Purchases and Sales Made in Q1 2023 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5+ 0.06% |
$1.65K - $2.06K
|
8.82K
$3.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 31.25% |
$1.65K - $2.06K
|
21
$7.38K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$1.65K - $2.06K
|
5
$1.76K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 50.0% |
$1.32K - $1.65K
|
12
$4.22K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4New |
$1.32K - $1.65K
|
4
$1.41K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 25.0% |
$1.32K - $1.65K
|
20
$7.03K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.4% |
$1.32K - $1.65K
|
1K
$352K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 100.0% |
$988 - $1.24K
|
6
$2.11K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 1.55% |
$988 - $1.24K
|
197
$69.2K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 15.0% |
$988 - $1.24K
|
23
$8.08K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3+ 33.33% |
$988 - $1.24K
|
12
$4.22K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$659 - $825
|
888
$312K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2+ 0.21% |
$659 - $825
|
945
$332K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$329 - $412
|
721
$253K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.13% |
$329 - $412
|
799
$281K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1New |
$329 - $412
|
1
$352
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.16% |
$329 - $412
|
613
$215K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1+ 0.12% |
$329 - $412
|
852
$299K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$329 - $412
|
1
$352
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 0.56% |
$329 - $412
|
176
$61.9K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1Closed |
$329 - $412
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.2% |
$329 - $412
|
490
$172K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.16% |
$329 - $412
|
641
$225K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 33.33% |
$329 - $412
|
2
$703
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2- 0.26% |
$659 - $825
|
779
$274K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2- 0.15% |
$659 - $825
|
1.34K
$471K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2Closed |
$659 - $825
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2- 33.33% |
$659 - $825
|
4
$1.41K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.19% |
$988 - $1.24K
|
1.59K
$560K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3- 0.43% |
$988 - $1.24K
|
687
$241K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.21% |
$988 - $1.24K
|
1.4K
$490K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4- 0.35% |
$1.32K - $1.65K
|
1.13K
$395K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 9.62% |
$1.65K - $2.06K
|
47
$16.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-5- 15.15% |
$1.65K - $2.06K
|
28
$9.84K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 50.0% |
$1.98K - $2.47K
|
6
$2.11K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6- 0.03% |
$1.98K - $2.47K
|
20.2K
$7.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-7- 7.29% |
$2.31K - $2.89K
|
89
$31.3K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-7- 70.0% |
$2.31K - $2.89K
|
3
$1.05K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7- 0.33% |
$2.31K - $2.89K
|
2.12K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7- 0.53% |
$2.31K - $2.89K
|
1.31K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 33.33% |
$2.64K - $3.3K
|
16
$5.62K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-8- 13.33% |
$2.64K - $3.3K
|
52
$18.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9- 0.82% |
$2.97K - $3.71K
|
1.09K
$382K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 10.98% |
$2.97K - $3.71K
|
73
$25.7K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 0.45% |
$3.29K - $4.12K
|
2.19K
$771K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 0.7% |
$3.29K - $4.12K
|
1.41K
$497K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-10- 1.37% |
$3.29K - $4.12K
|
718
$252K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11- 1.36% |
$3.62K - $4.53K
|
796
$280K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-12- 92.31% |
$3.95K - $4.95K
|
1
$352
|