Institutional Ownership Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR). We have compiled data on the 953 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
1,149
shares
|
$368,036
0.01% of portfolio
|
Q1 2024
Reduced 61.17%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,133
shares
|
$362,911
0.01% of portfolio
|
Q2 2024
Added 0.09%
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
1,127
shares
|
$360,989
0.02% of portfolio
|
Q1 2024
Added 50.47%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
1,109
shares
|
$355,223
0.01% of portfolio
|
Q2 2024
Reduced 34.03%
|
|
Chiron Capital Management, LLC
|
May 10, 2024 Q1 2024 |
1,105
shares
|
$353,942
0.3% of portfolio
|
Q1 2024
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
1,101
shares
|
$352,661
0.01% of portfolio
|
Q1 2024
Added 66.82%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
1,099
shares
|
$352,020
0.02% of portfolio
|
Q4 2023
Added 75.28%
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,093
shares
|
$350,098
0.15% of portfolio
|
Q4 2022
Added 1.67%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
1,087
shares
|
$348,176
0.01% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
1,079
shares
|
$345,614
0.01% of portfolio
|
Q1 2024
Added 59.62%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
1,072
shares
|
$343,372
0.01% of portfolio
|
Q4 2023
Added 5.13%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 25, 2024 Q1 2024 |
1,066
shares
|
$341,450
0.02% of portfolio
|
Q1 2024
Reduced 10.19%
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
1,062
shares
|
$340,169
0.01% of portfolio
|
Q2 2024
New holding
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
1,059
shares
|
$339,208
0.01% of portfolio
|
Q1 2024
Added 61.68%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
1,059
shares
|
$339,208
0.04% of portfolio
|
Q3 2023
Added 6.43%
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
1,051
shares
|
$336,645
0.44% of portfolio
|
Q4 2023
Reduced 32.24%
|
|
Defined Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,050
shares
|
$336,325
0.23% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
Plato Investment Management LTD
Sydney, C3 |
May 14, 2024 Q1 2024 |
1,037
shares
|
$332,161
0.03% of portfolio
|
Q1 2024
Added 373.52%
|
|
Bbr Partners, LLC
New York, NY |
May 13, 2024 Q1 2024 |
1,033
shares
|
$330,880
0.02% of portfolio
|
Q1 2024
New holding
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2024 Q1 2024 |
1,032
shares
|
$330,559
0.03% of portfolio
|
Q1 2024
Reduced 22.58%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
1,027
shares
|
$328,958
0.01% of portfolio
|
Q1 2024
Reduced 97.7%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
1,026
shares
|
$328,638
0.0% of portfolio
|
Q2 2024
Reduced 21.68%
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 15, 2024 Q1 2024 |
1,023
shares
|
$327,677
0.29% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
1,019
shares
|
$326,395
0.01% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,012
shares
|
$324,153
0.04% of portfolio
|
Q2 2024
Reduced 3.8%
|