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 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.48K+ 45.46% |
$5.51K - $23.9K
|
20.7K
$18.5K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.2K+ 16.21% |
$5.27K - $22.8K
|
44.4K
$39.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.17K+ 78.87% |
$5.24K - $22.7K
|
14K
$12.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.15KNew |
$4.38K - $19K
|
5.15K
$4.58K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5K+ 959.69% |
$4.25K - $18.4K
|
5.52K
$4.91K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
BUY
|
- |
5K+ 28.57% |
$4.25K - $18.4K
|
22.5K
$20K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.53K+ 963.83% |
$3.85K - $16.7K
|
5K
$4.45K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.11K+ 61.93% |
$2.65K - $11.5K
|
8.14K
$7.25K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
3.01KNew |
$2.56K - $11.1K
|
3.01K
$2.68K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
2.73KNew |
$2.32K - $10K
|
2.73K
$2.43K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$2.13K - $9.2K
|
2.5K
$2.23K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.46K+ 15.68% |
$2.09K - $9.03K
|
18.1K
$16.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1KNew |
$850 - $3.68K
|
1K
$890
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
615New |
$523 - $2.26K
|
615
$547
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
579New |
$492 - $2.13K
|
579
$515
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
516+ 2.79% |
$439 - $1.9K
|
19K
$16.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
500New |
$425 - $1.84K
|
500
$445
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 55.56% |
$425 - $1.84K
|
1.4K
$1.25K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
423+ 100.95% |
$360 - $1.56K
|
842
$749
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
400New |
$340 - $1.47K
|
400
$356
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
279+ 111.6% |
$237 - $1.03K
|
529
$471
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
255New |
$217 - $938
|
255
$227
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
250New |
$213 - $920
|
250
$223
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
228+ 40.28% |
$194 - $839
|
794
$707
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
222+ 1.98% |
$189 - $817
|
11.4K
$10.2K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
164+ 58.78% |
$139 - $604
|
443
$394
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51New |
$43.4 - $188
|
51
$45.4
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32Closed |
$27.2 - $118
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-120- 0.94% |
$102 - $442
|
12.6K
$11.2K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-161- 8.24% |
$137 - $592
|
1.79K
$1.6K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 2.0% |
$213 - $920
|
12.2K
$10.9K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-307- 3.07% |
$261 - $1.13K
|
9.69K
$8.62K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-500- 81.04% |
$425 - $1.84K
|
117
$104
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-500- 1.96% |
$425 - $1.84K
|
25K
$22.3K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-610- 0.4% |
$519 - $2.24K
|
153K
$136K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-804- 12.87% |
$683 - $2.96K
|
5.44K
$4.84K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-903- 52.23% |
$768 - $3.32K
|
826
$735
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.54K- 26.02% |
$1.3K - $5.65K
|
4.36K
$3.88K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2K- 5.35% |
$1.7K - $7.36K
|
35.4K
$31.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.35K- 77.38% |
$2K - $8.65K
|
687
$611
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.16K- 12.18% |
$2.68K - $11.6K
|
22.8K
$20.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.21K- 13.37% |
$3.58K - $15.5K
|
27.3K
$24.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.31K- 30.99% |
$7.07K - $30.6K
|
18.5K
$16.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8.72K- 35.77% |
$7.42K - $32.1K
|
15.7K
$13.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.57K- 46.87% |
$8.13K - $35.2K
|
10.8K
$9.65K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.6K- 15.69% |
$9.84K - $42.6K
|
62.2K
$55.4K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-17.5K- 32.07% |
$14.9K - $64.5K
|
37.1K
$33K
|