Latest Institutional Sells of Credit Suisse Ag (GLDI)
This list provides information on the latest institutional transactions involving Credit Suisse Ag (GLDI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale 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 - $483K
|
3.74K
$561K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-240K- 99.97% |
$1.87M - $2.08M
|
68
$10.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45.1KClosed |
$353K - $391K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-41.3K- 45.97% |
$323K - $358K
|
48.6K
$7.28M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22.6KClosed |
$177K - $196K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.1K- 4.82% |
$87.2K - $96.5K
|
220K
$33M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-7.5K- 10.74% |
$58.7K - $65K
|
62.4K
$9.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.1K- 10.77% |
$55.5K - $61.5K
|
58.9K
$8.82M
|
|
|
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
$1.16M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.31K- 2.96% |
$18K - $20K
|
75.8K
$11.4M
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$108K - $114K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.93K- 40.93% |
$57.4K - $60.4K
|
10K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4K- 63.11% |
$33.1K - $34.8K
|
2.34K
$351K
|
|
|
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
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5KClosed |
$42.5K - $45.9K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2KClosed |
$17K - $18.3K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-843Closed |
$7.17K - $7.73K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28.5KClosed |
$262K - $287K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.7KClosed |
$172K - $189K
|
0
$0
|
|
| Q3 2020 | |||||||
|
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
|
|
| Q1 2019 | |||||||
|
Apr 15, 2019
Q1 2019
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-318KClosed |
$2.66M - $2.81M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4KClosed |
$33.5K - $35.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$84.7K - $89.5K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.68KClosed |
$13.5K - $14.3K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
SELL
|
- |
-12KClosed |
$108K - $111K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 23, 2018
Q4 2017
|
Rothschild Investment Corp
|
SELL
|
- |
-26.1KClosed |
$226K - $240K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.3KClosed |
$185K - $196K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Envestnet Asset Management Inc
|
SELL
|
- |
-174Closed |
$1.58K - $1.61K
|
0
$0
|
|