Purchases and Sales Made in Q3 2023 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
87+ 0.97% |
$32K - $39.6K
|
9.09K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
86+ 1.21% |
$31.6K - $39.2K
|
7.19K
$2.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
85+ 10.86% |
$31.3K - $38.7K
|
868
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
80+ 11.48% |
$29.4K - $36.5K
|
777
$306K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
78+ 7.65% |
$28.7K - $35.5K
|
1.1K
$432K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
76+ 1.43% |
$27.9K - $34.6K
|
5.38K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
74+ 9.62% |
$27.2K - $33.7K
|
843
$332K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
73+ 28.52% |
$26.8K - $33.3K
|
329
$130K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
69+ 12.3% |
$25.4K - $31.4K
|
630
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
67+ 2.17% |
$24.6K - $30.5K
|
3.16K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
65+ 10.67% |
$23.9K - $29.6K
|
674
$265K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
64+ 6.43% |
$23.5K - $29.2K
|
1.06K
$417K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
58+ 15.85% |
$21.3K - $26.4K
|
424
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
56+ 34.36% |
$20.6K - $25.5K
|
219
$86.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
54+ 0.31% |
$19.9K - $24.6K
|
17.6K
$6.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
52+ 3.48% |
$19.1K - $23.7K
|
1.55K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
50+ 3.92% |
$18.4K - $22.8K
|
1.33K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
48New |
$17.6K - $21.9K
|
48
$18.9K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
45+ 0.51% |
$16.5K - $20.5K
|
8.91K
$3.51M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.8% |
$16.2K - $20.1K
|
5.53K
$2.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
42+ 168.0% |
$15.4K - $19.1K
|
67
$26.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 97.67% |
$15.4K - $19.1K
|
85
$33.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 11.48% |
$15.1K - $18.7K
|
398
$157K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
39+ 6.88% |
$14.3K - $17.8K
|
606
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
39+ 1.64% |
$14.3K - $17.8K
|
2.41K
$950K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
39+ 0.84% |
$14.3K - $17.8K
|
4.69K
$1.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
38+ 23.75% |
$14K - $17.3K
|
198
$78K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
37+ 2.47% |
$13.6K - $16.9K
|
1.54K
$606K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
37+ 2.17% |
$13.6K - $16.9K
|
1.74K
$687K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34New |
$12.5K - $15.5K
|
34
$13.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
33New |
$12.1K - $15K
|
33
$13K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
33+ 0.33% |
$12.1K - $15K
|
9.97K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
32New |
$11.8K - $14.6K
|
32
$12.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
29+ 3.45% |
$10.7K - $13.2K
|
870
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 9.82% |
$10.3K - $12.8K
|
313
$123K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 20.44% |
$10.3K - $12.8K
|
165
$65K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
27+ 32.14% |
$9.93K - $12.3K
|
111
$43.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27+ 1.67% |
$9.93K - $12.3K
|
1.64K
$647K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27+ 4.75% |
$9.93K - $12.3K
|
595
$234K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
27+ 2.33% |
$9.93K - $12.3K
|
1.19K
$467K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27New |
$9.93K - $12.3K
|
27
$10.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
24+ 20.51% |
$8.82K - $10.9K
|
141
$55.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
24+ 2.18% |
$8.82K - $10.9K
|
1.13K
$443K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
23New |
$8.46K - $10.5K
|
23
$9.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23+ 1.63% |
$8.46K - $10.5K
|
1.43K
$564K
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
22+ 4.36% |
$8.09K - $10K
|
527
$207K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 9.31% |
$6.99K - $8.66K
|
223
$87.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
17+ 242.86% |
$6.25K - $7.75K
|
24
$9.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
17New |
$6.25K - $7.75K
|
17
$6.69K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
16+ 37.21% |
$5.88K - $7.29K
|
59
$23.2K
|