Latest Institutional Transactions on Credit Suisse Group Ag (CS)
This table provides information on the latest institutional transactions involving Credit Suisse Group Ag (CS) 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 14, 2018
Q3 2018
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.98KClosed |
$29.2K - $31.8K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.8KClosed |
$174K - $189K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-67.4KClosed |
$997K - $1.08M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-650Closed |
$9.61K - $10.4K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-700Closed |
$10.3K - $11.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-218KClosed |
$3.23M - $3.51M
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-59.4KClosed |
$878K - $954K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-261Closed |
$3.86K - $4.19K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
SELL
|
- |
-92Closed |
$1.36K - $1.48K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-534Closed |
$7.89K - $8.58K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Financial Counselors Inc
|
SELL
|
- |
-10KClosed |
$148K - $161K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-89.8KClosed |
$1.33M - $1.44M
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.79KClosed |
$26.5K - $28.8K
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-289Closed |
$4.27K - $4.64K
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Cordasco Financial Network
|
SELL
|
- |
-219Closed |
$3.24K - $3.52K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-275- 2.18% |
$4.05K - $4.72K
|
12.4K
$11K
|
|
|
Aug 14, 2018
Q2 2018
|
Hanseatic Management Services Inc
|
SELL
|
- |
-96Closed |
$1.41K - $1.65K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
430New |
$6.33K - $7.38K
|
430
$383
|
|
|
Aug 14, 2018
Q2 2018
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-37.5KClosed |
$552K - $644K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.08KClosed |
$30.6K - $35.6K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
82KNew |
$1.21M - $1.41M
|
82K
$73K
|
|
|
Aug 10, 2018
Q2 2018
|
Chescapmanager LLC
Baltimore, MD |
SELL
|
- |
-177KClosed |
$2.61M - $3.04M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-75.1KClosed |
$1.11M - $1.29M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-19.6KClosed |
$289K - $337K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-833Closed |
$12.3K - $14.3K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
American Assets Investment Management, LLC
|
SELL
|
- |
-44.2KClosed |
$652K - $759K
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
259+ 96.64% |
$3.82K - $4.44K
|
527
$469
|
|
|
Jul 09, 2018
Q2 2018
|
Center Star Asset Management, LLC
|
SELL
|
- |
-6.13KClosed |
$90.3K - $105K
|
0
$0
|
|
|
Jul 09, 2018
Q2 2018
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-6.8KClosed |
$100K - $117K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
21K+ 30.96% |
$348K - $420K
|
89K
$79.2K
|
|
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
83.6K+ 1608.38% |
$1.38M - $1.67M
|
88.8K
$79.1K
|
|
|
May 14, 2018
Q1 2018
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-59KClosed |
$976K - $1.18M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.69KNew |
$28K - $33.8K
|
1.69K
$1.51K
|
|
|
May 14, 2018
Q1 2018
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-51.2KClosed |
$848K - $1.02M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-14.3KClosed |
$237K - $286K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
BUY
|
PUT |
37KNew |
$612K - $739K
|
37K
$32.9K
|
|
|
May 10, 2018
Q1 2018
|
Schnieders Capital Management LLC
|
SELL
|
- |
-19.7KClosed |
$326K - $393K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Oakworth Capital, Inc.
|
SELL
|
- |
-573Closed |
$9.48K - $11.4K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-723Closed |
$12K - $14.4K
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-82Closed |
$1.36K - $1.64K
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-16.5KClosed |
$273K - $330K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-635Closed |
$10.5K - $12.7K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Shikiar Asset Management Inc
|
SELL
|
- |
-10.3KClosed |
$171K - $206K
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-40Closed |
$662 - $799
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-300- 60.0% |
$4.68K - $5.41K
|
200
$178
|
|
|
Mar 28, 2018
Q4 2017
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-538Closed |
$8.4K - $9.69K
|
0
$0
|
|
|
Feb 22, 2018
Q4 2017
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-263Closed |
$4.11K - $4.74K
|
0
$0
|
|
|
Feb 21, 2018
Q4 2017
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.88K- 90.55% |
$44.9K - $51.8K
|
300
$267
|
|
|
Feb 15, 2018
Q4 2017
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-13.7KClosed |
$213K - $246K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Wolverine Asset Management LLC
|
SELL
|
- |
-17.5KClosed |
$273K - $315K
|
0
$0
|
|