Purchases and Sales Made in Q3 2022 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q3 2022. 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 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.3K+ 117.8% |
$56.2K - $84.6K
|
26.5K
$23.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.9KNew |
$54.4K - $81.8K
|
13.9K
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.3K+ 91.07% |
$52.1K - $78.4K
|
27.9K
$24.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13.2K+ 55.8% |
$51.8K - $77.9K
|
36.9K
$32.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.1K+ 77.81% |
$51.4K - $77.3K
|
29.9K
$26.7K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.9K+ 88.62% |
$50.7K - $76.3K
|
27.5K
$24.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 71.88% |
$48.4K - $72.9K
|
29.5K
$26.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
12.1KNew |
$47.6K - $71.6K
|
12.1K
$10.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
11.9KNew |
$46.8K - $70.5K
|
11.9K
$10.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 28.19% |
$44.6K - $67.2K
|
51.8K
$46.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10.8KNew |
$42.3K - $63.7K
|
10.8K
$9.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.2KNew |
$40K - $60.2K
|
10.2K
$9.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.2KNew |
$39.8K - $59.9K
|
10.2K
$9.03K
|
|
|
Nov 09, 2022
Q3 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
9.5K+ 950.0% |
$37.2K - $56.1K
|
10.5K
$9.35K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.16K+ 22.18% |
$32K - $48.1K
|
44.9K
$40K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.45K+ 67.17% |
$29.2K - $44K
|
18.5K
$16.5K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.91K+ 135.45% |
$27.1K - $40.8K
|
12K
$10.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
6.04K+ 202.11% |
$23.7K - $35.6K
|
9.02K
$8.03K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.68K+ 2.25% |
$22.3K - $33.5K
|
259K
$230K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.5K+ 588.87% |
$21.6K - $32.5K
|
6.43K
$5.73K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.44K+ 225.7% |
$21.3K - $32.1K
|
7.85K
$6.98K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.43KNew |
$21.3K - $32.1K
|
5.43K
$4.84K
|
|
|
Nov 14, 2022
Q3 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
5KNew |
$19.6K - $29.5K
|
5K
$4.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.23K+ 5.33% |
$16.6K - $24.9K
|
83.6K
$74.4K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4KNew |
$15.7K - $23.6K
|
4K
$3.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.83K+ 3.62% |
$15K - $22.6K
|
110K
$97.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.54K+ 8.68% |
$13.9K - $20.9K
|
44.3K
$39.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.35K+ 84.47% |
$13.1K - $19.8K
|
7.32K
$6.51K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.3K+ 35.93% |
$12.9K - $19.5K
|
12.5K
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.16K+ 6.79% |
$12.4K - $18.7K
|
49.8K
$44.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.49KNew |
$9.75K - $14.7K
|
2.49K
$2.21K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.48K+ 752.58% |
$9.71K - $14.6K
|
2.81K
$2.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
2KNew |
$7.84K - $11.8K
|
2K
$1.78K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.88KNew |
$7.37K - $11.1K
|
1.88K
$1.67K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.54K+ 176.15% |
$6.02K - $9.06K
|
2.41K
$2.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1.5K+ 9.01% |
$5.88K - $8.85K
|
18.2K
$16.2K
|
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.18K+ 9.1% |
$4.61K - $6.93K
|
14.1K
$12.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
863New |
$3.38K - $5.09K
|
863
$768
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
745+ 374.37% |
$2.92K - $4.4K
|
944
$840
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
720+ 18.65% |
$2.82K - $4.25K
|
4.58K
$4.08K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
694+ 2.56% |
$2.72K - $4.09K
|
27.8K
$24.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
564+ 148.42% |
$2.21K - $3.33K
|
944
$840
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$1.96K - $2.95K
|
500
$445
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
325New |
$1.27K - $1.92K
|
325
$289
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
300New |
$1.18K - $1.77K
|
300
$267
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
295New |
$1.16K - $1.74K
|
295
$263
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
290+ 93.25% |
$1.14K - $1.71K
|
601
$535
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
276+ 24.84% |
$1.08K - $1.63K
|
1.39K
$1.23K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
200New |
$784 - $1.18K
|
200
$178
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
197+ 8.6% |
$772 - $1.16K
|
2.49K
$2.21K
|