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 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2- 0.32% |
$724 - $909
|
625
$233K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 50.0% |
$724 - $909
|
2
$747
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2Closed |
$724 - $909
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3- 0.13% |
$1.09K - $1.36K
|
2.39K
$893K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 1.78% |
$1.09K - $1.36K
|
166
$62K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3- 4.11% |
$1.09K - $1.36K
|
70
$26.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4- 0.33% |
$1.45K - $1.82K
|
1.21K
$453K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4- 6.78% |
$1.45K - $1.82K
|
55
$20.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 8.16% |
$1.45K - $1.82K
|
45
$16.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 1.79% |
$1.45K - $1.82K
|
219
$81.8K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-5- 0.04% |
$1.81K - $2.27K
|
14K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-5- 29.41% |
$1.81K - $2.27K
|
12
$4.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5- 0.1% |
$1.81K - $2.27K
|
4.77K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 2.7% |
$2.17K - $2.73K
|
216
$80.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 1.39% |
$2.17K - $2.73K
|
425
$159K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7- 25.93% |
$2.53K - $3.18K
|
20
$7.47K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 9.21% |
$2.53K - $3.18K
|
69
$25.8K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-7- 0.43% |
$2.53K - $3.18K
|
1.61K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8- 1.34% |
$2.9K - $3.64K
|
587
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8- 0.09% |
$2.9K - $3.64K
|
8.98K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8- 1.19% |
$2.9K - $3.64K
|
666
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 2.76% |
$3.26K - $4.09K
|
317
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9- 1.03% |
$3.26K - $4.09K
|
862
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-9- 1.69% |
$3.26K - $4.09K
|
522
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-9- 1.08% |
$3.26K - $4.09K
|
827
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-10- 16.39% |
$3.62K - $4.54K
|
51
$19K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-10- 1.29% |
$3.62K - $4.54K
|
767
$286K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-10- 0.72% |
$3.62K - $4.54K
|
1.38K
$515K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-10- 0.74% |
$3.62K - $4.54K
|
1.33K
$498K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-10- 0.3% |
$3.62K - $4.54K
|
3.31K
$1.24M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10- 1.15% |
$3.62K - $4.54K
|
858
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-11- 47.83% |
$3.98K - $5K
|
12
$4.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-11- 1.26% |
$3.98K - $5K
|
859
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-11- 12.79% |
$3.98K - $5K
|
75
$28K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-11- 1.32% |
$3.98K - $5K
|
820
$306K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-11- 0.98% |
$3.98K - $5K
|
1.11K
$416K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 3.97% |
$4.34K - $5.45K
|
290
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-13- 1.65% |
$4.71K - $5.91K
|
776
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13- 0.04% |
$4.71K - $5.91K
|
35K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-13- 1.1% |
$4.71K - $5.91K
|
1.17K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13- 2.17% |
$4.71K - $5.91K
|
586
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-14- 4.79% |
$5.07K - $6.36K
|
278
$104K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-14- 1.36% |
$5.07K - $6.36K
|
1.02K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-14- 7.07% |
$5.07K - $6.36K
|
184
$68.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15- 2.56% |
$5.43K - $6.82K
|
571
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-17- 54.84% |
$6.15K - $7.73K
|
14
$5.23K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 14.5% |
$6.88K - $8.63K
|
112
$41.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 59.38% |
$6.88K - $8.63K
|
13
$4.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-19- 4.48% |
$6.88K - $8.63K
|
405
$151K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 0.31% |
$7.24K - $9.09K
|
6.51K
$2.43M
|