Purchases and Sales Made in Q3 2024 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 1.83% |
$2.32K - $3.06K
|
445
$166K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
7New |
$2.03K - $2.68K
|
7
$2.61K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$1.74K - $2.3K
|
6
$2.24K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
6New |
$1.74K - $2.3K
|
6
$2.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5New |
$1.45K - $1.92K
|
5
$1.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 1.1% |
$1.45K - $1.92K
|
460
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 250.0% |
$1.45K - $1.92K
|
7
$2.61K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 71.43% |
$1.45K - $1.92K
|
12
$4.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5+ 0.13% |
$1.45K - $1.92K
|
3.72K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.56% |
$1.16K - $1.53K
|
717
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
4+ 0.33% |
$1.16K - $1.53K
|
1.22K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3New |
$872 - $1.15K
|
3
$1.12K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$872 - $1.15K
|
3
$1.12K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 42.86% |
$872 - $1.15K
|
10
$3.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$872 - $1.15K
|
3
$1.12K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3New |
$872 - $1.15K
|
3
$1.12K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.28% |
$872 - $1.15K
|
1.09K
$407K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 7.5% |
$872 - $1.15K
|
43
$16.1K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3+ 300.0% |
$872 - $1.15K
|
4
$1.49K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 1.82% |
$872 - $1.15K
|
168
$62.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3+ 0.38% |
$872 - $1.15K
|
789
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$581 - $766
|
2
$747
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 12.5% |
$581 - $766
|
18
$6.72K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2New |
$581 - $766
|
2
$747
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2+ 0.0% |
$581 - $766
|
349K
$130M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 50.0% |
$581 - $766
|
6
$2.24K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$581 - $766
|
2
$747
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 25.0% |
$581 - $766
|
10
$3.74K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2New |
$581 - $766
|
2
$747
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 25.0% |
$581 - $766
|
10
$3.74K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2New |
$581 - $766
|
2
$747
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$581 - $766
|
2
$747
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 1.32% |
$291 - $383
|
77
$28.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 9.09% |
$291 - $383
|
12
$4.48K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.09% |
$291 - $383
|
1.11K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.08% |
$291 - $383
|
1.3K
$486K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1New |
$291 - $383
|
1
$374
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1+ 0.04% |
$291 - $383
|
2.35K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$291 - $383
|
3
$1.12K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1New |
$291 - $383
|
1
$374
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1New |
$291 - $383
|
1
$374
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 100.0% |
$291 - $383
|
2
$747
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- 0.02% |
$291 - $383
|
4.99K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 12.5% |
$291 - $383
|
7
$2.61K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1- 1.82% |
$291 - $383
|
54
$20.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.61% |
$291 - $383
|
61
$22.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2- 2.5% |
$581 - $766
|
78
$29.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 1.6% |
$872 - $1.15K
|
184
$68.7K
|