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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
970New |
$6.68K - $10.2K
|
970
$863
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-45.5KClosed |
$313K - $479K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
100New |
$689 - $1.06K
|
100
$89
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-3.03KClosed |
$20.8K - $31.9K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5.06KClosed |
$34.9K - $53.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
39.9KNew |
$364K - $440K
|
39.9K
$35.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-46.9KClosed |
$429K - $517K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
SELL
|
- |
-200KClosed |
$1.83M - $2.21M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-923KClosed |
$8.43M - $10.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-2.76KClosed |
$25.2K - $30.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.72KClosed |
$15.7K - $18.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-199Closed |
$1.82K - $2.19K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
18.4KNew |
$168K - $203K
|
18.4K
$16.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-180KClosed |
$1.64M - $1.98M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-46.4KClosed |
$424K - $512K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.5KClosed |
$169K - $204K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-20KClosed |
$183K - $221K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-132KClosed |
$1.21M - $1.46M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.02KClosed |
$18.4K - $22.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-164Closed |
$1.5K - $1.81K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-2KClosed |
$18.3K - $22.1K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-669Closed |
$6.11K - $7.38K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
20+ 14.29% |
$183 - $221
|
160
$142
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
SELL
|
- |
-250Closed |
$2.29K - $2.76K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kempner Capital Management Inc.
|
SELL
|
- |
-243KClosed |
$2.22M - $2.68M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-15KClosed |
$137K - $166K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-551Closed |
$5.04K - $6.08K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
800+ 400.0% |
$7.52K - $8.58K
|
1K
$890
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-852Closed |
$8.01K - $9.13K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
225New |
$2.12K - $2.41K
|
225
$200
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-410Closed |
$3.85K - $4.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
38.3KNew |
$360K - $410K
|
38.3K
$34K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-750Closed |
$7.05K - $8.04K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16Closed |
$150 - $172
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-11.5KClosed |
$108K - $124K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.08KNew |
$38.3K - $43.7K
|
4.08K
$3.63K
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-718KClosed |
$6.75M - $7.69M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.34KClosed |
$12.6K - $14.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-33.4KClosed |
$335K - $374K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-20KClosed |
$200K - $224K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-391KClosed |
$3.91M - $4.37M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Blackstone Inc
New York, NY |
SELL
|
- |
-500KClosed |
$5.01M - $5.59M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.11M- 99.97% |
$31.1M - $34.8M
|
937
$834
|
|
|
Aug 16, 2021
Q2 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-25KClosed |
$250K - $280K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-211KClosed |
$2.11M - $2.36M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.5MClosed |
$35M - $39.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-377Closed |
$3.77K - $4.21K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-27.2KClosed |
$272K - $304K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
PUT |
-354KClosed |
$3.55M - $3.96M
|
0
$0
|
|