Purchases and Sales Made in Q1 2023 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q1 2023. The information is specifically focused on institutions that hold shares of CREDIT SUISSE GROUP AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
37.9KNew |
$32.2K - $139K
|
37.9K
$33.7K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
37.8K+ 90.45% |
$32.1K - $139K
|
79.5K
$70.7K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.6K+ 20.79% |
$31.1K - $135K
|
213K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
34.8KNew |
$29.6K - $128K
|
34.8K
$31K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.5K+ 196.72% |
$29.3K - $127K
|
52K
$46.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34KNew |
$28.9K - $125K
|
34K
$30.3K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.7KNew |
$28.7K - $124K
|
33.7K
$30K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
32.5KNew |
$27.6K - $120K
|
32.5K
$28.9K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.3KNew |
$25.7K - $111K
|
30.3K
$26.9K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
29.9K+ 5.02% |
$25.4K - $110K
|
625K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.1KNew |
$24.7K - $107K
|
29.1K
$25.9K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
27.8K+ 95.67% |
$23.6K - $102K
|
56.9K
$50.6K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.3K+ 29.38% |
$22.4K - $96.9K
|
116K
$103K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.6KNew |
$21.8K - $94.4K
|
25.6K
$22.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
25KNew |
$21.3K - $92K
|
25K
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
22.4KNew |
$19K - $82.3K
|
22.4K
$19.9K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
22.2K+ 50.17% |
$18.9K - $81.8K
|
66.5K
$59.2K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20K+ 89.23% |
$17K - $73.6K
|
42.4K
$37.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
20KNew |
$17K - $73.6K
|
20K
$17.8K
|
|
|
May 15, 2023
Q1 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
20KNew |
$17K - $73.6K
|
20K
$17.8K
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20KNew |
$17K - $73.6K
|
20K
$17.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
19.3KNew |
$16.4K - $71K
|
19.3K
$17.2K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
18.5KNew |
$15.8K - $68.2K
|
18.5K
$16.5K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
18.5KNew |
$15.7K - $68.1K
|
18.5K
$16.5K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16.2KNew |
$13.8K - $59.7K
|
16.2K
$14.4K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.1K+ 308.73% |
$12K - $52K
|
18.7K
$16.7K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13.9KNew |
$11.8K - $51K
|
13.9K
$12.3K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
12.7KNew |
$10.8K - $46.8K
|
12.7K
$11.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
12.6KNew |
$10.7K - $46.2K
|
12.6K
$11.2K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.4KNew |
$10.6K - $45.8K
|
12.4K
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
12.2KNew |
$10.4K - $45K
|
12.2K
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1K+ 1373.86% |
$10.3K - $44.5K
|
13K
$11.5K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.6KNew |
$9.83K - $42.6K
|
11.6K
$10.3K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.5KNew |
$9.78K - $42.3K
|
11.5K
$10.2K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$9.25K - $40K
|
10.9K
$9.68K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
10.5K+ 46.67% |
$8.93K - $38.6K
|
33K
$29.4K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.3KNew |
$8.77K - $38K
|
10.3K
$9.19K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$8.72K - $37.7K
|
10.3K
$9.13K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10.1KNew |
$8.59K - $37.2K
|
10.1K
$9K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$8.5K - $36.8K
|
10K
$8.9K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
10KNew |
$8.5K - $36.8K
|
10K
$8.9K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10K+ 33.33% |
$8.5K - $36.8K
|
40K
$35.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
10KNew |
$8.5K - $36.8K
|
10K
$8.9K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.57K+ 243.16% |
$8.13K - $35.2K
|
13.5K
$12K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9.16KNew |
$7.79K - $33.7K
|
9.16K
$8.15K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.14KNew |
$6.92K - $30K
|
8.14K
$7.25K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.63K+ 22.59% |
$6.48K - $28.1K
|
41.4K
$36.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.12K+ 424.12% |
$6.05K - $26.2K
|
8.8K
$7.83K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7KNew |
$5.95K - $25.8K
|
7K
$6.23K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
6.9K+ 309.69% |
$5.87K - $25.4K
|
9.13K
$8.12K
|