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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
7
shares
|
$2,527
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7
shares
|
$2,527
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7
shares
|
$2,527
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
6
shares
|
$2,166
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
6
shares
|
$2,166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
6
shares
|
$2,166
0.0% of portfolio
|
Q1 2024
Reduced 98.9%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6
shares
|
$2,166
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
6
shares
|
$2,166
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$2,166
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
6
shares
|
$2,166
0.0% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
5
shares
|
$1,805
0.0% of portfolio
|
Q2 2024
Reduced 95.58%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,805
0.0% of portfolio
|
Q3 2022
Reduced 44.44%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$1,805
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5
shares
|
$1,805
0.0% of portfolio
|
Q2 2023
Reduced 99.58%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
5
shares
|
$1,805
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
5
shares
|
$1,805
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5
shares
|
$1,805
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$1,805
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
4
shares
|
$1,444
0.0% of portfolio
|
Q1 2021
Reduced 42.86%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$1,444
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4
shares
|
$1,444
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
4
shares
|
$1,444
0.0% of portfolio
|
Q3 2024
Reduced 80.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4
shares
|
$1,444
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
4
shares
|
$1,444
0.0% of portfolio
|
Q4 2022
New holding
|