Purchases and Sales Made in Q4 2023 in Credit Suisse High Yield Bond Fund (DHY)
This table provides information about the institutional ownership of Credit Suisse High Yield Bond Fund (DHY) during Q4 2023. The information is specifically focused on institutions that hold shares of CREDIT SUISSE HIGH YIELD BOND FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.86M+ 32.13% |
$3.31M - $3.7M
|
7.64M
$16.7M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
96K+ 110.36% |
$171K - $191K
|
183K
$399K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
43.6KNew |
$77.7K - $86.8K
|
43.6K
$95.1K
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.5K+ 2.84% |
$59.6K - $66.6K
|
1.21M
$2.64M
|
|
Feb 13, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
22KNew |
$39.2K - $43.8K
|
22K
$48K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 4.27% |
$38K - $42.5K
|
522K
$1.14M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21.1K+ 4.47% |
$37.6K - $42.1K
|
494K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.8K+ 198.24% |
$28.1K - $31.5K
|
23.8K
$51.9K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.7KNew |
$20.8K - $23.2K
|
11.7K
$25.4K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.88K+ 28.0% |
$10.5K - $11.7K
|
26.9K
$58.6K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.36K+ 9.8% |
$7.77K - $8.68K
|
48.9K
$107K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.4K+ 13.22% |
$6.04K - $6.76K
|
29.1K
$63.4K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 10.01% |
$4.1K - $4.59K
|
25.3K
$55.2K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$1.81K - $2.02K
|
1.02K
$2.21K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
319+ 2.2% |
$568 - $635
|
14.8K
$32.4K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
259+ 2.48% |
$461 - $515
|
10.7K
$23.3K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
241+ 0.28% |
$429 - $480
|
86.5K
$188K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
71+ 0.7% |
$126 - $141
|
10.2K
$22.3K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-345- 0.7% |
$614 - $687
|
48.9K
$107K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-499- 0.26% |
$888 - $993
|
190K
$415K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-700- 5.61% |
$1.25K - $1.39K
|
11.8K
$25.7K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.42K- 4.2% |
$2.53K - $2.83K
|
32.5K
$70.8K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.61K- 19.58% |
$4.65K - $5.2K
|
10.7K
$23.4K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4K- 3.76% |
$7.12K - $7.96K
|
103K
$223K
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.38K- 5.01% |
$7.8K - $8.72K
|
83.1K
$181K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.63K- 6.52% |
$13.6K - $15.2K
|
109K
$238K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.48K- 7.43% |
$15.1K - $16.9K
|
106K
$230K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 6.12% |
$18.4K - $20.6K
|
159K
$346K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11.1K- 5.87% |
$19.7K - $22.1K
|
178K
$387K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.9K- 11.19% |
$22.9K - $25.6K
|
102K
$222K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14.4K- 51.43% |
$25.7K - $28.7K
|
13.6K
$29.7K
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-17K- 0.44% |
$30.3K - $33.8K
|
3.83M
$8.35M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23.7K- 21.62% |
$42.1K - $47.1K
|
85.8K
$187K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25K- 3.03% |
$44.5K - $49.8K
|
800K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35K- 16.21% |
$62.3K - $69.7K
|
181K
$394K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.5K- 47.72% |
$89.9K - $101K
|
55.3K
$121K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-862K- 93.97% |
$1.53M - $1.72M
|
55.3K
$121K
|