Purchases and Sales Made in Q4 2020 in Credit Suisse Group Ag (CS)
This table provides information about the institutional ownership of Credit Suisse Group Ag (CS) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 24.24% |
$128K - $181K
|
70.1K
$62.4K
|
|
Feb 05, 2021
Q4 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.1KNew |
$113K - $159K
|
12.1K
$10.7K
|
|
Feb 16, 2021
Q4 2020
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$105K - $148K
|
11.2K
$9.97K
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.7K+ 141.33% |
$91K - $128K
|
16.6K
$14.7K
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.68KNew |
$90.8K - $128K
|
9.68K
$8.62K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.51K+ 17.86% |
$89.2K - $125K
|
62.7K
$55.8K
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.29K+ 18.12% |
$87.2K - $123K
|
60.6K
$53.9K
|
|
Jan 19, 2021
Q4 2020
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.81K+ 27.87% |
$73.3K - $103K
|
35.8K
$31.9K
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.64K+ 10.56% |
$71.7K - $101K
|
80K
$71.2K
|
|
Feb 11, 2021
Q4 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.03K+ 22.8% |
$65.9K - $92.7K
|
37.8K
$33.7K
|
|
Feb 16, 2021
Q4 2020
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
6.84KNew |
$64.2K - $90.3K
|
6.84K
$6.09K
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
BUY
|
- |
5.9K+ 4.25% |
$55.3K - $77.8K
|
145K
$129K
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.63K+ 42.03% |
$52.8K - $74.4K
|
19K
$16.9K
|
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.54K+ 1.29% |
$52K - $73.2K
|
435K
$387K
|
|
Jan 21, 2021
Q4 2020
|
Highland Capital Management, LLC
|
BUY
|
- |
5.06K+ 3.65% |
$47.4K - $66.7K
|
144K
$128K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.87K+ 8.28% |
$45.6K - $64.2K
|
63.7K
$56.7K
|
|
Jan 14, 2021
Q4 2020
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.51K+ 2.63% |
$42.3K - $59.6K
|
176K
$157K
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.43KNew |
$41.5K - $58.4K
|
4.43K
$3.94K
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
4.12K+ 26.52% |
$38.6K - $54.3K
|
19.6K
$17.5K
|
|
Feb 11, 2021
Q4 2020
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$33K - $46.4K
|
3.51K
$3.13K
|
|
Jan 27, 2021
Q4 2020
|
Henry James International Management Inc.
|
BUY
|
- |
3.28K+ 4.07% |
$30.8K - $43.3K
|
83.8K
$74.6K
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.2KNew |
$30K - $42.2K
|
3.2K
$2.85K
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 25.22% |
$25.9K - $36.4K
|
13.7K
$12.2K
|
|
Feb 17, 2021
Q4 2020
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.28K+ 13.62% |
$21.3K - $30K
|
19K
$16.9K
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.11K+ 3.29% |
$19.8K - $27.8K
|
66.1K
$58.8K
|
|
Feb 01, 2021
Q4 2020
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$12.7K - $17.8K
|
1.35K
$1.2K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.18KNew |
$11K - $15.5K
|
1.18K
$1.05K
|
|
Feb 10, 2021
Q4 2020
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.07K+ 10.44% |
$10K - $14.1K
|
11.3K
$10.1K
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 4.33% |
$9.65K - $13.6K
|
24.8K
$22.1K
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$9.38K - $13.2K
|
1K
$890
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
992New |
$9.3K - $13.1K
|
992
$883
|
|
Feb 12, 2021
Q4 2020
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
950+ 0.46% |
$8.91K - $12.5K
|
206K
$183K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
923+ 552.69% |
$8.66K - $12.2K
|
1.09K
$970
|
|
Jan 29, 2021
Q4 2020
|
Caprock Group, Inc.
|
BUY
|
- |
810+ 8.08% |
$7.6K - $10.7K
|
10.8K
$9.64K
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
597New |
$5.6K - $7.88K
|
597
$531
|
|
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
544+ 94.44% |
$5.1K - $7.18K
|
1.12K
$997
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
402New |
$3.77K - $5.31K
|
402
$358
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
379+ 82.39% |
$3.56K - $5K
|
839
$747
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
336+ 38.75% |
$3.15K - $4.44K
|
1.2K
$1.07K
|
|
Feb 12, 2021
Q4 2020
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
333+ 1.83% |
$3.12K - $4.4K
|
18.5K
$16.5K
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
249+ 488.24% |
$2.34K - $3.29K
|
300
$267
|
|
Feb 12, 2021
Q4 2020
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
245New |
$2.3K - $3.23K
|
245
$218
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
220+ 4.33% |
$2.06K - $2.9K
|
5.3K
$4.72K
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
190New |
$1.78K - $2.51K
|
190
$169
|
|
Jan 18, 2022
Q4 2020
|
Copeland Capital Management, LLC
|
BUY
|
- |
181New |
$1.7K - $2.39K
|
181
$161
|
|
Feb 01, 2021
Q4 2020
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
150New |
$1.41K - $1.98K
|
150
$134
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
145+ 0.55% |
$1.36K - $1.91K
|
26.3K
$23.4K
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
111New |
$1.04K - $1.47K
|
111
$98.8
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
109New |
$1.02K - $1.44K
|
109
$97
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$938 - $1.32K
|
100
$89
|