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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 2.3% |
$1.6K - $1.84K
|
222
$77.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.64% |
$1.28K - $1.47K
|
627
$218K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 12.9% |
$1.28K - $1.47K
|
35
$12.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
4+ 0.64% |
$1.28K - $1.47K
|
625
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4New |
$1.28K - $1.47K
|
4
$1.39K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.71% |
$1.28K - $1.47K
|
565
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3+ 3.03% |
$959 - $1.11K
|
102
$35.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 1.36% |
$959 - $1.11K
|
223
$77.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3+ 0.49% |
$959 - $1.11K
|
616
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.08% |
$959 - $1.11K
|
3.54K
$1.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$959 - $1.11K
|
1.13K
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 17.65% |
$959 - $1.11K
|
20
$6.96K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.6% |
$959 - $1.11K
|
499
$174K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3New |
$959 - $1.11K
|
3
$1.04K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.06% |
$959 - $1.11K
|
285
$99.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.76% |
$959 - $1.11K
|
173
$60.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$639 - $737
|
2
$696
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.26% |
$639 - $737
|
783
$272K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.18% |
$639 - $737
|
1.09K
$378K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2New |
$639 - $737
|
2
$696
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2New |
$639 - $737
|
2
$696
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 33.33% |
$320 - $369
|
4
$1.39K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$320 - $369
|
1
$348
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$320 - $369
|
516
$179K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1New |
$320 - $369
|
1
$348
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.6% |
$320 - $369
|
169
$58.8K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 6.67% |
$320 - $369
|
16
$5.57K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$320 - $369
|
516
$179K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.64% |
$320 - $369
|
156
$54.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.2% |
$320 - $369
|
489
$170K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.32% |
$320 - $369
|
316
$110K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 0.54% |
$639 - $737
|
366
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2- 0.16% |
$639 - $737
|
1.28K
$446K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 16.67% |
$639 - $737
|
10
$3.48K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2- 0.15% |
$639 - $737
|
1.34K
$466K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$639 - $737
|
10
$3.48K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 0.13% |
$639 - $737
|
1.5K
$522K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2- 7.69% |
$639 - $737
|
24
$8.35K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3- 50.0% |
$959 - $1.11K
|
3
$1.04K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 13.04% |
$959 - $1.11K
|
20
$6.96K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 1.06% |
$959 - $1.11K
|
280
$97.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 5.48% |
$1.28K - $1.47K
|
69
$24K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5- 12.2% |
$1.6K - $1.84K
|
36
$12.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.25% |
$1.92K - $2.21K
|
473
$165K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-6- 9.84% |
$1.92K - $2.21K
|
55
$19.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-7- 0.97% |
$2.24K - $2.58K
|
711
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7- 30.43% |
$2.24K - $2.58K
|
16
$5.57K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 7.69% |
$2.24K - $2.58K
|
84
$29.2K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-7Closed |
$2.24K - $2.58K
|
0
$0
|