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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.56% |
$3.51K - $4.11K
|
890
$234K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
5New |
$3.51K - $4.11K
|
5
$1.32K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
5+ 0.53% |
$3.51K - $4.11K
|
949
$250K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4New |
$2.81K - $3.28K
|
4
$1.05K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.42% |
$2.81K - $3.28K
|
956
$252K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.23% |
$2.81K - $3.28K
|
328
$86.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 1.27% |
$2.81K - $3.28K
|
320
$84.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
4New |
$2.81K - $3.28K
|
4
$1.05K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 1.17% |
$2.81K - $3.28K
|
346
$91K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 0.52% |
$2.81K - $3.28K
|
768
$202K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 2.41% |
$2.81K - $3.28K
|
170
$44.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3New |
$2.1K - $2.46K
|
3
$789
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.38% |
$2.1K - $2.46K
|
784
$206K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 75.0% |
$2.1K - $2.46K
|
7
$1.84K
|
|
|
Oct 29, 2021
Q3 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
3New |
$2.1K - $2.46K
|
3
$789
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3New |
$2.1K - $2.46K
|
3
$789
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.72% |
$2.1K - $2.46K
|
422
$111K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.1% |
$1.4K - $1.64K
|
183
$48.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 20.0% |
$1.4K - $1.64K
|
12
$3.16K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 33.33% |
$1.4K - $1.64K
|
8
$2.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2+ 0.5% |
$1.4K - $1.64K
|
399
$105K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$1.4K - $1.64K
|
2
$526
|
|
|
Nov 10, 2021
Q3 2021
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
2+ 0.04% |
$1.4K - $1.64K
|
4.63K
$1.22M
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.43% |
$1.4K - $1.64K
|
469
$123K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.33% |
$701 - $821
|
306
$80.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1+ 0.2% |
$701 - $821
|
501
$132K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 2.44% |
$701 - $821
|
42
$11.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 3.57% |
$701 - $821
|
29
$7.63K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 8.33% |
$701 - $821
|
13
$3.42K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$701 - $821
|
4
$1.05K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$701 - $821
|
1
$263
|
|
|
Nov 15, 2021
Q3 2021
|
Odey Asset Management Group LTD
London, X0 |
BUY
|
- |
1New |
$701 - $821
|
1
$263
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.53% |
$701 - $821
|
188
$49.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 33.33% |
$701 - $821
|
4
$1.05K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$701 - $821
|
1.21K
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$701 - $821
|
1
$263
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$701 - $821
|
536
$141K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1- 0.05% |
$701 - $821
|
1.89K
$497K
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-1- 0.09% |
$701 - $821
|
1.06K
$279K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.06% |
$701 - $821
|
1.75K
$460K
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1- 0.02% |
$701 - $821
|
5.3K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1- 0.28% |
$701 - $821
|
356
$93.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.11% |
$701 - $821
|
918
$242K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1- 0.28% |
$701 - $821
|
360
$94.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.29% |
$701 - $821
|
349
$91.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1- 0.09% |
$701 - $821
|
1.11K
$292K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$701 - $821
|
0
$0
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 2.11% |
$1.4K - $1.64K
|
93
$24.5K
|