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
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 50.0% |
$1.1K - $1.37K
|
3
$1.04K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 15.0% |
$1.1K - $1.37K
|
17
$5.91K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 3.17% |
$1.47K - $1.82K
|
122
$42.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.15% |
$2.21K - $2.73K
|
4.01K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-6- 1.06% |
$2.21K - $2.73K
|
561
$195K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-7- 1.19% |
$2.57K - $3.19K
|
579
$201K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 58.33% |
$2.57K - $3.19K
|
5
$1.74K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-10- 0.31% |
$3.68K - $4.56K
|
3.23K
$1.12M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 76.92% |
$3.68K - $4.56K
|
3
$1.04K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 1.95% |
$4.04K - $5.01K
|
554
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11- 0.39% |
$4.04K - $5.01K
|
2.84K
$986K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-12- 6.94% |
$4.41K - $5.47K
|
161
$56K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-12- 1.42% |
$4.41K - $5.47K
|
831
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13- 12.75% |
$4.78K - $5.92K
|
89
$31K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 18.84% |
$4.78K - $5.92K
|
56
$19.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-14- 0.59% |
$5.15K - $6.38K
|
2.36K
$820K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-14- 13.86% |
$5.15K - $6.38K
|
87
$30.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-14- 0.53% |
$5.15K - $6.38K
|
2.64K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16Closed |
$5.88K - $7.29K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-16- 6.43% |
$5.88K - $7.29K
|
233
$81K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-17- 2.39% |
$6.25K - $7.75K
|
693
$241K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-17- 2.39% |
$6.25K - $7.75K
|
693
$241K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.58% |
$7.35K - $9.11K
|
3.42K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-20- 46.51% |
$7.35K - $9.11K
|
23
$8K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-22- 1.58% |
$8.09K - $10K
|
1.37K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24- 92.31% |
$8.82K - $10.9K
|
2
$696
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-24- 39.34% |
$8.82K - $10.9K
|
37
$12.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-26- 3.98% |
$9.56K - $11.8K
|
627
$218K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-28- 0.31% |
$10.3K - $12.8K
|
8.98K
$3.12M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-28- 4.9% |
$10.3K - $12.8K
|
543
$189K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29- 3.62% |
$10.7K - $13.2K
|
772
$269K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-32- 56.14% |
$11.8K - $14.6K
|
25
$8.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-32- 2.0% |
$11.8K - $14.6K
|
1.57K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-34- 2.09% |
$12.5K - $15.5K
|
1.59K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-34- 5.17% |
$12.5K - $15.5K
|
624
$217K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-35- 0.37% |
$12.9K - $16K
|
9.48K
$3.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-35- 1.84% |
$12.9K - $16K
|
1.86K
$648K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-38- 2.59% |
$14K - $17.3K
|
1.43K
$497K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-42- 1.41% |
$15.4K - $19.1K
|
2.93K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-43- 12.18% |
$15.8K - $19.6K
|
310
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-44- 2.94% |
$16.2K - $20.1K
|
1.45K
$505K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-45- 6.99% |
$16.5K - $20.5K
|
599
$208K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-45- 2.41% |
$16.5K - $20.5K
|
1.82K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-46- 4.36% |
$16.9K - $21K
|
1.01K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 84.48% |
$18K - $22.3K
|
9
$3.13K
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-52- 0.37% |
$19.1K - $23.7K
|
14K
$4.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 8.92% |
$19.1K - $23.7K
|
531
$185K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-53- 4.16% |
$19.5K - $24.2K
|
1.22K
$425K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-56- 1.82% |
$20.6K - $25.5K
|
3.03K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-57- 57.58% |
$21K - $26K
|
42
$14.6K
|