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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.24K+ 1.85% |
$2.1K - $2.52K
|
68.3K
$145K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
25.4KNew |
$42.9K - $51.5K
|
25.4K
$53.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-36.4K- 50.98% |
$61.5K - $73.9K
|
35K
$74.2K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23.5K- 28.13% |
$41.3K - $48.1K
|
59.9K
$127K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40.6K- 40.77% |
$71.5K - $83.2K
|
59K
$125K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.1K+ 5.03% |
$3.69K - $4.3K
|
43.8K
$92.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-262K- 62.84% |
$462K - $538K
|
155K
$329K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
3.97K+ 428.65% |
$6.98K - $8.13K
|
4.89K
$10.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
828+ 2.45% |
$1.46K - $1.7K
|
34.7K
$73.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.3KNew |
$26.9K - $31.4K
|
15.3K
$32.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-56.8KClosed |
$105K - $124K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$19.9K - $23.5K
|
10.8K
$22.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-160KClosed |
$297K - $350K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.6K- 78.79% |
$82.5K - $97.2K
|
12K
$25.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
22.7KNew |
$42K - $49.5K
|
22.7K
$48.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-17.4KClosed |
$32.3K - $38K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10KClosed |
$18.5K - $21.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15KClosed |
$27.7K - $32.6K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15KClosed |
$27.8K - $32.7K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$1.85K - $2.18K
|
1K
$2.12K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21.4K- 95.18% |
$39.6K - $46.7K
|
1.08K
$2.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
20KNew |
$37K - $43.6K
|
20K
$42.4K
|
|
| Q1 2022 | |||||||
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.53KClosed |
$5.29K - $6.3K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18KClosed |
$37.6K - $44.8K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.8KClosed |
$33K - $39.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-100KClosed |
$209K - $249K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.7KClosed |
$32.8K - $39K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-15KClosed |
$31.3K - $37.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-10.1KClosed |
$24.1K - $25.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4KClosed |
$9.52K - $10.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-6.97KClosed |
$16.6K - $17.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.7KNew |
$63.5K - $67.8K
|
26.7K
$56.6K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$26.7K - $28.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.3KClosed |
$17.4K - $18.7K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.57KClosed |
$3.75K - $4.01K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-600Closed |
$1.43K - $1.54K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-48.7KClosed |
$116K - $125K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.7KClosed |
$28.5K - $30.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$4.5K - $4.84K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15KClosed |
$33.8K - $36.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-27.7KClosed |
$62.3K - $67K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
60KNew |
$124K - $144K
|
60K
$127K
|
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.08KClosed |
$2.24K - $2.59K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15KClosed |
$31K - $35.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50KClosed |
$103K - $120K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-155KClosed |
$307K - $338K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.6KClosed |
$19K - $20.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-135KClosed |
$268K - $295K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-266Closed |
$527 - $580
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-900Closed |
$1.78K - $1.96K
|
0
$0
|
|