Purchases and Sales Made in Q3 2021 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 1.24% |
$3.51K - $4.11K
|
407
$143K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 14.29% |
$3.51K - $4.11K
|
40
$14.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.56% |
$3.51K - $4.11K
|
890
$313K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
4New |
$2.81K - $3.28K
|
4
$1.41K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4New |
$2.81K - $3.28K
|
4
$1.41K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 2.41% |
$2.81K - $3.28K
|
170
$59.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 1.27% |
$2.81K - $3.28K
|
320
$112K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 0.52% |
$2.81K - $3.28K
|
768
$270K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.23% |
$2.81K - $3.28K
|
328
$115K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.42% |
$2.81K - $3.28K
|
956
$336K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 1.17% |
$2.81K - $3.28K
|
346
$122K
|
|
|
Oct 29, 2021
Q3 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
3New |
$2.1K - $2.46K
|
3
$1.05K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.72% |
$2.1K - $2.46K
|
422
$148K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 75.0% |
$2.1K - $2.46K
|
7
$2.46K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$2.1K - $2.46K
|
3
$1.05K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3New |
$2.1K - $2.46K
|
3
$1.05K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.38% |
$2.1K - $2.46K
|
784
$276K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.43% |
$1.4K - $1.64K
|
469
$165K
|
|
|
Nov 10, 2021
Q3 2021
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
2+ 0.04% |
$1.4K - $1.64K
|
4.63K
$1.63M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$1.4K - $1.64K
|
2
$703
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 33.33% |
$1.4K - $1.64K
|
8
$2.81K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2+ 0.5% |
$1.4K - $1.64K
|
399
$140K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.1% |
$1.4K - $1.64K
|
183
$64.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 20.0% |
$1.4K - $1.64K
|
12
$4.22K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 8.33% |
$701 - $821
|
13
$4.57K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.53% |
$701 - $821
|
188
$66.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$701 - $821
|
1
$352
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$701 - $821
|
4
$1.41K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 33.33% |
$701 - $821
|
4
$1.41K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 2.44% |
$701 - $821
|
42
$14.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1+ 0.2% |
$701 - $821
|
501
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$701 - $821
|
1
$352
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$701 - $821
|
1.21K
$424K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$701 - $821
|
536
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.33% |
$701 - $821
|
306
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
1New |
$701 - $821
|
1
$352
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 3.57% |
$701 - $821
|
29
$10.2K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.09% |
$701 - $821
|
1.11K
$390K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$701 - $821
|
1.89K
$664K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.29% |
$701 - $821
|
349
$123K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$701 - $821
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1- 0.02% |
$701 - $821
|
5.3K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1- 0.28% |
$701 - $821
|
356
$125K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1- 0.28% |
$701 - $821
|
360
$127K
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-1- 0.09% |
$701 - $821
|
1.06K
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.06% |
$701 - $821
|
1.75K
$615K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.11% |
$701 - $821
|
918
$323K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.22% |
$1.4K - $1.64K
|
917
$322K
|