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 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
85+ 103.66% |
$901 - $1.25K
|
167
$149
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
77+ 9.18% |
$816 - $1.13K
|
916
$815
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 18.16% |
$774 - $1.07K
|
475
$423
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
64+ 5.32% |
$678 - $941
|
1.27K
$1.13K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.11% |
$307 - $426
|
26.3K
$23.4K
|
|
May 13, 2021
Q1 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 3.14% |
$106 - $147
|
328
$292
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.59% |
$31.8 - $44.1
|
510
$454
|
|
May 14, 2021
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-8- 0.39% |
$84.8 - $118
|
2.02K
$1.8K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.2% |
$84.8 - $118
|
3.99K
$3.55K
|
|
Apr 29, 2021
Q1 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-11- 0.08% |
$117 - $162
|
13.4K
$11.9K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-19Closed |
$201 - $279
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 2.22% |
$233 - $323
|
970
$863
|
|
May 06, 2021
Q1 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-34- -0.0% |
$360 - $500
|
979K
$871K
|
|
May 12, 2021
Q1 2021
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-64Closed |
$678 - $941
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-72Closed |
$763 - $1.06K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-95Closed |
$1.01K - $1.4K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100Closed |
$1.06K - $1.47K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-181Closed |
$1.92K - $2.66K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-190Closed |
$2.01K - $2.79K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-245Closed |
$2.6K - $3.6K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-250- 1.64% |
$2.65K - $3.68K
|
15K
$13.4K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-251Closed |
$2.66K - $3.69K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-252- 36.0% |
$2.67K - $3.7K
|
448
$399
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-300Closed |
$3.18K - $4.41K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-590- 54.13% |
$6.25K - $8.67K
|
500
$445
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-597Closed |
$6.33K - $8.78K
|
0
$0
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-644- 3.39% |
$6.83K - $9.47K
|
18.3K
$16.3K
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-647- 1.43% |
$6.86K - $9.51K
|
44.5K
$39.6K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-759- 74.27% |
$8.05K - $11.2K
|
263
$234
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-773- 2.04% |
$8.19K - $11.4K
|
37.1K
$33K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-789Closed |
$8.36K - $11.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-800Closed |
$8.48K - $11.8K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-895Closed |
$9.49K - $13.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.12KClosed |
$11.9K - $16.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.24K- 4.59% |
$13.1K - $18.2K
|
25.7K
$22.9K
|
|
May 17, 2021
Q1 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 1.33% |
$13.7K - $19K
|
95.8K
$85.3K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$14.3K - $19.8K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.37K- 9.17% |
$14.6K - $20.2K
|
13.6K
$12.1K
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.4K- 7.59% |
$14.8K - $20.6K
|
17.1K
$15.2K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.41K- 6.04% |
$15K - $20.8K
|
22K
$19.6K
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.99KClosed |
$21.1K - $29.2K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.09K- 1.46% |
$22.2K - $30.7K
|
142K
$126K
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.2K- 46.81% |
$23.3K - $32.3K
|
2.5K
$2.23K
|
|
May 12, 2021
Q1 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-2.21K- 32.27% |
$23.4K - $32.5K
|
4.64K
$4.13K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.6K- 17.21% |
$27.6K - $38.3K
|
12.5K
$11.2K
|
|
May 14, 2021
Q1 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.73KClosed |
$29K - $40.2K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3.25K- 61.34% |
$34.5K - $47.8K
|
2.05K
$1.82K
|