Latest Institutional Transactions on Credit Suisse Ag (SLVO)
This table provides information on the latest institutional transactions involving Credit Suisse Ag (SLVO) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.29K - $3.86K
|
50
$3.73K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25KNew |
$92K - $113K
|
1.25K
$93.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
50New |
$3.68K - $4.52K
|
50
$3.73K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
110New |
$8.15K - $9.9K
|
110
$8.21K
|
|
| Q3 2022 | |||||||
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13Closed |
$47.2 - $1K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-425Closed |
$1.54K - $32.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-666- 95.14% |
$2.42K - $51.3K
|
34
$2.54K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-425- 95.08% |
$1.54K - $32.7K
|
22
$1.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-665- 6.4% |
$2.41K - $51.2K
|
9.72K
$725K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.19K- 94.93% |
$7.95K - $169K
|
117
$8.73K
|
|
| Q2 2022 | |||||||
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.9KNew |
$45.2K - $58.6K
|
10.9K
$810K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
582K+ 4971.98% |
$2.42M - $3.14M
|
594K
$44.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250New |
$1.04K - $1.35K
|
250
$18.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.71KClosed |
$7.12K - $9.22K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.1K- 18.92% |
$75.1K - $97.3K
|
77.4K
$5.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.1KNew |
$217K - $281K
|
52.1K
$3.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11K+ 84.4% |
$45.8K - $59.3K
|
24K
$1.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.62K- 6.99% |
$15.1K - $19.5K
|
48.1K
$3.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-300- 2.56% |
$1.25K - $1.62K
|
11.4K
$850K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$43.5K - $56.3K
|
10.5K
$780K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-151KClosed |
$626K - $811K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.67K+ 7.7% |
$19.4K - $25.2K
|
65.4K
$4.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
519New |
$2.16K - $2.8K
|
519
$38.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-444K- 96.82% |
$1.85M - $2.39M
|
14.6K
$1.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.07K+ 10.16% |
$25.2K - $32.7K
|
65.8K
$4.91M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.75K- 13.29% |
$23.9K - $31K
|
37.5K
$2.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.4K- 10.75% |
$34.9K - $45.3K
|
69.7K
$5.2M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
59+ 5.34% |
$245 - $318
|
1.16K
$86.8K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.6KNew |
$116K - $127K
|
23.6K
$1.76M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
763New |
$3.74K - $4.1K
|
763
$56.9K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$4.9 - $5.37
|
4.46K
$333K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
47.7KNew |
$234K - $256K
|
47.7K
$3.56M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.3KClosed |
$119K - $130K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-402KClosed |
$1.97M - $2.16M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2.02KClosed |
$9.88K - $10.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-553Closed |
$2.7K - $3.07K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-15KClosed |
$73.4K - $83.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-5.86KClosed |
$28.7K - $32.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-16.9KClosed |
$82.7K - $94K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-500- 50.0% |
$2.46K - $3.07K
|
500
$37.3K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-720KClosed |
$3.54M - $4.42M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$19.7K - $24.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-335Closed |
$1.65K - $2.06K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-27.6KClosed |
$136K - $169K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-19.5KClosed |
$95.7K - $119K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-910Closed |
$5.44K - $5.98K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.4KNew |
$91.8K - $106K
|
15.4K
$1.15M
|
|
| Q3 2020 | |||||||
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15.7KClosed |
$94.9K - $116K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-900Closed |
$5.45K - $6.66K
|
0
$0
|
|