Credit Suisse AG
GLDI- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 33 institutions reported holding it in 13F filings for Q2 2026, worth $20.4M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Credit Suisse AG as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- +1 vs. Q2 2021
- Shares held
- 2.12M
- +292.0K (+16.0%) vs. Q2 2021
- Total value
- $17.8M
- +$2.10M (+13.4%) vs. Q2 2021
- New holders
- 4
- 7 more added
- Sold out
- 3
- 7 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $20.4M |
| Q1 2026 | 35 | $49.2M |
| Q4 2025 | 31 | $21.2M |
| Q3 2025 | 26 | $17.5M |
| Q2 2025 | 19 | $12.0M |
| Q1 2025 | 19 | $12.1M |
| Q4 2024 | 24 | $10.9M |
| Q3 2024 | 19 | $9.03M |
| Q2 2024 | 17 | $8.92M |
| Q1 2024 | 19 | $11.2M |
| Q4 2023 | 21 | $13.8M |
| Q3 2023 | 20 | $10.7M |
| Q2 2023 | 20 | $13.1M |
| Q1 2023 | 24 | $20.6M |
| Q4 2022 | 24 | $32.7M |
| Q3 2022 | 25 | $24.8M |
| Q2 2022 | 38 | $36.0M |
| Q1 2022 | 31 | $32.1M |
| Q4 2021 | 33 | $26.5M |
| Q3 2021 | 25 | $17.8M |
| Q2 2021 | 25 | $15.9M |
| Q1 2021 | 26 | $13.8M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | 245,000 | $2.05M | 0.65% | +45,000+22.5% | Added |
| Royal Bank of Canada | 239,006 | $2.00M | 0.00% | −22,034−8.4% | Reduced |
| American Portfolios Advisors | 220,356 | $1.84M | 0.07% | +34,051+18.3% | Added |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 199,551 | $1.67M | 0.00% | +52,032+35.3% | Added |
| Janney Montgomery Scott LLC | 141,895 | $1.18M | 0.01% | −3,232−2.2% | Reduced |
| Rockland Trust Co | 123,831 | $1.03M | 0.07% | +123,831 | New |
| UBS Group AG | 115,914 | $968.0K | 0.00% | +6,130+5.6% | Added |
| Wedbush Securities Inc | 112,635 | $940.0K | 0.04% | +650+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 92,522 | $772.1K | 0.01% | −18,368−16.6% | Reduced |
| Vanguard Capital Wealth Advisors | 87,660 | $732.0K | 0.49% | +87,660 | New |
| Weaver Consulting Group | 79,435 | $663.0K | 0.36% | +18,532+30.4% | Added |
| DCM Advisors, LLC | 68,200 | $569.0K | 0.22% | −200−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 65,750 | $549.0K | 0.04% | −750−1.1% | Reduced |
| Toroso Investments, LLC | 46,024 | $384.0K | 0.01% | −3,104−6.3% | Reduced |
| Gladstone Institutional Advisory LLC | 27,865 | $233.0K | 0.02% | +27,865 | New |
| Jane Street Group, LLC | 21,754 | $182.0K | 0.00% | +21,754 | New |
| Advisory Services Network, LLC | 19,461 | $162.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,000 | $83.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,000 | $33.0K | 0.00% | +2,500+166.7% | Added |
| Wells Fargo & Company | 2,424 | $21.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | −23−92.0% | Reduced |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −79,201−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Castleview Partners, LLC | – | – | – | – | Not filed |