Purchases and Sales Made in Q3 2021 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 14.31% |
$70.1K - $82.1K
|
799
$314K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 1.46% |
$70.1K - $82.1K
|
6.96K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
93+ 3.9% |
$65.2K - $76.4K
|
2.48K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
91+ 1.34% |
$63.8K - $74.7K
|
6.86K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
90+ 5.05% |
$63.1K - $73.9K
|
1.87K
$736K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
90+ 204.55% |
$63.1K - $73.9K
|
134
$52.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
86+ 21.61% |
$60.3K - $70.6K
|
484
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 22.85% |
$59.6K - $69.8K
|
457
$180K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85+ 36.32% |
$59.6K - $69.8K
|
319
$125K
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
84+ 9.51% |
$58.9K - $69K
|
967
$380K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
84New |
$58.9K - $69K
|
84
$33K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 86.32% |
$57.5K - $67.3K
|
177
$69.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
81+ 6.13% |
$56.8K - $66.5K
|
1.4K
$551K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
80+ 17.43% |
$56.1K - $65.7K
|
539
$212K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
77+ 7.84% |
$54K - $63.2K
|
1.06K
$416K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
74New |
$51.9K - $60.8K
|
74
$29.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
73+ 125.86% |
$51.2K - $59.9K
|
131
$51.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
71+ 1.19% |
$49.8K - $58.3K
|
6.02K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
70+ 6.03% |
$49.1K - $57.5K
|
1.23K
$483K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
67+ 5.76% |
$47K - $55K
|
1.23K
$483K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66+ 6.66% |
$46.3K - $54.2K
|
1.06K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
65+ 0.72% |
$45.6K - $53.4K
|
9.12K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
62+ 1.72% |
$43.5K - $50.9K
|
3.66K
$1.44M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
57+ 8.1% |
$40K - $46.8K
|
761
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
57+ 2.59% |
$40K - $46.8K
|
2.26K
$889K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
57+ 17.59% |
$40K - $46.8K
|
381
$150K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
54+ 2.37% |
$37.9K - $44.3K
|
2.34K
$919K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
54+ 5.13% |
$37.9K - $44.3K
|
1.11K
$435K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
50+ 29.59% |
$35.1K - $41.1K
|
219
$86.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47+ 7.51% |
$33K - $38.6K
|
673
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
47New |
$33K - $38.6K
|
47
$18.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46+ 9.11% |
$32.3K - $37.8K
|
551
$217K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
43New |
$30.2K - $35.3K
|
43
$16.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43+ 5.24% |
$30.2K - $35.3K
|
864
$340K
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
42+ 2.01% |
$29.5K - $34.5K
|
2.13K
$838K
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
40New |
$28.1K - $32.8K
|
40
$15.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
39+ 3.29% |
$27.4K - $32K
|
1.23K
$482K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 4.49% |
$27.4K - $32K
|
908
$357K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
39New |
$27.4K - $32K
|
39
$15.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39+ 10.83% |
$27.4K - $32K
|
399
$157K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
36+ 11.96% |
$25.2K - $29.6K
|
337
$132K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
32+ 1.78% |
$22.4K - $26.3K
|
1.83K
$718K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 1.82% |
$22.4K - $26.3K
|
1.8K
$706K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
31+ 0.65% |
$21.7K - $25.5K
|
4.82K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 1.64% |
$21K - $24.6K
|
1.86K
$729K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
29+ 3.68% |
$20.3K - $23.8K
|
816
$321K
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
29+ 5.54% |
$20.3K - $23.8K
|
552
$217K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 8.31% |
$19.6K - $23K
|
365
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
27+ 0.97% |
$18.9K - $22.2K
|
2.81K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
27+ 3.29% |
$18.9K - $22.2K
|
848
$333K
|