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, Q1 2022
Institutional positions in Credit Suisse AG as of Mar 31, 2022. 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
- 31
- −2 vs. Q4 2021
- Shares held
- 3.76M
- +695.7K (+22.7%) vs. Q4 2021
- Total value
- $32.1M
- +$5.92M (+22.6%) vs. Q4 2021
- New holders
- 4
- 8 more added
- Sold out
- 6
- 11 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | 1,143,361 | $9.73M | 2.54% | +393,585+52.5% | Added |
| LPL Financial LLC | 414,876 | $3.54M | 0.00% | +128,389+44.8% | Added |
| American Portfolios Advisors | 273,806 | $2.33M | 0.08% | +37,817+16.0% | Added |
| Wedbush Securities Inc | 231,357 | $1.97M | 0.09% | +231,357 | New |
| Royal Bank of Canada | 225,059 | $1.92M | 0.00% | −18,701−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 204,618 | $1.74M | 0.00% | +204,618 | New |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 172,261 | $1.47M | 0.01% | −5,662−3.2% | Reduced |
| UBS Group AG | 141,560 | $1.21M | 0.00% | +14,519+11.4% | Added |
| Rockland Trust Co | 89,913 | $766.0K | 0.05% | −32,097−26.3% | Reduced |
| Old Mission Capital LLC | 87,572 | $746.0K | 0.02% | −130,360−59.8% | Reduced |
| Gladstone Institutional Advisory LLC | 78,077 | $665.0K | 0.04% | +5,470+7.5% | Added |
| Vanguard Capital Wealth Advisors | 69,855 | $595.0K | 0.43% | −13,492−16.2% | Reduced |
| Dynamic Advisor Solutions LLC | 65,950 | $562.0K | 0.04% | −1,300−1.9% | Reduced |
| Weaver Consulting Group | 64,768 | $552.0K | 0.27% | +9,878+18.0% | Added |
| Jane Street Group, LLC | 62,138 | $529.0K | 0.00% | +25,244+68.4% | Added |
| Federation des caisses Desjardins du Quebec | 60,438 | $514.9K | 0.00% | −455−0.7% | Reduced |
| Proficio Capital Partners LLC | 49,620 | $423.0K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 49,351 | $420.0K | 0.01% | −1,473−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 22,600 | $191.2K | 0.00% | 00.0% | Unchanged |
| Mackay Shields LLC | 13,965 | $119.0K | 0.00% | +13,965 | New |
| Carmel Capital Partners, LLC | 10,840 | $92.0K | 0.08% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10,643 | $91.0K | 0.09% | +3,712+53.6% | Added |
| Geneos Wealth Management Inc. | 10,000 | $85.0K | 0.00% | −6,930−40.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,023 | $34.0K | 0.00% | +4,023 | New |
| Wells Fargo & Company | 2,339 | $20.0K | 0.00% | −4,001−63.1% | Reduced |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 180 | $1.00K | 0.00% | −1,342−88.2% | Reduced |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 0 | $0 | 0.00% | −61,391−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −45,103−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,284−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −372−100.0% | Sold out |