Purchases and Sales Made in Q2 2021 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 18.0% |
$5.45K - $6.49K
|
59
$23.2K
|
|
|
Aug 03, 2021
Q2 2021
|
Highland Private Wealth Management
|
BUY
|
- |
9+ 2.5% |
$5.45K - $6.49K
|
369
$145K
|
|
|
Aug 11, 2021
Q2 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8+ 0.2% |
$4.84K - $5.77K
|
3.98K
$1.56M
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7+ 3.11% |
$4.24K - $5.05K
|
232
$91.2K
|
|
|
Jun 02, 2022
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7+ 2.49% |
$4.24K - $5.05K
|
288
$113K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.86% |
$3.63K - $4.33K
|
704
$277K
|
|
|
Jul 29, 2021
Q2 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6+ 1.74% |
$3.63K - $4.33K
|
350
$138K
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 3.31% |
$3.63K - $4.33K
|
187
$73.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Baxter Bros Inc
|
BUY
|
- |
6+ 0.19% |
$3.63K - $4.33K
|
3.23K
$1.27M
|
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5+ 1.61% |
$3.03K - $3.61K
|
316
$124K
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5New |
$3.03K - $3.61K
|
5
$1.97K
|
|
|
Jul 20, 2021
Q2 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
5+ 0.83% |
$3.03K - $3.61K
|
611
$240K
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$3.03K - $3.61K
|
5
$1.97K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4New |
$2.42K - $2.89K
|
4
$1.57K
|
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4+ 0.93% |
$2.42K - $2.89K
|
435
$171K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 4.12% |
$2.42K - $2.89K
|
101
$39.7K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.26% |
$2.42K - $2.89K
|
181
$71.1K
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 1.16% |
$2.42K - $2.89K
|
348
$137K
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.41% |
$2.42K - $2.89K
|
979
$385K
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
4+ 10.26% |
$2.42K - $2.89K
|
43
$16.9K
|
|
|
Aug 10, 2021
Q2 2021
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.41% |
$2.42K - $2.89K
|
983
$386K
|
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4New |
$2.42K - $2.89K
|
4
$1.57K
|
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4New |
$2.42K - $2.89K
|
4
$1.57K
|
|
|
Aug 06, 2021
Q2 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4+ 3.48% |
$2.42K - $2.89K
|
119
$46.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
3+ 4.69% |
$1.82K - $2.16K
|
67
$26.3K
|
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3+ 0.04% |
$1.82K - $2.16K
|
7.96K
$3.13M
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.24% |
$1.82K - $2.16K
|
1.24K
$485K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.52% |
$1.82K - $2.16K
|
583
$229K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$1.21K - $1.44K
|
699
$275K
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
2New |
$1.21K - $1.44K
|
2
$786
|
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.26% |
$1.21K - $1.44K
|
781
$307K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.29% |
$1.21K - $1.44K
|
695
$273K
|
|
|
Aug 12, 2021
Q2 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2New |
$1.21K - $1.44K
|
2
$786
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.84% |
$1.21K - $1.44K
|
241
$94.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.53% |
$1.21K - $1.44K
|
382
$150K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 50.0% |
$606 - $721
|
3
$1.18K
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1+ 0.25% |
$606 - $721
|
397
$156K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.27% |
$606 - $721
|
372
$146K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$606 - $721
|
537
$211K
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1+ 0.58% |
$606 - $721
|
173
$68K
|
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$606 - $721
|
1
$393
|
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.09% |
$606 - $721
|
1.11K
$436K
|
|
|
Aug 13, 2021
Q2 2021
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.07% |
$606 - $721
|
1.39K
$544K
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1- 25.0% |
$606 - $721
|
3
$1.18K
|
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1Closed |
$606 - $721
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1Closed |
$606 - $721
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.16% |
$606 - $721
|
615
$242K
|
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1Closed |
$606 - $721
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.29% |
$606 - $721
|
342
$134K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.11% |
$606 - $721
|
951
$374K
|