Latest Institutional Transactions on Charter Communications, Inc. (CHTR)
This table provides information on the latest institutional transactions involving Charter Communications, Inc. (CHTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 2.17% |
$33.5K - $38.5K
|
4.5K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
583New |
$195K - $224K
|
583
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 1.02% |
$2.01K - $2.31K
|
596
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29New |
$9.71K - $11.2K
|
29
$7.63K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-9- 9.78% |
$3.01K - $3.46K
|
83
$21.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-5- 62.5% |
$1.67K - $1.92K
|
3
$789
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 16.0% |
$1.34K - $1.54K
|
21
$5.53K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.19K+ 51.51% |
$399K - $459K
|
3.51K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-36- 2.59% |
$12.1K - $13.9K
|
1.36K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
1.6K+ 2.38% |
$536K - $616K
|
68.8K
$18.1M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$335 - $385
|
1
$263
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 54.55% |
$2.01K - $2.31K
|
17
$4.47K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7New |
$2.34K - $2.69K
|
7
$1.84K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16.4KNew |
$5.49M - $6.3M
|
16.4K
$4.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
795New |
$266K - $306K
|
795
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 13.33% |
$1.34K - $1.54K
|
34
$8.95K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12New |
$4.02K - $4.62K
|
12
$3.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
564+ 43.93% |
$189K - $217K
|
1.85K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
27New |
$9.04K - $10.4K
|
27
$7.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 22.86% |
$8.04K - $9.23K
|
129
$33.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-7- 4.46% |
$2.34K - $2.69K
|
150
$39.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
4.26KNew |
$1.43M - $1.64M
|
4.26K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54- 94.74% |
$18.1K - $20.8K
|
3
$789
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 12.06% |
$11.4K - $13.1K
|
248
$65.2K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
29+ 290.0% |
$9.71K - $11.2K
|
39
$10.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$670 - $770
|
2
$526
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4New |
$1.34K - $1.54K
|
4
$1.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-780- 29.1% |
$261K - $300K
|
1.9K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
619New |
$207K - $238K
|
619
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$3.35K - $3.85K
|
10
$2.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-11- 26.83% |
$3.68K - $4.23K
|
30
$7.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.36% |
$1K - $1.15K
|
844
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
26KNew |
$8.71M - $10M
|
26K
$6.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13- 10.57% |
$4.35K - $5K
|
110
$28.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.7K- 7.2% |
$904K - $1.04M
|
34.8K
$9.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2New |
$670 - $770
|
2
$526
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$1.34K - $1.54K
|
4
$1.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 53.85% |
$2.34K - $2.69K
|
6
$1.58K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
563New |
$189K - $217K
|
563
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-53- 8.22% |
$17.7K - $20.4K
|
592
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
212+ 1.15% |
$71K - $81.6K
|
18.7K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
15New |
$5.02K - $5.77K
|
15
$3.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
569New |
$191K - $219K
|
569
$150K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
15+ 34.09% |
$5.02K - $5.77K
|
59
$15.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 8.2% |
$1.67K - $1.92K
|
66
$17.4K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
77+ 1283.33% |
$25.8K - $29.6K
|
83
$21.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
63+ 25.93% |
$21.1K - $24.2K
|
306
$80.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 11.59% |
$2.68K - $3.08K
|
77
$20.3K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-578- 19.13% |
$182K - $236K
|
2.44K
$643K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
12New |
$3.78K - $4.9K
|
12
$3.16K
|
|