Purchases and Sales Made in Q3 2022 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
11+ 35.48% |
$3.34K - $5.42K
|
42
$16.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 15.79% |
$2.73K - $4.43K
|
66
$25.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9+ 5.14% |
$2.73K - $4.43K
|
184
$72.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 1.09% |
$2.43K - $3.94K
|
745
$293K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
7+ 15.56% |
$2.12K - $3.45K
|
52
$20.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 1.41% |
$1.82K - $2.96K
|
431
$169K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 100.0% |
$1.82K - $2.96K
|
12
$4.72K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5+ 0.47% |
$1.52K - $2.46K
|
1.06K
$418K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
5+ 0.66% |
$1.52K - $2.46K
|
765
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5New |
$1.52K - $2.46K
|
5
$1.97K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$1.21K - $1.97K
|
4
$1.57K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$1.21K - $1.97K
|
1.12K
$441K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$910 - $1.48K
|
3
$1.18K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3New |
$910 - $1.48K
|
3
$1.18K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 2.91% |
$910 - $1.48K
|
106
$41.7K
|
|
|
Nov 10, 2022
Q3 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3+ 1.15% |
$910 - $1.48K
|
264
$104K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.8% |
$607 - $985
|
251
$98.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
2+ 0.09% |
$607 - $985
|
2.18K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$607 - $985
|
6.41K
$2.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$303 - $493
|
1
$393
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 14.29% |
$303 - $493
|
8
$3.14K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 12.5% |
$303 - $493
|
9
$3.54K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$303 - $493
|
3
$1.18K
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.11% |
$303 - $493
|
900
$354K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
1New |
$303 - $493
|
1
$393
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$303 - $493
|
1
$393
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 1.43% |
$303 - $493
|
69
$27.1K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.06% |
$303 - $493
|
93
$36.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$303 - $493
|
670
$263K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.43% |
$303 - $493
|
69
$27.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-1- 0.1% |
$303 - $493
|
1K
$395K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 1.5% |
$607 - $985
|
131
$51.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.63% |
$607 - $985
|
315
$124K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3- 0.16% |
$910 - $1.48K
|
1.9K
$746K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.92% |
$910 - $1.48K
|
324
$127K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 0.59% |
$910 - $1.48K
|
502
$197K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3Closed |
$910 - $1.48K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 0.92% |
$910 - $1.48K
|
324
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-4- 44.44% |
$1.21K - $1.97K
|
5
$1.97K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5- 33.33% |
$1.52K - $2.46K
|
10
$3.93K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.56% |
$1.82K - $2.96K
|
1.08K
$423K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 3.16% |
$1.82K - $2.96K
|
184
$72.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 9.23% |
$1.82K - $2.96K
|
59
$23.2K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.13% |
$1.82K - $2.96K
|
4.66K
$1.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6- 0.64% |
$1.82K - $2.96K
|
929
$365K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.67% |
$2.12K - $3.45K
|
411
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.4% |
$2.12K - $3.45K
|
1.73K
$682K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-8- 11.27% |
$2.43K - $3.94K
|
63
$24.8K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-8- 6.06% |
$2.43K - $3.94K
|
124
$48.7K
|