Purchases and Sales Made in Q3 2020 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2020
Q3 2020
|
Chiron Capital Management, LLC
|
BUY
|
- |
4.6KNew |
$43.6K - $53.2K
|
4.6K
$4.09K
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.46K+ 13.82% |
$42.3K - $51.5K
|
36.7K
$32.7K
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 35.86% |
$37.6K - $45.9K
|
15K
$13.4K
|
|
|
Nov 13, 2020
Q3 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.77K+ 8.65% |
$35.7K - $43.6K
|
47.3K
$42.1K
|
|
|
Nov 13, 2020
Q3 2020
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.67K+ 5.21% |
$34.8K - $42.4K
|
74K
$65.9K
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
BUY
|
- |
3.52K+ 29.36% |
$33.4K - $40.7K
|
15.5K
$13.8K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
3.25KNew |
$30.8K - $37.5K
|
3.25K
$2.89K
|
|
|
Nov 13, 2020
Q3 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.68K+ 6.32% |
$25.4K - $31K
|
45.2K
$40.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.68KNew |
$25.4K - $31K
|
2.68K
$2.39K
|
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2KNew |
$19K - $23.1K
|
2K
$1.78K
|
|
|
Nov 06, 2020
Q3 2020
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.9K+ 2.63% |
$18K - $22K
|
74.1K
$65.9K
|
|
|
Nov 19, 2020
Q3 2020
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.2K+ 7.73% |
$11.4K - $13.9K
|
16.7K
$14.9K
|
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.17K+ 8.33% |
$11.1K - $13.5K
|
15.2K
$13.5K
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 143.65% |
$10.1K - $12.3K
|
1.8K
$1.6K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.02KNew |
$9.71K - $11.8K
|
1.02K
$911
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
962New |
$9.12K - $11.1K
|
962
$856
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
800New |
$7.58K - $9.25K
|
800
$712
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
610+ 145.58% |
$5.78K - $7.05K
|
1.03K
$916
|
|
|
Oct 23, 2020
Q3 2020
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
400+ 0.61% |
$3.79K - $4.62K
|
65.8K
$58.6K
|
|
|
Nov 09, 2020
Q3 2020
|
Glassman Wealth Services
|
BUY
|
- |
394+ 83.3% |
$3.74K - $4.55K
|
867
$772
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
325New |
$3.08K - $3.76K
|
325
$289
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
247+ 6.36% |
$2.34K - $2.86K
|
4.13K
$3.67K
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
190+ 172.73% |
$1.8K - $2.2K
|
300
$267
|
|
|
Oct 22, 2020
Q3 2020
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
91+ 0.76% |
$863 - $1.05K
|
12K
$10.7K
|
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 1.98% |
$739 - $902
|
4.02K
$3.58K
|
|
|
Nov 03, 2020
Q3 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
74+ 4.78% |
$702 - $855
|
1.62K
$1.44K
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
67+ 67.0% |
$635 - $775
|
167
$149
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
64New |
$607 - $740
|
64
$57
|
|
|
Nov 13, 2020
Q3 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
52+ 0.22% |
$493 - $601
|
23.4K
$20.8K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
48New |
$455 - $555
|
48
$42.7
|
|
|
Nov 04, 2020
Q3 2020
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
48+ 10.53% |
$455 - $555
|
504
$449
|
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
BUY
|
- |
23+ 11.22% |
$218 - $266
|
228
$203
|
|
|
Nov 12, 2020
Q3 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 4.61% |
$133 - $162
|
318
$283
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
1New |
$9.48 - $11.6
|
1
$0.89
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-10Closed |
$94.8 - $116
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.6% |
$578 - $705
|
10.1K
$9.02K
|
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-79- 10.96% |
$749 - $913
|
642
$571
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-88- 50.0% |
$834 - $1.02K
|
88
$78.3
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-97Closed |
$920 - $1.12K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-116- 16.76% |
$1.1K - $1.34K
|
576
$513
|
|
|
Mar 05, 2021
Q3 2020
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-145- 0.07% |
$1.37K - $1.68K
|
214K
$190K
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-149- 24.47% |
$1.41K - $1.72K
|
460
$409
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-190- 63.33% |
$1.8K - $2.2K
|
110
$97.9
|
|
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-200- 0.05% |
$1.9K - $2.31K
|
429K
$382K
|
|
|
Nov 10, 2020
Q3 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-246- 0.65% |
$2.33K - $2.84K
|
37.7K
$33.5K
|
|
|
Nov 12, 2020
Q3 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-453- 61.72% |
$4.29K - $5.24K
|
281
$250
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-504Closed |
$4.78K - $5.83K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-542- 9.64% |
$5.14K - $6.27K
|
5.08K
$4.52K
|