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, Q4 2021
Institutional positions in Credit Suisse AG as of Dec 31, 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
- 33
- +8 vs. Q3 2021
- Shares held
- 3.06M
- +944.2K (+44.6%) vs. Q3 2021
- Total value
- $26.2M
- +$8.37M (+47.1%) vs. Q3 2021
- New holders
- 11
- 12 more added
- Sold out
- 3
- 5 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | 749,776 | $6.34M | 1.65% | +504,776+206.0% | Added |
| LPL Financial LLC | 286,487 | $2.42M | 0.00% | +86,936+43.6% | Added |
| Royal Bank of Canada | 243,760 | $2.06M | 0.00% | +4,754+2.0% | Added |
| American Portfolios Advisors | 235,989 | $2.00M | 0.07% | +15,633+7.1% | Added |
| Old Mission Capital LLC | 217,932 | $1.84M | 0.09% | +217,932 | New |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 177,923 | $1.50M | 0.01% | +36,028+25.4% | Added |
| UBS Group AG | 127,041 | $1.07M | 0.00% | +11,127+9.6% | Added |
| Rockland Trust Co | 122,010 | $1.03M | 0.07% | −1,821−1.5% | Reduced |
| Vanguard Capital Wealth Advisors | 83,347 | $705.0K | 0.51% | −4,313−4.9% | Reduced |
| Gladstone Institutional Advisory LLC | 72,607 | $614.0K | 0.05% | +44,742+160.6% | Added |
| Dynamic Advisor Solutions LLC | 67,250 | $569.0K | 0.04% | +1,500+2.3% | Added |
| Virtu Financial LLC | 61,391 | $519.0K | 0.05% | +61,391 | New |
| Federation des caisses Desjardins du Quebec | 60,893 | $515.2K | 0.01% | −31,629−34.2% | Reduced |
| Weaver Consulting Group | 54,890 | $464.0K | 0.22% | −24,545−30.9% | Reduced |
| Toroso Investments, LLC | 50,824 | $430.0K | 0.01% | +4,800+10.4% | Added |
| Proficio Capital Partners LLC | 49,620 | $420.0K | 0.06% | +49,620 | New |
| Kingsview Wealth Management, LLC | 45,103 | $382.0K | 0.02% | +45,103 | New |
| Susquehanna International Group, LLP | 38,284 | $324.0K | 0.00% | +38,284 | New |
| Jane Street Group, LLC | 36,894 | $312.0K | 0.00% | +15,140+69.6% | Added |
| TD Waterhouse Canada Inc. | 22,600 | $190.1K | 0.00% | +22,600 | New |
| Castleview Partners, LLC | 1,522 | $180.0K | 0.00% | +1,522 | New |
| Geneos Wealth Management Inc. | 16,930 | $143.0K | 0.01% | +6,930+69.3% | Added |
| DCM Advisors, LLC | 13,100 | $111.0K | 0.03% | −55,100−80.8% | Reduced |
| Carmel Capital Partners, LLC | 10,840 | $92.0K | 0.07% | +10,840 | New |
| FSC Wealth Advisors, LLC | 6,931 | $59.0K | 0.04% | +6,931 | New |
| Wells Fargo & Company | 6,340 | $54.0K | 0.00% | +3,916+161.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,859 | $24.0K | 0.01% | +2,859 | New |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 372 | $3.00K | 0.00% | +372 | New |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −112,635−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −19,461−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |