Purchases and Sales Made in Q4 2022 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
17New |
$5.18K - $6.7K
|
17
$4.29K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16New |
$4.88K - $6.31K
|
16
$4.04K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16New |
$4.88K - $6.31K
|
16
$4.04K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
16+ 0.2% |
$4.88K - $6.31K
|
8.14K
$2.06M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
15New |
$4.57K - $5.92K
|
15
$3.79K
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
15+ 2.28% |
$4.57K - $5.92K
|
673
$170K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 0.75% |
$3.96K - $5.13K
|
1.74K
$439K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.71% |
$3.96K - $5.13K
|
1.85K
$466K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
13New |
$3.96K - $5.13K
|
13
$3.28K
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 1200.0% |
$3.66K - $4.73K
|
13
$3.28K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12New |
$3.66K - $4.73K
|
12
$3.03K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11New |
$3.35K - $4.34K
|
11
$2.78K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
11New |
$3.35K - $4.34K
|
11
$2.78K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
10+ 142.86% |
$3.05K - $3.94K
|
17
$4.29K
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
9+ 1.01% |
$2.74K - $3.55K
|
904
$228K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
9+ 90.0% |
$2.74K - $3.55K
|
19
$4.8K
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
9+ 1.01% |
$2.74K - $3.55K
|
904
$228K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 300.0% |
$2.74K - $3.55K
|
12
$3.03K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9+ 0.96% |
$2.74K - $3.55K
|
945
$239K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$2.44K - $3.16K
|
8
$2.02K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 133.33% |
$2.44K - $3.16K
|
14
$3.54K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7New |
$2.13K - $2.76K
|
7
$1.77K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.62% |
$2.13K - $2.76K
|
1.13K
$285K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6New |
$1.83K - $2.37K
|
6
$1.52K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6New |
$1.83K - $2.37K
|
6
$1.52K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$1.83K - $2.37K
|
6
$1.52K
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 0.77% |
$1.83K - $2.37K
|
786
$198K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5New |
$1.52K - $1.97K
|
5
$1.26K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 166.67% |
$1.52K - $1.97K
|
8
$2.02K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 166.67% |
$1.52K - $1.97K
|
8
$2.02K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5New |
$1.52K - $1.97K
|
5
$1.26K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
4New |
$1.22K - $1.58K
|
4
$1.01K
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4+ 0.41% |
$1.22K - $1.58K
|
984
$248K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
4New |
$1.22K - $1.58K
|
4
$1.01K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3New |
$915 - $1.18K
|
3
$758
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$915 - $1.18K
|
3
$758
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2New |
$610 - $789
|
2
$505
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2New |
$610 - $789
|
2
$505
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2New |
$610 - $789
|
2
$505
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$610 - $789
|
15.4K
$3.88M
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 3.13% |
$305 - $394
|
33
$8.33K
|
|
Feb 14, 2023
Q4 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$305 - $394
|
7.67K
$1.94M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
1New |
$305 - $394
|
1
$253
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.11% |
$305 - $394
|
943
$238K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$305 - $394
|
1
$253
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1New |
$305 - $394
|
1
$253
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1- 0.14% |
$305 - $394
|
726
$183K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 1.15% |
$305 - $394
|
86
$21.7K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 33.33% |
$305 - $394
|
2
$505
|