859K
|
19.7K
$6.68M
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.44K- 57.17% |
$2.4M - $2.82M
|
7.07K
$2.4M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
310New |
$78.9K - $92.7K
|
310
$105K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
3.2K+ 41.51% |
$814K - $956K
|
10.9K
$3.7M
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-729- 9.04% |
$186K - $218K
|
7.34K
$2.49M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$2.55K - $2.99K
|
10
$3.4K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-171- 3.85% |
$43.5K - $51.1K
|
4.28K
$1.45M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.06KNew |
$270K - $317K
|
1.06K
$361K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 38.17% |
$25.5K - $29.9K
|
162
$55K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12New |
$3.06K - $3.59K
|
12
$4.08K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-40- 3.8% |
$10.2K - $12K
|
1.01K
$344K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3New |
$764 - $897
|
3
$1.02K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
110+ 5500.0% |
$28K - $32.9K
|
112
$38K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-184- 10.26% |
$46.8K - $55K
|
1.61K
$547K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
167New |
$42.5K - $49.9K
|
167
$56.7K
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
24.9K+ 11.03% |
$6.35M - $7.45M
|
251K
$85.2M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
90+ 13.43% |
$22.9K - $26.9K
|
760
$258K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-206- 50.0% |
$52.4K - $61.6K
|
206
$70K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
120+ 193.55% |
$30.6K - $35.9K
|
182
$61.8K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.03K+ 359.65% |
$261K - $306K
|
1.31K
$445K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
83+ 109.21% |
$21.1K - $24.8K
|
159
$54K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26- 12.94% |
$7.18K - $10.2K
|
175
$59.4K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
143K+ 12.77% |
$39.4M - $55.8M
|
1.26M
$428M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 6.55% |
$3.04K - $4.31K
|
179
$60.8K
|