Purchases and Sales Made in Q2 2021 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54K+ 324.84% |
$15.4K - $17.3K
|
2.02K
$1.8K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.5K+ 29.14% |
$15K - $16.7K
|
6.63K
$5.9K
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.02K+ 8.47% |
$10.2K - $11.4K
|
13.1K
$11.6K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
933+ 8.84% |
$9.34K - $10.4K
|
11.5K
$10.2K
|
|
Aug 04, 2021
Q2 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
750New |
$7.51K - $8.39K
|
750
$668
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
730+ 669.72% |
$7.31K - $8.16K
|
839
$747
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
691+ 735.11% |
$6.92K - $7.73K
|
785
$699
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
550+ 33.07% |
$5.51K - $6.15K
|
2.21K
$1.97K
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
410New |
$4.1K - $4.58K
|
410
$365
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
287+ 2.38% |
$2.87K - $3.21K
|
12.4K
$11K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
211New |
$2.11K - $2.36K
|
211
$188
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
201+ 120.36% |
$2.01K - $2.25K
|
368
$328
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
200New |
$2K - $2.24K
|
200
$178
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
199+ 44.42% |
$1.99K - $2.22K
|
647
$576
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
160New |
$1.6K - $1.79K
|
160
$142
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
106+ 0.88% |
$1.06K - $1.19K
|
12.2K
$10.9K
|
|
Jul 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
90+ 0.01% |
$901 - $1.01K
|
979K
$871K
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
87New |
$871 - $973
|
87
$77.4
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
87+ 2.18% |
$871 - $973
|
4.08K
$3.63K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
65+ 0.44% |
$651 - $727
|
15K
$13.4K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
25+ 22.73% |
$250 - $280
|
135
$120
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
18New |
$180 - $201
|
18
$16
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.98% |
$50.1 - $55.9
|
515
$458
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 0.36% |
$70.1 - $78.3
|
1.93K
$1.72K
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-77- 0.4% |
$771 - $861
|
19K
$16.9K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
SELL
|
- |
-156- 12.31% |
$1.56K - $1.74K
|
1.11K
$989
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-189Closed |
$1.89K - $2.11K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-237Closed |
$2.37K - $2.65K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-328Closed |
$3.28K - $3.67K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-375- 2.04% |
$3.75K - $4.19K
|
18K
$16K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-377Closed |
$3.77K - $4.21K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 80.0% |
$4K - $4.47K
|
100
$89
|
|
Jul 29, 2021
Q2 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-500Closed |
$5.01K - $5.59K
|
0
$0
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-556- 47.2% |
$5.57K - $6.22K
|
622
$554
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-700- 0.49% |
$7.01K - $7.83K
|
141K
$125K
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-738- 97.88% |
$7.39K - $8.25K
|
16
$14.2
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-759- 90.46% |
$7.6K - $8.49K
|
80
$71.2
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-819- 39.95% |
$8.2K - $9.16K
|
1.23K
$1.1K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-863- 42.7% |
$8.64K - $9.65K
|
1.16K
$1.03K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-916Closed |
$9.17K - $10.2K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-970Closed |
$9.71K - $10.8K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1KClosed |
$10K - $11.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 1.1% |
$10.5K - $11.8K
|
94.8K
$84.4K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 12.67% |
$12.9K - $14.4K
|
8.85K
$7.88K
|