Purchases and Sales Made in Q4 2022 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51New |
$152 - $247
|
51
$45.4
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32New |
$95.7 - $155
|
32
$28.5
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32New |
$95.7 - $155
|
32
$28.5
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 0.9% |
$20.9 - $33.9
|
783
$697
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$12 - $19.4
|
4
$3.56
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$8.97 - $14.5
|
3
$2.67
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-35- 0.19% |
$105 - $170
|
18.5K
$16.5K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-90- 3.88% |
$269 - $436
|
2.23K
$1.98K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-92- 7.12% |
$275 - $446
|
1.2K
$1.07K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-182- 30.28% |
$544 - $883
|
419
$373
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-192- 0.61% |
$574 - $931
|
31.2K
$27.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-276- 19.9% |
$825 - $1.34K
|
1.11K
$989
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-300Closed |
$897 - $1.46K
|
0
$0
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-304- 1.38% |
$909 - $1.47K
|
21.8K
$19.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-327- 34.64% |
$978 - $1.59K
|
617
$549
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-358- 2.29% |
$1.07K - $1.74K
|
15.3K
$13.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 0.3% |
$1.2K - $1.94K
|
132K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-471- 1.48% |
$1.41K - $2.28K
|
31.5K
$28K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-534- 21.46% |
$1.6K - $2.59K
|
1.95K
$1.74K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-637- 67.48% |
$1.9K - $3.09K
|
307
$273
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-679- 28.2% |
$2.03K - $3.29K
|
1.73K
$1.54K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 70.4% |
$4.02K - $6.53K
|
566
$504
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-1.5K- 13.05% |
$4.49K - $7.27K
|
9.99K
$8.89K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.21K- 15.94% |
$6.61K - $10.7K
|
11.7K
$10.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.35K- 15.61% |
$7.03K - $11.4K
|
12.7K
$11.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 38.86% |
$7.48K - $12.1K
|
3.93K
$3.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.82K- 35.92% |
$8.43K - $13.7K
|
5.03K
$4.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.12K- 8.46% |
$9.32K - $15.1K
|
33.8K
$30K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.71K- 4.44% |
$11.1K - $18K
|
79.8K
$71.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4K- 18.18% |
$12K - $19.4K
|
18K
$16K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.49K- 13.38% |
$13.4K - $21.8K
|
29.1K
$25.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.05K- 18.92% |
$18.1K - $29.3K
|
25.9K
$23.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.1K- 23.01% |
$18.2K - $29.6K
|
20.4K
$18.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.46K- 4.04% |
$19.3K - $31.3K
|
153K
$136K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.05K- 10.24% |
$21.1K - $34.2K
|
61.8K
$55K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-7.16K- 15.39% |
$21.4K - $34.7K
|
39.3K
$35K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-7.35K- 81.39% |
$22K - $35.6K
|
1.68K
$1.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 30.5% |
$32K - $51.9K
|
24.4K
$21.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 96.22% |
$34.5K - $56K
|
454
$404
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-14.8K- 61.56% |
$44.2K - $71.6K
|
9.22K
$8.21K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.5K- 53.62% |
$49.3K - $80K
|
14.3K
$12.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 40.3% |
$54.1K - $87.8K
|
26.8K
$23.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-20.3K- 34.65% |
$60.6K - $98.3K
|
38.2K
$34K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.8K- 45.63% |
$71.1K - $115K
|
28.3K
$25.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-35.5K- 64.54% |
$106K - $172K
|
19.5K
$17.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-39.8K- 49.81% |
$119K - $193K
|
40.1K
$35.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51.4K- 62.43% |
$154K - $249K
|
30.9K
$27.5K
|