Purchases and Sales Made in Q1 2023 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q1 2023. The information is specifically focused on institutions that hold shares of CHARTER COMMUNICATIONS, INC. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
46New |
$15.2K - $19K
|
46
$16K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
45+ 3.04% |
$14.8K - $18.6K
|
1.52K
$530K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 183.33% |
$14.5K - $18.1K
|
68
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
41+ 0.09% |
$13.5K - $16.9K
|
45.8K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40+ 111.11% |
$13.2K - $16.5K
|
76
$26.4K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
40+ 54.05% |
$13.2K - $16.5K
|
114
$39.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
39+ 4.73% |
$12.9K - $16.1K
|
864
$301K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39+ 6.07% |
$12.9K - $16.1K
|
682
$237K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 5.26% |
$12.2K - $15.3K
|
740
$257K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
35+ 20.59% |
$11.5K - $14.4K
|
205
$71.3K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
34+ 0.47% |
$11.2K - $14K
|
7.29K
$2.53M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32+ 0.0% |
$10.5K - $13.2K
|
8.23M
$2.86B
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
32+ 139.13% |
$10.5K - $13.2K
|
55
$19.1K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
30+ 50.0% |
$9.88K - $12.4K
|
90
$31.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
28+ 0.7% |
$9.23K - $11.5K
|
4.03K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
27+ 3.86% |
$8.9K - $11.1K
|
726
$253K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
27+ 1.83% |
$8.9K - $11.1K
|
1.5K
$523K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
26New |
$8.57K - $10.7K
|
26
$9.04K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26New |
$8.57K - $10.7K
|
26
$9.04K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24New |
$7.91K - $9.89K
|
24
$8.35K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22+ 3.53% |
$7.25K - $9.07K
|
645
$224K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
21+ 1.4% |
$6.92K - $8.66K
|
1.52K
$529K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
21+ 0.25% |
$6.92K - $8.66K
|
8.31K
$2.89M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 1.56% |
$6.59K - $8.25K
|
1.3K
$453K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 18.18% |
$6.59K - $8.25K
|
130
$45.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$6.59K - $8.25K
|
20
$6.96K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
20+ 0.3% |
$6.59K - $8.25K
|
6.61K
$2.3M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19+ 172.73% |
$6.26K - $7.83K
|
30
$10.4K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19+ 2.81% |
$6.26K - $7.83K
|
694
$241K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
19+ 1.56% |
$6.26K - $7.83K
|
1.24K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17+ 0.91% |
$5.6K - $7.01K
|
1.9K
$659K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 2.37% |
$5.27K - $6.6K
|
691
$240K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15New |
$4.94K - $6.18K
|
15
$5.22K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 31.91% |
$4.94K - $6.18K
|
62
$21.6K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
15New |
$4.94K - $6.18K
|
15
$5.22K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 7.32% |
$4.94K - $6.18K
|
220
$76.5K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14+ 1.05% |
$4.61K - $5.77K
|
1.34K
$467K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
13+ 13.83% |
$4.28K - $5.36K
|
107
$37.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 3.93% |
$3.95K - $4.95K
|
317
$110K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
11+ 0.32% |
$3.62K - $4.53K
|
3.46K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 0.16% |
$3.62K - $4.53K
|
6.82K
$2.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10+ 0.68% |
$3.29K - $4.12K
|
1.48K
$516K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10+ 0.86% |
$3.29K - $4.12K
|
1.17K
$407K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 60.0% |
$2.97K - $3.71K
|
24
$8.35K
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
9+ 0.06% |
$2.97K - $3.71K
|
14.2K
$4.95M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7+ 0.29% |
$2.31K - $2.89K
|
2.39K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7+ 100.0% |
$2.31K - $2.89K
|
14
$4.87K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7New |
$2.31K - $2.89K
|
7
$2.43K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7New |
$2.31K - $2.89K
|
7
$2.43K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
7New |
$2.31K - $2.89K
|
7
$2.43K
|