Latest Institutional Transactions on Credit Suisse Ag (USOI)
This table provides information on the latest institutional transactions involving Credit Suisse Ag (USOI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-20KClosed |
$81.4K - $1.67M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.3K+ 3.05% |
$142K - $166K
|
957K
$61.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250+ 62.5% |
$1.26K - $1.47K
|
650
$41.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
207New |
$1.04K - $1.22K
|
207
$13.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
56.8K+ 8.16% |
$285K - $334K
|
753K
$48.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.2KClosed |
$81.3K - $95.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.55K+ 32.25% |
$22.9K - $26.7K
|
18.7K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
19.6KNew |
$98.4K - $115K
|
19.6K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10.2KClosed |
$51.2K - $59.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$10 - $11.7
|
2
$128
|
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.57K+ 15.3% |
$7.88K - $9.22K
|
11.8K
$758K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
5.74KNew |
$28.8K - $33.7K
|
5.74K
$368K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.5K+ 20.01% |
$87.8K - $103K
|
105K
$6.72M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.1KNew |
$85.8K - $100K
|
17.1K
$1.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
83.7KNew |
$420K - $491K
|
83.7K
$5.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.2KNew |
$56.1K - $65.6K
|
11.2K
$716K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-77- 0.51% |
$387 - $452
|
14.9K
$958K
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
51.6K+ 7.8% |
$259K - $303K
|
713K
$45.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 15.67% |
$59K - $69K
|
86.8K
$5.56M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
191+ 19.45% |
$959 - $1.12K
|
1.17K
$75.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12KNew |
$60.2K - $70.4K
|
12K
$769K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159+ 0.91% |
$798 - $933
|
17.7K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
227New |
$1.14K - $1.33K
|
227
$14.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.7KClosed |
$86K - $96.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.57KClosed |
$13.2K - $14.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-31.1KClosed |
$160K - $179K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15KNew |
$76.9K - $86.4K
|
15K
$960K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
617New |
$3.17K - $3.56K
|
617
$39.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.4KClosed |
$99.2K - $121K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100Closed |
$464 - $567
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
300New |
$1.39K - $1.7K
|
300
$19.2K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$2.33K - $2.66K
|
500
$32K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60K- 30.11% |
$250K - $291K
|
139K
$8.93M
|
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27.5KClosed |
$114K - $133K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Tredje Ap Fonden
|
SELL
|
- |
-22.6KClosed |
$614K - $680K
|
0
$0
|
|