Latest Institutional Purchases of Credit Suisse Group Ag (CS)
This list provides information on the latest institutional transactions involving Credit Suisse Group Ag (CS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1K+ 1373.86% |
$10.3K - $44.5K
|
13K
$11.5K
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.6KNew |
$9.83K - $42.6K
|
11.6K
$10.3K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.5KNew |
$9.78K - $42.3K
|
11.5K
$10.2K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$9.25K - $40K
|
10.9K
$9.68K
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
10.5K+ 46.67% |
$8.93K - $38.6K
|
33K
$29.4K
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.3KNew |
$8.77K - $38K
|
10.3K
$9.19K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$8.72K - $37.7K
|
10.3K
$9.13K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10.1KNew |
$8.59K - $37.2K
|
10.1K
$9K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10K+ 33.33% |
$8.5K - $36.8K
|
40K
$35.6K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$8.5K - $36.8K
|
10K
$8.9K
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
10KNew |
$8.5K - $36.8K
|
10K
$8.9K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.57K+ 243.16% |
$8.13K - $35.2K
|
13.5K
$12K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.16KNew |
$7.79K - $33.7K
|
9.16K
$8.15K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.14KNew |
$6.92K - $30K
|
8.14K
$7.25K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.63K+ 22.59% |
$6.48K - $28.1K
|
41.4K
$36.8K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.12K+ 424.12% |
$6.05K - $26.2K
|
8.8K
$7.83K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7KNew |
$5.95K - $25.8K
|
7K
$6.23K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
6.9K+ 309.69% |
$5.87K - $25.4K
|
9.13K
$8.12K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.48K+ 45.46% |
$5.51K - $23.9K
|
20.7K
$18.5K
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.2K+ 16.21% |
$5.27K - $22.8K
|
44.4K
$39.5K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.15KNew |
$4.38K - $19K
|
5.15K
$4.58K
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
BUY
|
- |
5K+ 28.57% |
$4.25K - $18.4K
|
22.5K
$20K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5K+ 959.69% |
$4.25K - $18.4K
|
5.52K
$4.91K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.53K+ 963.83% |
$3.85K - $16.7K
|
5K
$4.45K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
3.01KNew |
$2.56K - $11.1K
|
3.01K
$2.68K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
2.73KNew |
$2.32K - $10K
|
2.73K
$2.43K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$2.13K - $9.2K
|
2.5K
$2.23K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.46K+ 15.68% |
$2.09K - $9.03K
|
18.1K
$16.1K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1KNew |
$850 - $3.68K
|
1K
$890
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
615New |
$523 - $2.26K
|
615
$547
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
579New |
$492 - $2.13K
|
579
$515
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
516+ 2.79% |
$439 - $1.9K
|
19K
$16.9K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 55.56% |
$425 - $1.84K
|
1.4K
$1.25K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$425 - $1.84K
|
500
$445
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
423+ 100.95% |
$360 - $1.56K
|
842
$749
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$340 - $1.47K
|
400
$356
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
279+ 111.6% |
$237 - $1.03K
|
529
$471
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
255New |
$217 - $938
|
255
$227
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
250New |
$213 - $920
|
250
$223
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
228+ 40.28% |
$194 - $839
|
794
$707
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
222+ 1.98% |
$189 - $817
|
11.4K
$10.2K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
164+ 58.78% |
$139 - $604
|
443
$394
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51New |
$43.4 - $188
|
51
$45.4
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 13, 2023
Q4 2022
|
Shah Capital Management
|
BUY
|
- |
6.6MNew |
$19.7M - $32M
|
6.6M
$5.87M
|
|
Feb 13, 2023
Q4 2022
|
Kopernik Global Investors, LLC
Tampa, FL |
BUY
|
- |
4.64M+ 91.17% |
$13.9M - $22.5M
|
9.74M
$8.67M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.55MNew |
$4.63M - $7.51M
|
1.55M
$1.38M
|
|
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
|