Purchases and Sales Made in Q2 2023 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
185New |
$59.1K - $68.2K
|
185
$65K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
172New |
$55K - $63.4K
|
172
$60.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
168+ 7.66% |
$53.7K - $61.9K
|
2.36K
$830K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
160+ 17.26% |
$51.1K - $59K
|
1.09K
$382K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
157+ 22.43% |
$50.2K - $57.9K
|
857
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
156+ 0.34% |
$49.9K - $57.5K
|
46K
$16.2M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
134+ 8.15% |
$42.8K - $49.4K
|
1.78K
$625K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
134+ 4.15% |
$42.8K - $49.4K
|
3.36K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
131+ 14.75% |
$41.9K - $48.3K
|
1.02K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
127+ 0.13% |
$40.6K - $46.8K
|
95.3K
$33.5M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
124+ 269.57% |
$39.6K - $45.7K
|
170
$59.8K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
124+ 269.57% |
$39.6K - $45.7K
|
170
$59.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
122New |
$39K - $45K
|
122
$42.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
119+ 0.23% |
$38K - $43.9K
|
50.8K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
111+ 213.46% |
$35.5K - $40.9K
|
163
$57.3K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
104+ 1.93% |
$33.2K - $38.3K
|
5.49K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104+ 9.77% |
$33.2K - $38.3K
|
1.17K
$411K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 2.0% |
$32K - $36.9K
|
5.1K
$1.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 20.0% |
$32K - $36.9K
|
600
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
99New |
$31.6K - $36.5K
|
99
$34.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
96+ 6.47% |
$30.7K - $35.4K
|
1.58K
$555K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
93+ 4.54% |
$29.7K - $34.3K
|
2.14K
$753K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
91+ 12.13% |
$29.1K - $33.6K
|
841
$296K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
91+ 364.0% |
$29.1K - $33.6K
|
116
$40.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
91+ 11.43% |
$29.1K - $33.6K
|
887
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
89+ 13.09% |
$28.4K - $32.8K
|
769
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
86+ 14.83% |
$27.5K - $31.7K
|
666
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
84+ 9.06% |
$26.9K - $31K
|
1.01K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
84+ 0.26% |
$26.9K - $31K
|
32.3K
$11.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83+ 307.41% |
$26.5K - $30.6K
|
110
$38.7K
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
82+ 55.03% |
$26.2K - $30.2K
|
231
$81.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
81+ 5.62% |
$25.9K - $29.9K
|
1.52K
$535K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
81+ 0.14% |
$25.9K - $29.9K
|
56.7K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
79+ 3.07% |
$25.3K - $29.1K
|
2.65K
$931K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
76+ 5.78% |
$24.3K - $28K
|
1.39K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
75+ 5.87% |
$24K - $27.7K
|
1.35K
$476K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 56.92% |
$23.7K - $27.3K
|
204
$71.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
71+ 1.81% |
$22.7K - $26.2K
|
3.98K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 4.7% |
$22.1K - $25.4K
|
1.54K
$540K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
66+ 9.39% |
$21.1K - $24.3K
|
769
$270K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
64+ 5.11% |
$20.5K - $23.6K
|
1.32K
$463K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
62+ 0.44% |
$19.8K - $22.9K
|
14.2K
$5.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
61New |
$19.5K - $22.5K
|
61
$21.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
61+ 0.11% |
$19.5K - $22.5K
|
55.2K
$19.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
58+ 3.51% |
$18.5K - $21.4K
|
1.71K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
57+ 3.07% |
$18.2K - $21K
|
1.91K
$672K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
57New |
$18.2K - $21K
|
57
$20K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55+ 916.67% |
$17.6K - $20.3K
|
61
$21.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55+ 0.81% |
$17.6K - $20.3K
|
6.88K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
54+ 1.03% |
$17.3K - $19.9K
|
5.27K
$1.85M
|