Latest Institutional Purchases of Charter Communications, Inc. (CHTR)
This list provides information on the latest institutional transactions involving Charter Communications, Inc. (CHTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 55.17% |
$5.05K - $6.53K
|
45
$16.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
16New |
$5.05K - $6.53K
|
16
$5.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
16New |
$5.05K - $6.53K
|
16
$5.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.14% |
$4.73K - $6.12K
|
1.34K
$482K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 3.37% |
$4.73K - $6.12K
|
460
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
15+ 2.61% |
$4.73K - $6.12K
|
590
$213K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 6.83% |
$4.42K - $5.71K
|
219
$79.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 1.92% |
$4.1K - $5.3K
|
689
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 171.43% |
$3.78K - $4.9K
|
19
$6.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$3.47K - $4.49K
|
11
$3.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 366.67% |
$3.47K - $4.49K
|
14
$5.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
11+ 137.5% |
$3.47K - $4.49K
|
19
$6.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 8.85% |
$3.15K - $4.08K
|
123
$44.4K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
9+ 900.0% |
$2.84K - $3.67K
|
10
$3.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
9New |
$2.84K - $3.67K
|
9
$3.25K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
8New |
$2.52K - $3.26K
|
8
$2.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8New |
$2.52K - $3.26K
|
8
$2.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8New |
$2.52K - $3.26K
|
8
$2.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7New |
$2.21K - $2.86K
|
7
$2.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 28.57% |
$1.89K - $2.45K
|
27
$9.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$1.89K - $2.45K
|
6
$2.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 0.7% |
$1.58K - $2.04K
|
722
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$1.58K - $2.04K
|
5
$1.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
5+ 5.56% |
$1.58K - $2.04K
|
95
$34.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 2.98% |
$1.58K - $2.04K
|
173
$62.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 166.67% |
$1.58K - $2.04K
|
8
$2.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.1% |
$1.58K - $2.04K
|
5.1K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 41.67% |
$1.58K - $2.04K
|
17
$6.14K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 11.63% |
$1.58K - $2.04K
|
48
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$1.26K - $1.63K
|
4
$1.44K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 30.77% |
$1.26K - $1.63K
|
17
$6.14K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 100.0% |
$946 - $1.22K
|
6
$2.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3+ 2.24% |
$946 - $1.22K
|
137
$49.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.47% |
$946 - $1.22K
|
648
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3New |
$946 - $1.22K
|
3
$1.08K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 30.0% |
$946 - $1.22K
|
13
$4.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 2.54% |
$946 - $1.22K
|
121
$43.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.33% |
$946 - $1.22K
|
904
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$946 - $1.22K
|
3
$1.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
3New |
$946 - $1.22K
|
3
$1.08K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 4.55% |
$946 - $1.22K
|
69
$24.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 150.0% |
$946 - $1.22K
|
5
$1.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
2+ 0.2% |
$631 - $816
|
1.01K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2+ 0.28% |
$631 - $816
|
709
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.15% |
$631 - $816
|
1.34K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 0.16% |
$631 - $816
|
1.24K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$631 - $816
|
2
$722
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.29% |
$631 - $816
|
157
$56.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 200.0% |
$631 - $816
|
3
$1.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 16.67% |
$631 - $816
|
14
$5.05K
|