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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
22
shares
|
$7,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
21
shares
|
$7,614
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
21
shares
|
$7,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$7,251
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
20
shares
|
$7,251
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
20
shares
|
$7,251
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
20
shares
|
$7,251
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
20
shares
|
$7,251
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
20
shares
|
$7,251
0.0% of portfolio
|
Q4 2023
Reduced 25.93%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
19
shares
|
$6,889
0.0% of portfolio
|
Q4 2024
Added 171.43%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
19
shares
|
$6,889
0.0% of portfolio
|
Q3 2021
Reduced 44.12%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
19
shares
|
$6,889
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
19
shares
|
$6,889
0.0% of portfolio
|
Q4 2024
Added 137.5%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$6,526
0.0% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
18
shares
|
$6,526
0.0% of portfolio
|
Q1 2022
Reduced 99.44%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
18
shares
|
$6,526
0.0% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17
shares
|
$6,163
0.0% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
17
shares
|
$6,163
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
17
shares
|
$6,163
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
16
shares
|
$5,801
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
16
shares
|
$5,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
16
shares
|
$5,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
16
shares
|
$5,801
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$5,801
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
15
shares
|
$5,438
0.01% of portfolio
|
Q1 2023
New holding
|