Purchases and Sales Made in Q1 2024 in Charter Communications, Inc. (CHTR)
This table provides information about the institutional ownership of Charter Communications, Inc. (CHTR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$276 - $392
|
3
$1.08K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.09% |
$276 - $392
|
1.09K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1- 0.08% |
$276 - $392
|
1.19K
$429K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 33.33% |
$276 - $392
|
2
$722
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1- 50.0% |
$276 - $392
|
1
$361
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$276 - $392
|
670
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1- 0.71% |
$276 - $392
|
140
$50.5K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 18.18% |
$553 - $783
|
9
$3.25K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.21% |
$553 - $783
|
965
$348K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 18.18% |
$553 - $783
|
9
$3.25K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-3- 0.02% |
$829 - $1.17K
|
12K
$4.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.86% |
$829 - $1.17K
|
158
$57K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3- 1.79% |
$829 - $1.17K
|
165
$59.6K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 18.75% |
$829 - $1.17K
|
13
$4.69K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 15.0% |
$829 - $1.17K
|
17
$6.14K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4- 4.65% |
$1.11K - $1.57K
|
82
$29.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 83.33% |
$1.38K - $1.96K
|
1
$361
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5- 0.44% |
$1.38K - $1.96K
|
1.13K
$409K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 2.09% |
$1.38K - $1.96K
|
234
$84.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 15.15% |
$1.38K - $1.96K
|
28
$10.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 2.99% |
$1.38K - $1.96K
|
162
$58.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 33.33% |
$1.93K - $2.74K
|
14
$5.05K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-7- 29.17% |
$1.93K - $2.74K
|
17
$6.14K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7- 0.29% |
$1.93K - $2.74K
|
2.39K
$861K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8- 23.53% |
$2.21K - $3.13K
|
26
$9.39K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 62.5% |
$2.76K - $3.92K
|
6
$2.17K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11- 78.57% |
$3.04K - $4.31K
|
3
$1.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 28.89% |
$3.59K - $5.09K
|
32
$11.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 7.07% |
$3.59K - $5.09K
|
171
$61.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-15- 60.0% |
$4.14K - $5.87K
|
10
$3.61K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 8.63% |
$4.7K - $6.66K
|
180
$65K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18- 1.24% |
$4.97K - $7.05K
|
1.43K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 12.03% |
$5.25K - $7.44K
|
139
$50.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-20- 95.24% |
$5.53K - $7.83K
|
1
$361
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-22- 3.17% |
$6.08K - $8.61K
|
671
$242K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-22- 1.58% |
$6.08K - $8.61K
|
1.37K
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 7.26% |
$6.36K - $9K
|
294
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 2.04% |
$6.63K - $9.4K
|
1.15K
$416K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-24- 6.0% |
$6.63K - $9.4K
|
376
$136K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 3.46% |
$7.18K - $10.2K
|
726
$262K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26- 12.94% |
$7.18K - $10.2K
|
175
$63.2K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-26- 0.49% |
$7.18K - $10.2K
|
5.28K
$1.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 8.97% |
$7.18K - $10.2K
|
264
$95.3K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-27- 31.03% |
$7.46K - $10.6K
|
60
$21.7K
|
|
|
May 13, 2024
Q1 2024
|
Heard Capital LLC
Chicago, IL |
SELL
|
- |
-30- 1.81% |
$8.29K - $11.7K
|
1.63K
$588K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-31- 4.01% |
$8.57K - $12.1K
|
742
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-34- 12.32% |
$9.4K - $13.3K
|
242
$87.4K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 11.11% |
$9.67K - $13.7K
|
280
$101K
|