Latest Institutional Transactions on Charter Communications, Inc. (CHTR)
This table provides information on the latest institutional transactions involving Charter Communications, Inc. (CHTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
215New |
$77.8K - $97.7K
|
215
$77.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
752+ 5.56% |
$272K - $342K
|
14.3K
$5.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Eos Management, L.P.
|
SELL
|
- |
-1.2K- 46.15% |
$434K - $545K
|
1.4K
$505K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-13- 1.1% |
$4.71K - $5.91K
|
1.17K
$422K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.18K- 13.45% |
$429K - $538K
|
7.62K
$2.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
48+ 480.0% |
$17.4K - $21.8K
|
58
$20.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3New |
$1.09K - $1.36K
|
3
$1.08K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-11- 1.26% |
$3.98K - $5K
|
859
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-155- 21.53% |
$56.1K - $70.4K
|
565
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-14- 1.36% |
$5.07K - $6.36K
|
1.02K
$366K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-718- 41.89% |
$260K - $326K
|
996
$360K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45New |
$16.3K - $20.5K
|
45
$16.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.59K+ 467.39% |
$939K - $1.18M
|
3.15K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-11- 47.83% |
$3.98K - $5K
|
12
$4.33K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
742+ 7.85% |
$269K - $337K
|
10.2K
$3.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
90+ 219.51% |
$32.6K - $40.9K
|
131
$47.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.89% |
$1.81K - $2.27K
|
566
$204K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.3KNew |
$471K - $592K
|
1.3K
$470K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7- 25.93% |
$2.53K - $3.18K
|
20
$7.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3New |
$1.09K - $1.36K
|
3
$1.08K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-139- 4.59% |
$50.3K - $63.2K
|
2.89K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-339- 1.93% |
$123K - $154K
|
17.2K
$6.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$40.9K - $51.4K
|
113
$40.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Lb Partners LLC
Charlottesville, VA |
BUY
|
- |
10KNew |
$3.62M - $4.54M
|
10K
$3.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 20.9% |
$5.07K - $6.36K
|
81
$29.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
13New |
$4.71K - $5.91K
|
13
$4.69K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
428+ 29.62% |
$155K - $195K
|
1.87K
$676K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 2.53% |
$8.69K - $10.9K
|
974
$352K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.98KNew |
$715K - $898K
|
1.98K
$713K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$3.62K - $4.54K
|
10
$3.61K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$549K - $689K
|
1.52K
$547K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16New |
$5.79K - $7.27K
|
16
$5.78K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-9- 1.69% |
$3.26K - $4.09K
|
522
$188K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-81- 1.28% |
$29.3K - $36.8K
|
6.23K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-92- 15.73% |
$33.3K - $41.8K
|
493
$178K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200+ 66.67% |
$72.4K - $90.9K
|
500
$181K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3New |
$1.09K - $1.36K
|
3
$1.08K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-11- 0.98% |
$3.98K - $5K
|
1.11K
$402K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-456- 21.55% |
$165K - $207K
|
1.66K
$599K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.67KNew |
$606K - $761K
|
1.67K
$604K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 10.71% |
$1.09K - $1.36K
|
31
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15- 2.56% |
$5.43K - $6.82K
|
571
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
87+ 10.53% |
$31.5K - $39.5K
|
913
$330K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-34- 5.91% |
$12.3K - $15.5K
|
541
$195K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 20.0% |
$362 - $454
|
4
$1.44K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
5New |
$1.81K - $2.27K
|
5
$1.81K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
472+ 75.28% |
$171K - $215K
|
1.1K
$397K
|
|
| Q3 2023 | |||||||
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
489New |
$180K - $223K
|
489
$177K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
554New |
$204K - $252K
|
554
$200K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-28- 4.9% |
$10.3K - $12.8K
|
543
$196K
|
|