Purchases and Sales Made in Q4 2021 in Credit Suisse Ag (GLDI)
This table provides information about the institutional ownership of Credit Suisse Ag (GLDI) during Q4 2021. 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 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
505K+ 206.03% |
$4.18M - $4.39M
|
750K
$114M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
236KNew |
$1.95M - $2.05M
|
236K
$36M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
218KNew |
$1.8M - $1.9M
|
218K
$33.2M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.9K+ 43.57% |
$720K - $756K
|
286K
$43.7M
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
61.4KNew |
$508K - $534K
|
61.4K
$9.36M
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
49.6KNew |
$411K - $432K
|
49.6K
$7.57M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
45.1KNew |
$373K - $392K
|
45.1K
$6.88M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.7K+ 160.57% |
$370K - $389K
|
72.6K
$11.1M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.7K+ 160.57% |
$370K - $389K
|
72.6K
$11.1M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.3KNew |
$317K - $333K
|
38.3K
$5.84M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36K+ 25.39% |
$298K - $313K
|
178K
$27.1M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.6KNew |
$187K - $197K
|
22.6K
$3.45M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.1K+ 69.6% |
$125K - $132K
|
36.9K
$5.63M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
11.1K+ 9.6% |
$92.1K - $96.8K
|
127K
$19.4M
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
10.8KNew |
$89.8K - $94.3K
|
10.8K
$1.65M
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.93KNew |
$57.4K - $60.3K
|
6.93K
$1.06M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.93K+ 69.3% |
$57.4K - $60.3K
|
16.9K
$2.58M
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.8K+ 10.43% |
$39.7K - $41.8K
|
50.8K
$7.75M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.75K+ 1.99% |
$39.4K - $41.4K
|
244K
$37.2M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.92K+ 161.55% |
$32.4K - $34.1K
|
6.34K
$967K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.86KNew |
$23.7K - $24.9K
|
2.86K
$436K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.5K+ 2.28% |
$12.4K - $13K
|
67.3K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
372New |
$3.08K - $3.24K
|
372
$56.7K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-1.82K- 1.47% |
$15.1K - $15.8K
|
122K
$18.6M
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.31K- 4.92% |
$35.7K - $37.5K
|
83.3K
$12.7M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.5KClosed |
$161K - $169K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-24.5K- 30.9% |
$203K - $214K
|
54.9K
$8.37M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-27.7K- 94.79% |
$229K - $241K
|
1.52K
$232K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-31.6K- 34.19% |
$262K - $275K
|
60.9K
$9.29M
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-55.1K- 80.79% |
$456K - $479K
|
13.1K
$2M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-113KClosed |
$933K - $980K
|
0
$0
|