Purchases and Sales Made in Q1 2025 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q1 2025. 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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 19.75% |
$10.4K - $11.9K
|
188
$75.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29New |
$9.71K - $11.2K
|
29
$11.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
29+ 1.08% |
$9.71K - $11.2K
|
2.7K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
29+ 290.0% |
$9.71K - $11.2K
|
39
$15.7K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 24.35% |
$9.38K - $10.8K
|
143
$57.7K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
28New |
$9.38K - $10.8K
|
28
$11.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
27+ 10.55% |
$9.04K - $10.4K
|
283
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
27New |
$9.04K - $10.4K
|
27
$10.9K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
26+ 325.0% |
$8.71K - $10K
|
34
$13.7K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
25+ 0.81% |
$8.37K - $9.62K
|
3.13K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 22.86% |
$8.04K - $9.23K
|
129
$52.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 61.54% |
$8.04K - $9.23K
|
63
$25.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
24+ 1.39% |
$8.04K - $9.23K
|
1.76K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.22% |
$6.7K - $7.7K
|
9.09K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17+ 1.53% |
$5.69K - $6.54K
|
1.13K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
16+ 2.5% |
$5.36K - $6.16K
|
655
$264K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
16+ 0.03% |
$5.36K - $6.16K
|
51.9K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
15New |
$5.02K - $5.77K
|
15
$6.05K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
15New |
$5.02K - $5.77K
|
15
$6.05K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
15+ 34.09% |
$5.02K - $5.77K
|
59
$23.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 280.0% |
$4.69K - $5.39K
|
19
$7.67K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
13+ 325.0% |
$4.35K - $5K
|
17
$6.86K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 0.77% |
$4.35K - $5K
|
1.7K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12New |
$4.02K - $4.62K
|
12
$4.84K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 3.92% |
$4.02K - $4.62K
|
318
$128K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
11+ 1.28% |
$3.68K - $4.23K
|
872
$352K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 100.0% |
$3.35K - $3.85K
|
20
$8.07K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$3.35K - $3.85K
|
10
$4.04K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
10+ 0.51% |
$3.35K - $3.85K
|
1.98K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 7.44% |
$3.01K - $3.46K
|
130
$52.5K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$3.01K - $3.46K
|
9
$3.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.08% |
$2.68K - $3.08K
|
9.92K
$4M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 11.59% |
$2.68K - $3.08K
|
77
$31.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.61% |
$2.68K - $3.08K
|
1.31K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
7New |
$2.34K - $2.69K
|
7
$2.82K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$2.34K - $2.69K
|
7
$2.82K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.67% |
$2.34K - $2.69K
|
1.06K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 100.0% |
$2.34K - $2.69K
|
14
$5.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.62% |
$2.34K - $2.69K
|
1.13K
$457K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$2.34K - $2.69K
|
7
$2.82K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 54.55% |
$2.01K - $2.31K
|
17
$6.86K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 1.02% |
$2.01K - $2.31K
|
596
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 42.86% |
$2.01K - $2.31K
|
20
$8.07K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.61% |
$2.01K - $2.31K
|
990
$400K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 3.55% |
$2.01K - $2.31K
|
175
$70.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
5+ 0.8% |
$1.67K - $1.92K
|
631
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 3.29% |
$1.67K - $1.92K
|
157
$63.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 8.2% |
$1.67K - $1.92K
|
66
$26.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.24% |
$1.67K - $1.92K
|
2.05K
$828K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 2.91% |
$1.67K - $1.92K
|
177
$71.4K
|