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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6New |
$1.98K - $2.47K
|
6
$2.13K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 35.29% |
$1.98K - $2.47K
|
23
$8.15K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$1.65K - $2.06K
|
5
$1.77K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5+ 0.06% |
$1.65K - $2.06K
|
8.82K
$3.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 31.25% |
$1.65K - $2.06K
|
21
$7.45K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 25.0% |
$1.32K - $1.65K
|
20
$7.09K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.4% |
$1.32K - $1.65K
|
1K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 50.0% |
$1.32K - $1.65K
|
12
$4.25K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4New |
$1.32K - $1.65K
|
4
$1.42K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3+ 33.33% |
$988 - $1.24K
|
12
$4.25K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 100.0% |
$988 - $1.24K
|
6
$2.13K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 15.0% |
$988 - $1.24K
|
23
$8.15K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 1.55% |
$988 - $1.24K
|
197
$69.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2+ 0.21% |
$659 - $825
|
945
$335K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$659 - $825
|
888
$315K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.13% |
$329 - $412
|
799
$283K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1+ 0.12% |
$329 - $412
|
852
$302K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1New |
$329 - $412
|
1
$355
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$329 - $412
|
721
$256K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.16% |
$329 - $412
|
613
$217K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.2% |
$329 - $412
|
490
$174K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.16% |
$329 - $412
|
641
$227K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$329 - $412
|
1
$355
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 0.56% |
$329 - $412
|
176
$62.4K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1Closed |
$329 - $412
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 33.33% |
$329 - $412
|
2
$709
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2Closed |
$659 - $825
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2- 0.26% |
$659 - $825
|
779
$276K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2- 0.15% |
$659 - $825
|
1.34K
$475K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2- 33.33% |
$659 - $825
|
4
$1.42K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.19% |
$988 - $1.24K
|
1.59K
$565K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3- 0.43% |
$988 - $1.24K
|
687
$244K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.21% |
$988 - $1.24K
|
1.4K
$495K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4- 0.35% |
$1.32K - $1.65K
|
1.13K
$399K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-5- 15.15% |
$1.65K - $2.06K
|
28
$9.93K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 9.62% |
$1.65K - $2.06K
|
47
$16.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 50.0% |
$1.98K - $2.47K
|
6
$2.13K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6- 0.03% |
$1.98K - $2.47K
|
20.2K
$7.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-7- 7.29% |
$2.31K - $2.89K
|
89
$31.6K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7- 0.33% |
$2.31K - $2.89K
|
2.12K
$750K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7- 0.53% |
$2.31K - $2.89K
|
1.31K
$464K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-7- 70.0% |
$2.31K - $2.89K
|
3
$1.06K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-8- 13.33% |
$2.64K - $3.3K
|
52
$18.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 33.33% |
$2.64K - $3.3K
|
16
$5.67K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9- 0.82% |
$2.97K - $3.71K
|
1.09K
$385K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 10.98% |
$2.97K - $3.71K
|
73
$25.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-10- 1.37% |
$3.29K - $4.12K
|
718
$255K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 0.45% |
$3.29K - $4.12K
|
2.19K
$778K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 0.7% |
$3.29K - $4.12K
|
1.41K
$501K
|