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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.59K- 6.32% |
$577K - $724K
|
23.6K
$9.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
601New |
$218K - $273K
|
601
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
8KNew |
$2.9M - $3.64M
|
8K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.04KNew |
$375K - $471K
|
1.04K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.56KNew |
$564K - $708K
|
1.56K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
478KNew |
$173M - $217M
|
478K
$186M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.6K+ 20.86% |
$581K - $729K
|
9.29K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-4.75K- 65.12% |
$1.72M - $2.16M
|
2.55K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
804+ 80400.0% |
$291K - $365K
|
805
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.17K+ 15.12% |
$422K - $529K
|
8.87K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-14.2K- 31.5% |
$5.12M - $6.43M
|
30.8K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.49KNew |
$1.62M - $2.04M
|
4.49K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-100- 4.55% |
$36.2K - $45.4K
|
2.1K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
165+ 13.72% |
$59.7K - $75K
|
1.37K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
BUY
|
- |
561+ 5.54% |
$203K - $255K
|
10.7K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
95+ 79.83% |
$34.4K - $43.2K
|
214
$83.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-11- 12.79% |
$3.98K - $5K
|
75
$29.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
547New |
$198K - $249K
|
547
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6New |
$2.17K - $2.73K
|
6
$2.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$362 - $454
|
1
$390
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-531K- 17.42% |
$192M - $241M
|
2.52M
$982M
|
|
|
Feb 08, 2024
Q4 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-358- 9.51% |
$130K - $163K
|
3.41K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 33.33% |
$1.45K - $1.82K
|
16
$6.24K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
13+ 216.67% |
$4.71K - $5.91K
|
19
$7.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-473- 2.69% |
$171K - $215K
|
17.1K
$6.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10+ 1.85% |
$3.62K - $4.54K
|
551
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-84- 10.91% |
$30.4K - $38.2K
|
686
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.2K- 60.97% |
$433K - $543K
|
765
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.76KNew |
$999K - $1.25M
|
2.76K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8- 0.09% |
$2.9K - $3.64K
|
8.98K
$3.5M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8- 1.19% |
$2.9K - $3.64K
|
666
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-500- 32.24% |
$181K - $227K
|
1.05K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-11.5K- 20.0% |
$4.15M - $5.21M
|
45.8K
$17.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
6New |
$2.17K - $2.73K
|
6
$2.34K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21New |
$7.6K - $9.54K
|
21
$8.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-11- 1.32% |
$3.98K - $5K
|
820
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.91K- 7.71% |
$690K - $866K
|
22.8K
$8.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35- 62.5% |
$12.7K - $15.9K
|
21
$8.19K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.72K- 94.01% |
$3.52M - $4.42M
|
619
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
17+ 3.1% |
$6.15K - $7.73K
|
565
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
215New |
$77.8K - $97.7K
|
215
$83.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
752+ 5.56% |
$272K - $342K
|
14.3K
$5.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Eos Management, L.P.
|
SELL
|
- |
-1.2K- 46.15% |
$434K - $545K
|
1.4K
$546K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-13- 1.1% |
$4.71K - $5.91K
|
1.17K
$456K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.18K- 13.45% |
$429K - $538K
|
7.62K
$2.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
48+ 480.0% |
$17.4K - $21.8K
|
58
$22.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3New |
$1.09K - $1.36K
|
3
$1.17K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-11- 1.26% |
$3.98K - $5K
|
859
$335K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-155- 21.53% |
$56.1K - $70.4K
|
565
$220K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-14- 1.36% |
$5.07K - $6.36K
|
1.02K
$396K
|