Latest Institutional Purchases of Charter Communications, Inc. (CHTR)
This list provides information on the latest institutional transactions involving Charter Communications, Inc. (CHTR) 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
|
Convergence Investment Partners, LLC
|
BUY
|
- |
485New |
$178K - $221K
|
485
$169K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
457New |
$168K - $208K
|
457
$159K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
292+ 20.98% |
$107K - $133K
|
1.68K
$586K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
285New |
$105K - $130K
|
285
$99.1K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
213+ 15.91% |
$78.3K - $97.1K
|
1.55K
$540K
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
139+ 4.34% |
$51.1K - $63.3K
|
3.34K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
102+ 7.54% |
$37.5K - $46.5K
|
1.46K
$506K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
76+ 1.43% |
$27.9K - $34.6K
|
5.38K
$1.87M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
64+ 6.43% |
$23.5K - $29.2K
|
1.06K
$368K
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
39+ 1.64% |
$14.3K - $17.8K
|
2.41K
$839K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34New |
$12.5K - $15.5K
|
34
$11.8K
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
33New |
$12.1K - $15K
|
33
$11.5K
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27New |
$9.93K - $12.3K
|
27
$9.39K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
15New |
$5.51K - $6.84K
|
15
$5.22K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13+ 36.11% |
$4.78K - $5.92K
|
49
$17K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
12New |
$4.41K - $5.47K
|
12
$4.17K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
12New |
$4.41K - $5.47K
|
12
$4.17K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$3.68K - $4.56K
|
10
$3.48K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$2.57K - $3.19K
|
7
$2.43K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 13.51% |
$1.84K - $2.28K
|
42
$14.6K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 1.79% |
$1.47K - $1.82K
|
227
$79K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$1.47K - $1.82K
|
4
$1.39K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3New |
$1.1K - $1.37K
|
3
$1.04K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$735 - $911
|
2
$696
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$368 - $456
|
1
$348
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
29.5KNew |
$9.43M - $10.9M
|
29.5K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
25KNew |
$7.99M - $9.22M
|
25K
$8.7M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.22KNew |
$2.63M - $3.03M
|
8.22K
$2.86M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.06KNew |
$1.3M - $1.5M
|
4.06K
$1.41M
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.68KNew |
$538K - $621K
|
1.68K
$586K
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.45KNew |
$462K - $533K
|
1.45K
$503K
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.34KNew |
$427K - $492K
|
1.34K
$464K
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
936New |
$299K - $345K
|
936
$326K
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
552New |
$176K - $204K
|
552
$192K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
550New |
$176K - $203K
|
550
$191K
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
550New |
$176K - $203K
|
550
$191K
|
|
Aug 02, 2023
Q2 2023
|
Hosking Partners LLP
|
BUY
|
- |
419+ 7.27% |
$134K - $154K
|
6.19K
$2.15M
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
122New |
$39K - $45K
|
122
$42.4K
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 20.0% |
$32K - $36.9K
|
600
$209K
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
89+ 13.09% |
$28.4K - $32.8K
|
769
$267K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
57New |
$18.2K - $21K
|
57
$19.8K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55+ 916.67% |
$17.6K - $20.3K
|
61
$21.2K
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
33New |
$10.5K - $12.2K
|
33
$11.5K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22+ 2.44% |
$7.03K - $8.11K
|
922
$321K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12New |
$3.84K - $4.42K
|
12
$4.17K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$3.2K - $3.69K
|
10
$3.48K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
7New |
$2.24K - $2.58K
|
7
$2.43K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6+ 85.71% |
$1.92K - $2.21K
|
13
$4.52K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4New |
$1.28K - $1.47K
|
4
$1.39K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.64% |
$1.28K - $1.47K
|
627
$218K
|