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 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
94New |
$882 - $1.24K
|
94
$83.7
|
|
Feb 08, 2021
Q4 2020
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
83+ 0.55% |
$779 - $1.1K
|
15.3K
$13.6K
|
|
Mar 09, 2021
Q4 2020
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
72New |
$675 - $950
|
72
$64.1
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
65+ 4.01% |
$610 - $858
|
1.69K
$1.5K
|
|
Feb 12, 2021
Q4 2020
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
64New |
$600 - $845
|
64
$57
|
|
Feb 12, 2021
Q4 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
63+ 0.01% |
$591 - $832
|
979K
$871K
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
BUY
|
- |
58+ 9.03% |
$544 - $766
|
700
$623
|
|
Feb 12, 2021
Q4 2020
|
Axa S.A.
Paris, I0 |
BUY
|
- |
51+ 1.9% |
$478 - $673
|
2.73K
$2.43K
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
BUY
|
- |
23+ 10.09% |
$216 - $304
|
251
$223
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
20New |
$188 - $264
|
20
$17.8
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
19New |
$178 - $251
|
19
$16.9
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.6% |
$28.1 - $39.6
|
507
$451
|
|
Jan 10, 2025
Q4 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$9.38 - $13.2
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7- 0.68% |
$65.7 - $92.4
|
1.02K
$910
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 0.45% |
$169 - $238
|
4K
$3.56K
|
|
Feb 12, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-41- 0.18% |
$385 - $541
|
23.4K
$20.8K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-48Closed |
$450 - $634
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-57- 0.33% |
$535 - $752
|
17.4K
$15.5K
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-64Closed |
$600 - $845
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-88Closed |
$825 - $1.16K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-100- 10.5% |
$938 - $1.32K
|
852
$758
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-199- 70.82% |
$1.87K - $2.63K
|
82
$73
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-249- 83.0% |
$2.34K - $3.29K
|
51
$45.4
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
SELL
|
- |
-307- 2.83% |
$2.88K - $4.05K
|
10.6K
$9.4K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-325Closed |
$3.05K - $4.29K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-415- 3.31% |
$3.89K - $5.48K
|
12.1K
$10.8K
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-420- 2.79% |
$3.94K - $5.54K
|
14.6K
$13K
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-500- 15.4% |
$4.69K - $6.6K
|
2.75K
$2.44K
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-563- 31.23% |
$5.28K - $7.43K
|
1.24K
$1.1K
|
|
Mar 05, 2021
Q4 2020
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-600- 0.28% |
$5.63K - $7.92K
|
213K
$190K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-957- 1.83% |
$8.98K - $12.6K
|
51.2K
$45.6K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-962Closed |
$9.02K - $12.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.09K- 3.68% |
$10.2K - $14.3K
|
28.4K
$25.3K
|
|
Jan 27, 2021
Q4 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-1.15K- 1.95% |
$10.8K - $15.2K
|
57.7K
$51.4K
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2KClosed |
$18.8K - $26.4K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.07K- 63.86% |
$19.4K - $27.4K
|
1.17K
$1.04K
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.01K- 10.97% |
$28.3K - $39.8K
|
24.4K
$21.7K
|
|
Feb 11, 2021
Q4 2020
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.3K- 6.97% |
$31K - $43.6K
|
44K
$39.2K
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4K- 81.72% |
$37.5K - $52.8K
|
895
$797
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.26K- 84.36% |
$39.9K - $56.2K
|
789
$702
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-4.6KClosed |
$43.1K - $60.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.42K- 15.85% |
$60.2K - $84.7K
|
34.1K
$30.3K
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.45K- 32.27% |
$69.9K - $98.4K
|
15.6K
$13.9K
|
|
Feb 16, 2021
Q4 2020
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-10.2KClosed |
$95.2K - $134K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-10.7K- 28.46% |
$101K - $141K
|
26.9K
$24K
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.9KClosed |
$140K - $197K
|
0
$0
|