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
- $26.0M
- +$8.19M (+46.1%) 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 | $10.0M |
| 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 | $26.0M |
| 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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 372 | $3.00K | 0.00% | +372 | New |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,859 | $24.0K | 0.01% | +2,859 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,340 | $54.0K | 0.00% | +3,916+161.6% | Added |
| FSC Wealth Advisors, LLC | 6,931 | $59.0K | 0.04% | +6,931 | New |
| Carmel Capital Partners, LLC | 10,840 | $92.0K | 0.07% | +10,840 | New |
| DCM Advisors, LLC | 13,100 | $111.0K | 0.03% | −55,100−80.8% | Reduced |
| Geneos Wealth Management Inc. | 16,930 | $143.0K | 0.01% | +6,930+69.3% | Added |
| TD Waterhouse Canada Inc. | 22,600 | $190.1K | 0.00% | +22,600 | New |
| Jane Street Group, LLC | 36,894 | $312.0K | 0.00% | +15,140+69.6% | Added |
| Susquehanna International Group, LLP | 38,284 | $324.0K | 0.00% | +38,284 | New |
| Kingsview Wealth Management, LLC | 45,103 | $382.0K | 0.02% | +45,103 | New |
| Proficio Capital Partners LLC | 49,620 | $420.0K | 0.06% | +49,620 | New |
| Toroso Investments, LLC | 50,824 | $430.0K | 0.01% | +4,800+10.4% | Added |
| Weaver Consulting Group | 54,890 | $464.0K | 0.22% | −24,545−30.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 60,893 | $515.2K | 0.01% | −31,629−34.2% | Reduced |
| Virtu Financial LLC | 61,391 | $519.0K | 0.05% | +61,391 | New |
| Dynamic Advisor Solutions LLC | 67,250 | $569.0K | 0.04% | +1,500+2.3% | Added |
| Gladstone Institutional Advisory LLC | 72,607 | $614.0K | 0.05% | +44,742+160.6% | Added |
| Vanguard Capital Wealth Advisors | 83,347 | $705.0K | 0.51% | −4,313−4.9% | Reduced |
| Rockland Trust Co | 122,010 | $1.03M | 0.07% | −1,821−1.5% | Reduced |
| UBS Group AG | 127,041 | $1.07M | 0.00% | +11,127+9.6% | Added |
| Janney Montgomery Scott LLC | 177,923 | $1.50M | 0.01% | +36,028+25.4% | Added |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 217,932 | $1.84M | 0.09% | +217,932 | New |
| American Portfolios Advisors | 235,989 | $2.00M | 0.07% | +15,633+7.1% | Added |
| Royal Bank of Canada | 243,760 | $2.06M | 0.00% | +4,754+2.0% | Added |
| LPL Financial LLC | 286,487 | $2.42M | 0.00% | +86,936+43.6% | Added |
| Cavalier Investments, LLC | 749,776 | $6.34M | 1.65% | +504,776+206.0% | Added |
| Castleview Partners, LLC | 1,522 | – | – | +1,522 | New |
| 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 |