Purchases and Sales Made in Q1 2021 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q1 2021. The information is specifically focused on institutions that hold shares of CREDIT SUISSE GROUP AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2021
Q1 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
15KNew |
$159K - $221K
|
15K
$13.4K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7KNew |
$156K - $216K
|
14.7K
$13.1K
|
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
14K+ 73.47% |
$148K - $206K
|
33K
$29.4K
|
|
|
May 17, 2021
Q1 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.1K+ 5.51% |
$139K - $193K
|
251K
$224K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
12.8K+ 1088.66% |
$135K - $188K
|
13.9K
$12.4K
|
|
|
May 13, 2021
Q1 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
11.6KNew |
$123K - $171K
|
11.6K
$10.3K
|
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.1K+ 1109.3% |
$118K - $163K
|
12.1K
$10.8K
|
|
|
May 17, 2021
Q1 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$113K - $157K
|
10.7K
$9.5K
|
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.7K+ 95.12% |
$113K - $157K
|
21.9K
$19.4K
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.6K+ 24.13% |
$113K - $156K
|
54.6K
$48.6K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10.5K+ 237.35% |
$111K - $154K
|
14.9K
$13.3K
|
|
|
May 12, 2021
Q1 2021
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
10KNew |
$106K - $147K
|
10K
$8.9K
|
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.02K+ 36.9% |
$95.6K - $133K
|
33.4K
$29.8K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.06KNew |
$85.4K - $118K
|
8.06K
$7.17K
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
5.74K+ 3.97% |
$60.8K - $84.4K
|
150K
$134K
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.12K+ 5225.51% |
$54.3K - $75.3K
|
5.22K
$4.64K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
4.45KNew |
$47.2K - $65.4K
|
4.45K
$3.96K
|
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.49K+ 12.26% |
$37K - $51.2K
|
31.9K
$28.4K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.28K+ 365.63% |
$34.7K - $48.2K
|
4.17K
$3.71K
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.92K+ 21.3% |
$30.9K - $42.9K
|
16.6K
$14.8K
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87K+ 18.95% |
$30.4K - $42.2K
|
18K
$16K
|
|
|
May 14, 2021
Q1 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
2.63K+ 6.31% |
$27.8K - $38.6K
|
44.2K
$39.4K
|
|
|
Apr 01, 2021
Q1 2021
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 5.62% |
$26.5K - $36.8K
|
47K
$41.8K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.34KNew |
$24.8K - $34.4K
|
2.34K
$2.08K
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
2.08K+ 10.58% |
$22K - $30.5K
|
21.7K
$19.3K
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.05K+ 16.86% |
$21.7K - $30.1K
|
14.2K
$12.6K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.8KNew |
$19.1K - $26.5K
|
1.8K
$1.6K
|
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.66KNew |
$17.6K - $24.4K
|
1.66K
$1.48K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 4.49% |
$16.2K - $22.5K
|
35.6K
$31.7K
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.48K+ 507.9% |
$15.7K - $21.7K
|
1.77K
$1.57K
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.33K+ 0.25% |
$14.1K - $19.5K
|
531K
$472K
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.08K+ 7.41% |
$11.5K - $15.9K
|
15.7K
$14K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 24.24% |
$10.6K - $14.7K
|
5.13K
$4.57K
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
BUY
|
- |
893+ 2.19% |
$9.47K - $13.1K
|
41.7K
$37.1K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
853+ 3.44% |
$9.04K - $12.5K
|
25.6K
$22.8K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
605+ 4.44% |
$6.41K - $8.89K
|
14.2K
$12.7K
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
591+ 47.66% |
$6.26K - $8.69K
|
1.83K
$1.63K
|
|
|
May 14, 2021
Q1 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
509+ 2.75% |
$5.4K - $7.48K
|
19K
$17K
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
473+ 2.48% |
$5.01K - $6.95K
|
19.5K
$17.4K
|
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
460+ 2.94% |
$4.88K - $6.76K
|
16.1K
$14.3K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
377New |
$4K - $5.54K
|
377
$336
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
310New |
$3.29K - $4.56K
|
310
$276
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
304+ 0.21% |
$3.22K - $4.47K
|
144K
$128K
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
300New |
$3.18K - $4.41K
|
300
$267
|
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
251+ 14.89% |
$2.66K - $3.69K
|
1.94K
$1.72K
|
|
|
Jan 18, 2022
Q1 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
237New |
$2.51K - $3.48K
|
237
$211
|
|
|
May 17, 2021
Q1 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
210+ 0.1% |
$2.23K - $3.09K
|
213K
$190K
|
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
189New |
$2K - $2.78K
|
189
$168
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
110New |
$1.17K - $1.62K
|
110
$97.9
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98New |
$1.04K - $1.44K
|
98
$87.2
|