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 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13+ 0.76% |
$3.94K - $6.41K
|
1.71K
$596K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
11+ 35.48% |
$3.34K - $5.42K
|
42
$14.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 15.79% |
$2.73K - $4.43K
|
66
$23K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9+ 5.14% |
$2.73K - $4.43K
|
184
$64K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 1.09% |
$2.43K - $3.94K
|
745
$259K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
7+ 15.56% |
$2.12K - $3.45K
|
52
$18.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 1.41% |
$1.82K - $2.96K
|
431
$150K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 100.0% |
$1.82K - $2.96K
|
12
$4.17K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
5+ 0.66% |
$1.52K - $2.46K
|
765
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5New |
$1.52K - $2.46K
|
5
$1.74K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5+ 0.47% |
$1.52K - $2.46K
|
1.06K
$370K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$1.21K - $1.97K
|
1.12K
$390K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$1.21K - $1.97K
|
4
$1.39K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3New |
$910 - $1.48K
|
3
$1.04K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3New |
$910 - $1.48K
|
3
$1.04K
|
|
|
Nov 10, 2022
Q3 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3+ 1.15% |
$910 - $1.48K
|
264
$91.8K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 2.91% |
$910 - $1.48K
|
106
$36.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
2+ 0.09% |
$607 - $985
|
2.18K
$759K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.8% |
$607 - $985
|
251
$87.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$607 - $985
|
6.41K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 14.29% |
$303 - $493
|
8
$2.78K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$303 - $493
|
1
$348
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$303 - $493
|
3
$1.04K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$303 - $493
|
1
$348
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 12.5% |
$303 - $493
|
9
$3.13K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
1New |
$303 - $493
|
1
$348
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.11% |
$303 - $493
|
900
$313K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.06% |
$303 - $493
|
93
$32.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 1.43% |
$303 - $493
|
69
$24K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$303 - $493
|
670
$233K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.43% |
$303 - $493
|
69
$24K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-1- 0.1% |
$303 - $493
|
1K
$349K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.63% |
$607 - $985
|
315
$110K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 1.5% |
$607 - $985
|
131
$45.6K
|
|
|
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
$113K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.92% |
$910 - $1.48K
|
324
$113K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3- 0.16% |
$910 - $1.48K
|
1.9K
$660K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 0.59% |
$910 - $1.48K
|
502
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-4- 44.44% |
$1.21K - $1.97K
|
5
$1.74K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5- 33.33% |
$1.52K - $2.46K
|
10
$3.48K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.56% |
$1.82K - $2.96K
|
1.08K
$374K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6- 0.64% |
$1.82K - $2.96K
|
929
$323K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 9.23% |
$1.82K - $2.96K
|
59
$20.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 3.16% |
$1.82K - $2.96K
|
184
$64K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.13% |
$1.82K - $2.96K
|
4.66K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.4% |
$2.12K - $3.45K
|
1.73K
$603K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.67% |
$2.12K - $3.45K
|
411
$143K
|