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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
PUT |
34.7KNew |
$29.5K - $128K
|
34.7K
$30.9K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
32.5KNew |
$27.6K - $120K
|
32.5K
$28.9K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
50.2K+ 127.55% |
$42.6K - $185K
|
89.5K
$79.7K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
10.5K+ 46.67% |
$8.93K - $38.6K
|
33K
$29.4K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
PUT |
189K+ 53.65% |
$160K - $694K
|
540K
$481K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
628KNew |
$534K - $2.31M
|
628K
$559K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
12.7KNew |
$10.8K - $46.8K
|
12.7K
$11.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.12K+ 424.12% |
$6.05K - $26.2K
|
8.8K
$7.83K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.31K- 30.99% |
$7.07K - $30.6K
|
18.5K
$16.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.21K- 13.37% |
$3.58K - $15.5K
|
27.3K
$24.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-202K- 91.47% |
$172K - $744K
|
18.9K
$16.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
12.6KNew |
$10.7K - $46.2K
|
12.6K
$11.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.35K- 77.38% |
$2K - $8.65K
|
687
$611
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
78.5K+ 102.11% |
$66.7K - $289K
|
155K
$138K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-500- 1.96% |
$425 - $1.84K
|
25K
$22.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
250New |
$213 - $920
|
250
$223
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.15KNew |
$4.38K - $19K
|
5.15K
$4.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-500- 81.04% |
$425 - $1.84K
|
117
$104
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 46.87% |
$8.13K - $35.2K
|
10.8K
$9.65K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
423+ 100.95% |
$360 - $1.56K
|
842
$749
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
55.8KNew |
$47.4K - $205K
|
55.8K
$49.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
279+ 111.6% |
$237 - $1.03K
|
529
$471
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
924K+ 243.98% |
$786K - $3.4M
|
1.3M
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$2.13K - $9.2K
|
2.5K
$2.23K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
579New |
$492 - $2.13K
|
579
$515
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
2.73KNew |
$2.32K - $10K
|
2.73K
$2.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7KNew |
$5.95K - $25.8K
|
7K
$6.23K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34KNew |
$28.9K - $125K
|
34K
$30.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$425 - $1.84K
|
500
$445
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.7K+ 81.22% |
$81.3K - $352K
|
214K
$190K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.6KNew |
$60.9K - $264K
|
71.6K
$63.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
20KNew |
$17K - $73.6K
|
20K
$17.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
516+ 2.79% |
$439 - $1.9K
|
19K
$16.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.16KNew |
$7.79K - $33.7K
|
9.16K
$8.15K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
6.9K+ 309.69% |
$5.87K - $25.4K
|
9.13K
$8.12K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
25KNew |
$21.3K - $92K
|
25K
$22.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
10KNew |
$8.5K - $36.8K
|
10K
$8.9K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
22.8KNew |
$68.2K - $111K
|
22.8K
$20.3K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-300Closed |
$897 - $1.46K
|
0
$0
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
1K+ 50.0% |
$2.99K - $4.85K
|
3K
$2.67K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-92- 7.12% |
$275 - $446
|
1.2K
$1.07K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-304- 1.38% |
$909 - $1.47K
|
21.8K
$19.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32New |
$95.7 - $155
|
32
$28.5
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$8.97 - $14.5
|
3
$2.67
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.7KNew |
$82.7K - $134K
|
27.7K
$24.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-886K- 99.14% |
$2.65M - $4.3M
|
7.7K
$6.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
195K+ 68.78% |
$583K - $946K
|
479K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
982KNew |
$2.93M - $4.76M
|
982K
$874K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
982KNew |
$2.93M - $4.76M
|
982K
$874K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
218KNew |
$651K - $1.06M
|
218K
$194K
|
|