Latest Institutional Transactions on Credit Suisse Ag (GLDI)
This table provides information on the latest institutional transactions involving Credit Suisse Ag (GLDI) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-61.8K- 94.29% |
$437K - $8.83M
|
3.74K
$579K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22.6KClosed |
$177K - $196K
|
0
$0
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.31K- 2.96% |
$18K - $20K
|
75.8K
$11.7M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-240K- 99.97% |
$1.87M - $2.08M
|
68
$10.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45.1KClosed |
$353K - $391K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
356K+ 573.68% |
$2.79M - $3.09M
|
419K
$64.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
871New |
$6.81K - $7.54K
|
871
$135K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.1KNew |
$509K - $564K
|
65.1K
$10.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
201K+ 405.31% |
$1.57M - $1.74M
|
251K
$38.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$93.3K - $103K
|
11.9K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1KNew |
$86.8K - $96.1K
|
11.1K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.2K+ 14.31% |
$252K - $279K
|
257K
$39.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
31.8K+ 64.52% |
$249K - $276K
|
81.2K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 13.51% |
$438K - $485K
|
471K
$72.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.6KNew |
$90.7K - $100K
|
11.6K
$1.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.5K+ 11.98% |
$192K - $212K
|
229K
$35.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
35.5K+ 25.11% |
$278K - $308K
|
177K
$27.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
100KNew |
$785K - $869K
|
100K
$15.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.65K+ 8.73% |
$59.8K - $66.2K
|
95.2K
$14.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
89.2K+ 7.8% |
$697K - $772K
|
1.23M
$191M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-7.5K- 10.74% |
$58.7K - $65K
|
62.4K
$9.65M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.6K+ 10.8% |
$145K - $161K
|
191K
$29.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
41.5KNew |
$324K - $359K
|
41.5K
$6.42M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 4166.67% |
$1.96K - $2.17K
|
256
$39.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.1K- 10.77% |
$55.5K - $61.5K
|
58.9K
$9.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.1K- 4.82% |
$87.2K - $96.5K
|
220K
$34.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.02KClosed |
$31.5K - $34.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 27.02% |
$22.5K - $24.9K
|
7.77K
$1.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-41.3K- 45.97% |
$323K - $358K
|
48.6K
$7.52M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.93K- 40.93% |
$57.4K - $60.4K
|
10K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4K- 63.11% |
$33.1K - $34.8K
|
2.34K
$362K
|
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
BUY
|
- |
14KNew |
$116K - $122K
|
14K
$2.16M
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$108K - $114K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.86KClosed |
$23.7K - $24.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.5KClosed |
$161K - $169K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10.8KNew |
$89.8K - $94.3K
|
10.8K
$1.68M
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 166.67% |
$20.5K - $22K
|
4K
$619K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6New |
$49.1 - $52.7
|
6
$929
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-843Closed |
$7.17K - $7.73K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2KClosed |
$17K - $18.3K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5KClosed |
$42.5K - $45.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.7KClosed |
$172K - $189K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.5KClosed |
$262K - $287K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
58.6KNew |
$566K - $611K
|
58.6K
$9.07M
|
|
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24.3KClosed |
$235K - $254K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15.8KClosed |
$153K - $165K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
428New |
$4.13K - $4.46K
|
428
$66.3K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
220New |
$1.98K - $2.26K
|
220
$34.1K
|
|