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 1,016 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
20
shares
|
$7,205
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
19
shares
|
$6,845
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
19
shares
|
$6,845
0.0% of portfolio
|
Q4 2024
Added 137.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
19
shares
|
$6,845
0.0% of portfolio
|
Q3 2021
Reduced 44.12%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
19
shares
|
$6,845
0.0% of portfolio
|
Q4 2024
Added 171.43%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
18
shares
|
$6,484
0.0% of portfolio
|
Q1 2022
Reduced 99.44%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
18
shares
|
$6,484
0.0% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$6,484
0.0% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
17
shares
|
$6,124
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17
shares
|
$6,124
0.0% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
17
shares
|
$6,124
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$5,764
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
16
shares
|
$5,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
16
shares
|
$5,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
16
shares
|
$5,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
16
shares
|
$5,764
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
15
shares
|
$5,404
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
14
shares
|
$5,043
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
14
shares
|
$5,043
0.0% of portfolio
|
Q4 2024
Added 366.67%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
13
shares
|
$4,683
0.0% of portfolio
|
Q2 2023
Added 85.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
13
shares
|
$4,683
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
13
shares
|
$4,683
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
12
shares
|
$4,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
12
shares
|
$4,323
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
11
shares
|
$3,962
0.0% of portfolio
|
Q1 2022
New holding
|