Institutional Ownership Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR). We have compiled data on the 1,015 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
20
shares
|
$7,220
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
20
shares
|
$7,220
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
20
shares
|
$7,220
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
20
shares
|
$7,220
0.0% of portfolio
|
Q4 2023
Reduced 25.93%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$7,220
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
19
shares
|
$6,859
0.0% of portfolio
|
Q3 2021
Reduced 44.12%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
19
shares
|
$6,859
0.0% of portfolio
|
Q4 2024
Added 171.43%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
19
shares
|
$6,859
0.0% of portfolio
|
Q4 2024
Added 137.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
19
shares
|
$6,859
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
18
shares
|
$6,498
0.0% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$6,498
0.0% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
18
shares
|
$6,498
0.0% of portfolio
|
Q1 2022
Reduced 99.44%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
17
shares
|
$6,137
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
17
shares
|
$6,137
0.0% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17
shares
|
$6,137
0.0% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
16
shares
|
$5,776
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$5,776
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
16
shares
|
$5,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
16
shares
|
$5,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
16
shares
|
$5,776
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
15
shares
|
$5,415
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
14
shares
|
$5,054
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
14
shares
|
$5,054
0.0% of portfolio
|
Q4 2024
Added 366.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
13
shares
|
$4,693
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
13
shares
|
$4,693
0.0% of portfolio
|
Q4 2022
New holding
|