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 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
775New |
$214K - $303K
|
775
$308K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
882+ 35.69% |
$244K - $345K
|
3.35K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-3- 0.02% |
$829 - $1.17K
|
12K
$4.78M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
55.2K+ 7809.05% |
$15.3M - $21.6M
|
55.9K
$22.2M
|
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
10.4KNew |
$2.87M - $4.07M
|
10.4K
$4.12M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.82% |
$1.66K - $2.35K
|
735
$292K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
24New |
$6.63K - $9.4K
|
24
$9.53K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.52K+ 45.83% |
$1.8M - $2.55M
|
20.7K
$8.23M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
2New |
$553 - $783
|
2
$794
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.62KNew |
$1.83M - $2.59M
|
6.62K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
SELL
|
- |
-11.7K- 42.36% |
$3.24M - $4.59M
|
15.9K
$6.33M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-539- 98.9% |
$149K - $211K
|
6
$2.38K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2New |
$553 - $783
|
2
$794
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 15.15% |
$1.38K - $1.96K
|
28
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2+ 6.67% |
$553 - $783
|
32
$12.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1- 50.0% |
$276 - $392
|
1
$397
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
78New |
$21.6K - $30.5K
|
78
$31K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-44- 49.44% |
$12.2K - $17.2K
|
45
$17.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-78- 8.71% |
$21.6K - $30.5K
|
818
$325K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-82- 10.47% |
$22.7K - $32.1K
|
701
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.33% |
$3.87K - $5.48K
|
4.24K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-35- 42.68% |
$9.67K - $13.7K
|
47
$18.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
37New |
$10.2K - $14.5K
|
37
$14.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 1.02% |
$8.29K - $11.7K
|
2.98K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 8.97% |
$7.18K - $10.2K
|
264
$105K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5New |
$1.38K - $1.96K
|
5
$1.98K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3New |
$829 - $1.17K
|
3
$1.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
30+ 46.88% |
$8.29K - $11.7K
|
94
$37.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8- 23.53% |
$2.21K - $3.13K
|
26
$10.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-587- 24.52% |
$162K - $230K
|
1.81K
$717K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-82- 1.67% |
$22.7K - $32.1K
|
4.84K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
175+ 43.75% |
$48.4K - $68.5K
|
575
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$5.53K - $7.83K
|
20
$7.94K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7- 0.29% |
$1.93K - $2.74K
|
2.39K
$947K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-584- 45.8% |
$161K - $229K
|
691
$274K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2New |
$553 - $783
|
2
$794
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-20- 95.24% |
$5.53K - $7.83K
|
1
$397
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.89% |
$276 - $392
|
113
$44.9K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 8.63% |
$4.7K - $6.66K
|
180
$71.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Caledonia Investments PLC
|
BUY
|
- |
12.5K+ 9.7% |
$3.45M - $4.89M
|
141K
$56.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
20.2KNew |
$5.57M - $7.89M
|
20.2K
$8M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-7- 29.17% |
$1.93K - $2.74K
|
17
$6.75K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
82+ 8200.0% |
$22.7K - $32.1K
|
83
$32.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.49K- 98.05% |
$1.79M - $2.54M
|
129
$51.2K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 62.5% |
$2.76K - $3.92K
|
6
$2.38K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-27- 31.03% |
$7.46K - $10.6K
|
60
$23.8K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$362 - $454
|
1
$397
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2Closed |
$724 - $909
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$4.34K - $5.45K
|
12
$4.76K
|
|