Institutional Ownership Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR). We have compiled data on the 1,020 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
600
shares
|
$211,812
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
596
shares
|
$210,399
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
592
shares
|
$208,987
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
590
shares
|
$208,281
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
590
shares
|
$208,281
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
565
shares
|
$199,456
0.01% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
550
shares
|
$194,161
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
535
shares
|
$188,865
0.0% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
500
shares
|
$176,510
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
500
shares
|
$176,510
0.2% of portfolio
|
Q1 2022
Reduced 25.93%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
494
shares
|
$174,391
0.01% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
492
shares
|
$173,685
0.0% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
490
shares
|
$172,979
0.02% of portfolio
|
Q2 2022
Reduced 60.48%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
489
shares
|
$172,626
0.02% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
465
shares
|
$164,154
0.13% of portfolio
|
Q4 2024
Added 60.34%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
460
shares
|
$162,389
0.01% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
417
shares
|
$147,209
0.0% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
393
shares
|
$138,736
0.0% of portfolio
|
Q1 2024
Reduced 97.89%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
383
shares
|
$135,206
0.08% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
379
shares
|
$133,794
0.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
377
shares
|
$133,088
0.01% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
370
shares
|
$130,617
0.0% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
365
shares
|
$128,852
0.01% of portfolio
|
Q2 2021
Added 90.6%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
360
shares
|
$127,087
0.0% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
338
shares
|
$119,320
0.0% of portfolio
|
Q4 2024
Reduced 94.14%
|