Purchases and Sales Made in Q4 2023 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
62+ 19.25% |
$22.4K - $28.2K
|
384
$155K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
57+ 3.71% |
$20.6K - $25.9K
|
1.6K
$644K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
55New |
$19.9K - $25K
|
55
$22.2K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
55+ 5.13% |
$19.9K - $25K
|
1.13K
$455K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
55+ 5.4% |
$19.9K - $25K
|
1.07K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52+ 1.83% |
$18.8K - $23.6K
|
2.89K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
52New |
$18.8K - $23.6K
|
52
$21K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 555.56% |
$18.1K - $22.7K
|
59
$23.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
48+ 480.0% |
$17.4K - $21.8K
|
58
$23.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
47+ 2.58% |
$17K - $21.4K
|
1.87K
$753K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45New |
$16.3K - $20.5K
|
45
$18.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
45+ 7.83% |
$16.3K - $20.5K
|
620
$250K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
42+ 3.71% |
$15.2K - $19.1K
|
1.18K
$474K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
42+ 0.53% |
$15.2K - $19.1K
|
7.89K
$3.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
40New |
$14.5K - $18.2K
|
40
$16.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.17% |
$14.5K - $18.2K
|
3.46K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
39+ 2.24% |
$14.1K - $17.7K
|
1.78K
$720K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
36+ 5.77% |
$13K - $16.4K
|
660
$266K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
35+ 2.34% |
$12.7K - $15.9K
|
1.53K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33New |
$11.9K - $15K
|
33
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
32New |
$11.6K - $14.5K
|
32
$12.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
30+ 27.03% |
$10.9K - $13.6K
|
141
$56.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30New |
$10.9K - $13.6K
|
30
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
28+ 5.16% |
$10.1K - $12.7K
|
571
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
26+ 0.33% |
$9.41K - $11.8K
|
8.02K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
26+ 4.13% |
$9.41K - $11.8K
|
656
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24+ 1200.0% |
$8.69K - $10.9K
|
26
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 2.53% |
$8.69K - $10.9K
|
974
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
23New |
$8.33K - $10.5K
|
23
$9.28K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22New |
$7.96K - $10K
|
22
$8.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 4.66% |
$7.96K - $10K
|
494
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21New |
$7.6K - $9.54K
|
21
$8.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20+ 1.46% |
$7.24K - $9.09K
|
1.39K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
17New |
$6.15K - $7.73K
|
17
$6.86K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
17+ 3.1% |
$6.15K - $7.73K
|
565
$228K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16New |
$5.79K - $7.27K
|
16
$6.46K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16New |
$5.79K - $7.27K
|
16
$6.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.16% |
$5.43K - $6.82K
|
9.5K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$5.43K - $6.82K
|
15
$6.05K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 20.9% |
$5.07K - $6.36K
|
81
$32.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
13New |
$4.71K - $5.91K
|
13
$5.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13+ 3.63% |
$4.71K - $5.91K
|
371
$150K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
13+ 216.67% |
$4.71K - $5.91K
|
19
$7.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
12+ 0.92% |
$4.34K - $5.45K
|
1.31K
$529K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$4.34K - $5.45K
|
12
$4.84K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
12+ 600.0% |
$4.34K - $5.45K
|
14
$5.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11New |
$3.98K - $5K
|
11
$4.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$3.98K - $5K
|
11
$4.44K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10+ 1.85% |
$3.62K - $4.54K
|
551
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
10+ 50.0% |
$3.62K - $4.54K
|
30
$12.1K
|