Purchases and Sales Made in Q3 2021 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.7K+ 2.15% |
$44.2K - $50.4K
|
223K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65K+ 2.2% |
$43.7K - $49.8K
|
216K
$192K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.52K+ 23.84% |
$42.5K - $48.5K
|
23.5K
$20.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.22K+ 13.66% |
$30.3K - $34.5K
|
26.8K
$23.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.6K+ 20.9% |
$24.4K - $27.8K
|
15K
$13.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
2.05K+ 1.46% |
$19.3K - $22K
|
143K
$127K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
2K+ 9.83% |
$18.8K - $21.4K
|
22.3K
$19.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.95K+ 0.73% |
$18.3K - $20.9K
|
270K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.72KNew |
$16.1K - $18.4K
|
1.72K
$1.53K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.48K+ 8.61% |
$13.9K - $15.9K
|
18.7K
$16.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.36K+ 2.99% |
$12.8K - $14.6K
|
46.9K
$41.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.31K+ 19.29% |
$12.3K - $14K
|
8.08K
$7.19K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 11.17% |
$10.3K - $11.8K
|
10.9K
$9.72K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.02K+ 25.01% |
$9.59K - $10.9K
|
5.1K
$4.54K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
869+ 0.61% |
$8.17K - $9.32K
|
143K
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
809+ 2609.68% |
$7.6K - $8.67K
|
840
$748
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
800+ 400.0% |
$7.52K - $8.58K
|
1K
$890
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
669New |
$6.29K - $7.17K
|
669
$595
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
551New |
$5.18K - $5.91K
|
551
$490
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
534+ 38.84% |
$5.02K - $5.72K
|
1.91K
$1.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$4.7K - $5.36K
|
500
$445
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
483New |
$4.54K - $5.18K
|
483
$430
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
405+ 20.98% |
$3.81K - $4.34K
|
2.34K
$2.08K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
315+ 3.1% |
$2.96K - $3.38K
|
10.5K
$9.33K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
314+ 1.1% |
$2.95K - $3.37K
|
28.8K
$25.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
300+ 1.92% |
$2.82K - $3.22K
|
15.9K
$14.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
296+ 26.64% |
$2.78K - $3.17K
|
1.41K
$1.25K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
269+ 3.04% |
$2.53K - $2.88K
|
9.12K
$8.12K
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
BUY
|
- |
250New |
$2.35K - $2.68K
|
250
$223
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
237+ 5.11% |
$2.23K - $2.54K
|
4.87K
$4.34K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
225New |
$2.12K - $2.41K
|
225
$200
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
206New |
$1.94K - $2.21K
|
206
$183
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
199New |
$1.87K - $2.13K
|
199
$177
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
164New |
$1.54K - $1.76K
|
164
$146
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
156+ 24.11% |
$1.47K - $1.67K
|
803
$715
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
152+ 13.87% |
$1.43K - $1.63K
|
1.25K
$1.11K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
101New |
$949 - $1.08K
|
101
$89.9
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
83New |
$780 - $890
|
83
$73.9
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
80+ 100.0% |
$752 - $858
|
160
$142
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
21+ 1.71% |
$197 - $225
|
1.25K
$1.11K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 10.62% |
$113 - $129
|
125
$111
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
5+ 3.7% |
$47 - $53.6
|
140
$125
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6- 0.02% |
$56.4 - $64.3
|
24.8K
$22.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16Closed |
$150 - $172
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-54- 0.34% |
$508 - $579
|
15.7K
$14K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-90- 0.49% |
$846 - $965
|
18.5K
$16.4K
|