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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
579New |
$186K - $247K
|
579
$117K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
572New |
$184K - $244K
|
572
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
550New |
$177K - $235K
|
550
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
540New |
$174K - $231K
|
540
$109K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
536New |
$172K - $229K
|
536
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
531New |
$171K - $227K
|
531
$107K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
529New |
$170K - $226K
|
529
$107K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
523+ 72.14% |
$168K - $223K
|
1.25K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
522New |
$168K - $223K
|
522
$105K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
515New |
$166K - $220K
|
515
$104K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
515New |
$166K - $220K
|
515
$104K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
503New |
$162K - $215K
|
503
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
502New |
$161K - $214K
|
502
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
495New |
$159K - $211K
|
495
$99.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
492New |
$158K - $210K
|
492
$99.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
492New |
$158K - $210K
|
492
$99.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
491New |
$158K - $210K
|
491
$99.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
491New |
$158K - $210K
|
491
$99.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
483+ 1.76% |
$155K - $206K
|
28K
$5.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
426+ 62.46% |
$137K - $182K
|
1.11K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
400+ 100.0% |
$129K - $171K
|
800
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
373+ 42.58% |
$120K - $159K
|
1.25K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
364New |
$117K - $156K
|
364
$73.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
320New |
$103K - $137K
|
320
$64.6K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
292+ 16.48% |
$93.9K - $125K
|
2.06K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
240+ 32.74% |
$77.2K - $103K
|
973
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
211New |
$67.9K - $90.1K
|
211
$42.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
209+ 28.44% |
$67.2K - $89.3K
|
944
$191K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
200+ 2.71% |
$64.3K - $85.5K
|
7.57K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
BUY
|
- |
163+ 6.96% |
$52.4K - $69.6K
|
2.51K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
144New |
$46.3K - $61.5K
|
144
$29.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
131+ 24.13% |
$42.1K - $56K
|
674
$136K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
131+ 14.67% |
$42.1K - $56K
|
1.02K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
123+ 15.09% |
$39.6K - $52.6K
|
938
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
109+ 5.1% |
$35.1K - $46.6K
|
2.25K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$32.2K - $42.7K
|
100
$20.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
100New |
$32.2K - $42.7K
|
100
$20.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
89+ 14.38% |
$28.6K - $38K
|
708
$143K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
82+ 14.99% |
$26.4K - $35K
|
629
$127K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
72New |
$23.2K - $30.8K
|
72
$14.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63New |
$20.3K - $26.9K
|
63
$12.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
61+ 2033.33% |
$19.6K - $26.1K
|
64
$12.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
45+ 7.73% |
$14.5K - $19.2K
|
627
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
42New |
$13.5K - $17.9K
|
42
$8.48K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
37+ 1.6% |
$11.9K - $15.8K
|
2.35K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
30+ 5.37% |
$9.65K - $12.8K
|
589
$119K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
30+ 3.53% |
$9.65K - $12.8K
|
880
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
29+ 4.43% |
$9.33K - $12.4K
|
684
$138K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$8.04K - $10.7K
|
25
$5.05K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25+ 4.6% |
$8.04K - $10.7K
|
569
$115K
|
|