Latest Institutional Transactions on Credit Suisse High Yield Bond Fund (DHY)
This table provides information on the latest institutional transactions involving Credit Suisse High Yield Bond Fund (DHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
35.4KNew |
$69.7K - $73.3K
|
35.4K
$75K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
50KNew |
$97K - $103K
|
50K
$106K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.36K- 8.92% |
$8.47K - $8.99K
|
44.5K
$94.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
121KNew |
$235K - $250K
|
121K
$257K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
60KNew |
$116K - $124K
|
60K
$127K
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
25KNew |
$48.5K - $51.5K
|
25K
$53K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.78K- 14.05% |
$7.33K - $7.78K
|
23.1K
$49K
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-177- 0.2% |
$343 - $365
|
90K
$191K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.6K- 16.97% |
$36K - $38.2K
|
90.8K
$192K
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
80.9KNew |
$157K - $167K
|
80.9K
$172K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$43.6K - $46.3K
|
22.5K
$47.6K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
633+ 5.43% |
$1.23K - $1.3K
|
12.3K
$26.1K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.9KNew |
$21.2K - $22.5K
|
10.9K
$23.2K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11KNew |
$21.3K - $22.7K
|
11K
$23.3K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46KNew |
$89.2K - $94.8K
|
46K
$97.5K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.3KNew |
$21.9K - $23.3K
|
11.3K
$24K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
12.3KNew |
$23.9K - $25.4K
|
12.3K
$26.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-700- 5.61% |
$1.25K - $1.39K
|
11.8K
$25K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
43.6KNew |
$77.7K - $86.8K
|
43.6K
$92.5K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14.4K- 51.43% |
$25.7K - $28.7K
|
13.6K
$28.9K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$1.81K - $2.02K
|
1.02K
$2.15K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.61K- 19.58% |
$4.65K - $5.2K
|
10.7K
$22.7K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
24.7KNew |
$45.9K - $47.4K
|
24.7K
$52.4K
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-92K- 11.23% |
$171K - $177K
|
728K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4KNew |
$7.44K - $7.68K
|
4K
$8.48K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.5MNew |
$14M - $14.4M
|
7.5M
$15.9M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4K- 14.51% |
$7.44K - $7.68K
|
23.6K
$49.9K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200New |
$372 - $384
|
200
$424
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
279+ 2.5% |
$519 - $536
|
11.5K
$24.3K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
500New |
$930 - $960
|
500
$1.06K
|
|
Q2 2023 | |||||||
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11KNew |
$20.4K - $21.3K
|
11K
$23.3K
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
448K+ 80.43% |
$829K - $869K
|
1.01M
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-53- 0.01% |
$98.1 - $103
|
776K
$1.64M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15K- 43.83% |
$27.8K - $29.1K
|
19.2K
$40.7K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.22KNew |
$4.11K - $4.31K
|
2.22K
$4.71K
|
|
Q1 2023 | |||||||
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.34KClosed |
$4.01K - $4.64K
|
0
$0
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-17.4KClosed |
$29.8K - $34.5K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.15K- 21.84% |
$10.5K - $12.2K
|
22K
$46.6K
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.89K+ 31.74% |
$8.36K - $9.68K
|
20.3K
$43K
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
50KNew |
$85.5K - $99K
|
50K
$106K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.99K- 50.0% |
$6.81K - $7.89K
|
3.99K
$8.45K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5+ 0.02% |
$8.55 - $9.9
|
25.3K
$53.5K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
58.1K+ 50.07% |
$99.4K - $115K
|
174K
$369K
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
13.6KNew |
$23.3K - $26.9K
|
13.6K
$28.9K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
12.3KNew |
$21K - $24.3K
|
12.3K
$26K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
591+ 4.28% |
$999 - $1.2K
|
14.4K
$30.6K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.52KNew |
$2.57K - $3.09K
|
1.52K
$3.22K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.6KNew |
$29.8K - $35.8K
|
17.6K
$37.3K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3K+ 25.0% |
$5.07K - $6.09K
|
15K
$31.8K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14K- 10.3% |
$23.7K - $28.5K
|
122K
$259K
|