Latest Institutional Transactions on Credit Suisse Asset Management Income Fund Inc (CIK)
This table provides information on the latest institutional transactions involving Credit Suisse Asset Management Income Fund Inc (CIK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1KNew |
$2.59K - $3.05K
|
1K
$2.85K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-28- 0.32% |
$72.5 - $85.4
|
8.64K
$24.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
645New |
$1.67K - $1.97K
|
645
$1.84K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
81.3KNew |
$211K - $248K
|
81.3K
$232K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.5K+ 8.17% |
$3.89K - $4.58K
|
19.9K
$56.6K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$29K - $34.4K
|
11.3K
$32.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.4KNew |
$8.74K - $10.4K
|
3.4K
$9.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.82K- 6.51% |
$7.24K - $8.6K
|
40.5K
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2K- 5.29% |
$5.14K - $6.1K
|
35.8K
$102K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.36KNew |
$3.5K - $4.16K
|
1.36K
$3.88K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
17.4KNew |
$44.8K - $53.2K
|
17.4K
$49.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
599+ 3.02% |
$1.54K - $1.83K
|
20.4K
$58.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.48K- 39.59% |
$20.9K - $23.8K
|
12.9K
$36.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.67KNew |
$6.57K - $7.48K
|
2.67K
$7.62K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.42KNew |
$20.7K - $23.6K
|
8.42K
$24K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17K- 57.66% |
$41.9K - $47.7K
|
12.5K
$35.6K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.86K+ 70.91% |
$23.8K - $27.6K
|
23.8K
$67.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.2KNew |
$29.4K - $34.2K
|
12.2K
$34.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.1KNew |
$5.06K - $5.88K
|
2.1K
$5.99K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.95K- 89.14% |
$10.5K - $11.8K
|
481
$1.37K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$30.3K - $34.3K
|
11.4K
$32.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-100- 0.68% |
$265 - $300
|
14.6K
$41.6K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
400New |
$1.04K - $1.23K
|
400
$1.14K
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
50KNew |
$130K - $154K
|
50K
$143K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
231New |
$598 - $709
|
231
$658
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2KNew |
$44.4K - $52.7K
|
17.2K
$48.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-10K- 40.82% |
$25.9K - $30.7K
|
14.5K
$41.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
7.6KNew |
$19.7K - $23.3K
|
7.6K
$21.7K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
14.4KNew |
$42.3K - $50.4K
|
14.4K
$41K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.2KClosed |
$30.1K - $35.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-15KClosed |
$44.1K - $52.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-20KClosed |
$58.8K - $70K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.66KClosed |
$8.97K - $9.37K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
40KNew |
$135K - $141K
|
40K
$114K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.81KClosed |
$9.48K - $9.91K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.6KClosed |
$5.39K - $5.63K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28KClosed |
$94.6K - $99.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
27.5KNew |
$93K - $97.4K
|
27.5K
$78.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.75KClosed |
$22.8K - $23.9K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-3.5KClosed |
$11.8K - $12.4K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.85KClosed |
$6.25K - $6.55K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-4.6KClosed |
$15.5K - $16.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.2KClosed |
$4K - $4.36K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-93.1KClosed |
$310K - $338K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-224KClosed |
$746K - $813K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-42.8KClosed |
$143K - $155K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-829Closed |
$2.76K - $3.01K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-900Closed |
$3K - $3.27K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
24.5KNew |
$81.6K - $88.9K
|
24.5K
$69.8K
|
|