Purchases and Sales Made in Q2 2023 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.5% |
$16.3K - $18.8K
|
3.44K
$1.22M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
50+ 0.28% |
$16K - $18.4K
|
18.2K
$6.44M
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
50+ 4.04% |
$16K - $18.4K
|
1.29K
$457K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
50+ 5.29% |
$16K - $18.4K
|
995
$353K
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
46+ 4.71% |
$14.7K - $17K
|
1.02K
$363K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
43New |
$13.7K - $15.9K
|
43
$15.2K
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42+ 5.48% |
$13.4K - $15.5K
|
809
$287K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 4200.0% |
$13.4K - $15.5K
|
43
$15.2K
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
39+ 34.21% |
$12.5K - $14.4K
|
153
$54.2K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
39+ 5.89% |
$12.5K - $14.4K
|
701
$249K
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
37+ 0.16% |
$11.8K - $13.6K
|
23.4K
$8.28M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 6.72% |
$11.2K - $12.9K
|
556
$197K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 9.47% |
$10.9K - $12.5K
|
393
$139K
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
33New |
$10.5K - $12.2K
|
33
$11.7K
|
|
Aug 10, 2023
Q2 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
33+ 8.85% |
$10.5K - $12.2K
|
406
$144K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 30.48% |
$10.2K - $11.8K
|
137
$48.6K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 16.67% |
$10.2K - $11.8K
|
224
$79.4K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
31+ 1.94% |
$9.91K - $11.4K
|
1.63K
$576K
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
30+ 1.05% |
$9.59K - $11.1K
|
2.89K
$1.02M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
29+ 2.48% |
$9.27K - $10.7K
|
1.2K
$425K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
27+ 45.0% |
$8.63K - $9.95K
|
87
$30.8K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26New |
$8.31K - $9.59K
|
26
$9.22K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
26+ 0.31% |
$8.31K - $9.59K
|
8.35K
$2.96M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22+ 2.44% |
$7.03K - $8.11K
|
922
$327K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19+ 2.6% |
$6.07K - $7.01K
|
751
$266K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
19+ 2.23% |
$6.07K - $7.01K
|
871
$309K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$5.11K - $5.9K
|
16
$5.67K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
14+ 0.74% |
$4.48K - $5.16K
|
1.9K
$673K
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
13+ 0.1% |
$4.16K - $4.79K
|
13K
$4.61M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 1.25% |
$4.16K - $4.79K
|
1.05K
$374K
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.59% |
$4.16K - $4.79K
|
2.23K
$790K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12New |
$3.84K - $4.42K
|
12
$4.25K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12New |
$3.84K - $4.42K
|
12
$4.25K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 41.38% |
$3.84K - $4.42K
|
41
$14.5K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
11New |
$3.52K - $4.06K
|
11
$3.9K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 3.22% |
$3.52K - $4.06K
|
353
$125K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 1.05% |
$3.2K - $3.69K
|
962
$341K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$3.2K - $3.69K
|
10
$3.55K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 2.59% |
$2.88K - $3.32K
|
357
$127K
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
8+ 1.61% |
$2.56K - $2.95K
|
505
$179K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 0.2% |
$2.56K - $2.95K
|
4.01K
$1.42M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7+ 26.92% |
$2.24K - $2.58K
|
33
$11.7K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7+ 1.08% |
$2.24K - $2.58K
|
658
$233K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$2.24K - $2.58K
|
7
$2.48K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
7New |
$2.24K - $2.58K
|
7
$2.48K
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6+ 0.28% |
$1.92K - $2.21K
|
2.12K
$752K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6+ 85.71% |
$1.92K - $2.21K
|
13
$4.61K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6+ 2.31% |
$1.92K - $2.21K
|
266
$94.3K
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6New |
$1.92K - $2.21K
|
6
$2.13K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
6+ 10.91% |
$1.92K - $2.21K
|
61
$21.6K
|