Purchases and Sales Made in Q4 2020 in Credit Suisse Ag (GLDI)
This table provides information about the institutional ownership of Credit Suisse Ag (GLDI) during Q4 2020. The information is specifically focused on institutions that hold shares of CREDIT SUISSE AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Cavalier Investments, LLC
|
BUY
|
- |
255KNew |
$2.34M - $2.57M
|
255K
$38.9M
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
135KNew |
$1.24M - $1.36M
|
135K
$20.6M
|
|
|
Feb 02, 2021
Q4 2020
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
60.5KNew |
$556K - $610K
|
60.5K
$9.23M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
28K+ 48.65% |
$257K - $282K
|
85.5K
$13M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
BUY
|
- |
9.2K+ 35.52% |
$84.5K - $92.7K
|
35.1K
$5.35M
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.22K+ 14.32% |
$48K - $52.7K
|
41.7K
$6.36M
|
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5KNew |
$46K - $50.4K
|
5K
$763K
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
4.27KNew |
$39.3K - $43.1K
|
4.27K
$652K
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.49K+ 18.03% |
$32.1K - $35.2K
|
22.9K
$3.48M
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.5K+ 33.33% |
$23K - $25.2K
|
10K
$1.53M
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 2.85% |
$22.9K - $25.1K
|
90K
$13.7M
|
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$13.8K - $15.1K
|
1.5K
$229K
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85+ 3.63% |
$781 - $857
|
2.42K
$370K
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49New |
$450 - $494
|
49
$7.47K
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$55.1 - $60.5
|
6
$915
|
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-226- 0.48% |
$2.08K - $2.28K
|
46.8K
$7.14M
|
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.37K- 4.31% |
$49.4K - $54.1K
|
119K
$18.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.6K- 27.7% |
$116K - $127K
|
32.9K
$5.02M
|
|
|
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
|