Purchases and Sales Made in Q2 2022 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2KNew |
$68.7K - $98.3K
|
12.2K
$10.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$66.4K - $95.2K
|
11.8K
$10.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.4KNew |
$64.5K - $92.4K
|
11.4K
$10.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
10.3K+ 62.56% |
$58.3K - $83.5K
|
26.9K
$23.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.2K+ 61.43% |
$57.7K - $82.6K
|
26.9K
$23.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10K+ 2901.16% |
$56.6K - $81.1K
|
10.4K
$9.24K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10K+ 24.88% |
$56.4K - $80.8K
|
50.2K
$44.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6.46K+ 58.79% |
$36.5K - $52.2K
|
17.5K
$15.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.36KNew |
$35.9K - $51.4K
|
6.36K
$5.66K
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.09K+ 6.55% |
$34.3K - $49.2K
|
99.1K
$88.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.19K+ 14.74% |
$29.3K - $41.9K
|
40.4K
$36K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.87KNew |
$27.5K - $39.3K
|
4.87K
$4.33K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.87K+ 15.25% |
$27.4K - $39.3K
|
36.8K
$32.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 12.38% |
$24.6K - $35.2K
|
39.5K
$35.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.97K+ 3.9% |
$22.4K - $32.1K
|
106K
$94.2K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.97KNew |
$22.4K - $32.1K
|
3.97K
$3.53K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.58K+ 26.94% |
$20.2K - $28.9K
|
16.8K
$15K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.27K+ 70.27% |
$18.5K - $26.4K
|
7.93K
$7.06K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.12K+ 6.9% |
$17.6K - $25.2K
|
48.3K
$43K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5KNew |
$14.1K - $20.2K
|
2.5K
$2.23K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.6K+ 232.03% |
$9.03K - $12.9K
|
2.29K
$2.04K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.12KNew |
$6.31K - $9.03K
|
1.12K
$995
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.11KNew |
$6.27K - $8.98K
|
1.11K
$989
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 9.87% |
$6.08K - $8.71K
|
12K
$10.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.02K+ 0.31% |
$5.76K - $8.26K
|
328K
$292K
|
|
|
Aug 02, 2022
Q2 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
1KNew |
$5.64K - $8.08K
|
1K
$890
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
726+ 308.94% |
$4.09K - $5.87K
|
961
$855
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
726New |
$4.09K - $5.87K
|
726
$646
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
679+ 351.81% |
$3.83K - $5.49K
|
872
$776
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
546New |
$3.08K - $4.41K
|
546
$486
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
534+ 0.33% |
$3.01K - $4.31K
|
164K
$146K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
380New |
$2.14K - $3.07K
|
380
$338
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
350+ 2.98% |
$1.97K - $2.83K
|
12.1K
$10.8K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300New |
$1.69K - $2.42K
|
300
$267
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
221New |
$1.25K - $1.79K
|
221
$197
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
199New |
$1.12K - $1.61K
|
199
$177
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 50.0% |
$564 - $808
|
300
$267
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
77+ 1.36% |
$434 - $622
|
5.76K
$5.12K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
76New |
$429 - $614
|
76
$67.6
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 24.57% |
$243 - $347
|
218
$194
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19New |
$107 - $154
|
19
$16.9
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 1.17% |
$33.8 - $48.5
|
521
$464
|
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 16.25% |
$147 - $210
|
134
$119
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-55Closed |
$310 - $444
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-63- 49.22% |
$355 - $509
|
65
$57.9
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-67Closed |
$378 - $541
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-111Closed |
$626 - $897
|
0
$0
|