Institutional Owners for CHTR
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CENTAURUS FINANCIAL INC | CL A | 901 | $393,000 | 1,351 | 0.03 | 0.09 | -1,526 | -53.04 | 03-31-2024 |
| FIRST TRUST DIRECT INDEXING LP | CL A | 902 | $495,949 | 1,350 | 0.00 | 0.00 | -237 | -14.93 | 06-30-2023 |
| SIGNATUREFD LLC | CL A | 903 | $390,607 | 1,344 | 0.00 | 0.00 | -514 | -27.66 | 03-31-2024 |
| COLONY GROUP LLC | Common | 904 | $492,000 | 1,339 | 0.01 | 0.01 | -2 | -0.15 | 06-30-2023 |
