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
- +$6.10M (+23.5%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 180 | $1.00K | 0.00% | −1,342−88.2% | Reduced |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,339 | $20.0K | 0.00% | −4,001−63.1% | 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 |
| Geneos Wealth Management Inc. | 10,000 | $85.0K | 0.00% | −6,930−40.9% | Reduced |
| FSC Wealth Advisors, LLC | 10,643 | $91.0K | 0.09% | +3,712+53.6% | Added |
| Carmel Capital Partners, LLC | 10,840 | $92.0K | 0.08% | 00.0% | Unchanged |
| Mackay Shields LLC | 13,965 | $119.0K | 0.00% | +13,965 | New |
| TD Waterhouse Canada Inc. | 22,600 | $191.2K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 49,351 | $420.0K | 0.01% | −1,473−2.9% | Reduced |
| Proficio Capital Partners LLC | 49,620 | $423.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 60,438 | $514.9K | 0.00% | −455−0.7% | Reduced |
| Jane Street Group, LLC | 62,138 | $529.0K | 0.00% | +25,244+68.4% | Added |
| Weaver Consulting Group | 64,768 | $552.0K | 0.27% | +9,878+18.0% | Added |
| Dynamic Advisor Solutions LLC | 65,950 | $562.0K | 0.04% | −1,300−1.9% | Reduced |
| Vanguard Capital Wealth Advisors | 69,855 | $595.0K | 0.43% | −13,492−16.2% | Reduced |
| Gladstone Institutional Advisory LLC | 78,077 | $665.0K | 0.04% | +5,470+7.5% | Added |
| Old Mission Capital LLC | 87,572 | $746.0K | 0.02% | −130,360−59.8% | Reduced |
| Rockland Trust Co | 89,913 | $766.0K | 0.05% | −32,097−26.3% | Reduced |
| UBS Group AG | 141,560 | $1.21M | 0.00% | +14,519+11.4% | Added |
| Janney Montgomery Scott LLC | 172,261 | $1.47M | 0.01% | −5,662−3.2% | Reduced |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 204,618 | $1.74M | 0.00% | +204,618 | New |
| Royal Bank of Canada | 225,059 | $1.92M | 0.00% | −18,701−7.7% | Reduced |
| Wedbush Securities Inc | 231,357 | $1.97M | 0.09% | +231,357 | New |
| American Portfolios Advisors | 273,806 | $2.33M | 0.08% | +37,817+16.0% | Added |
| LPL Financial LLC | 414,876 | $3.54M | 0.00% | +128,389+44.8% | Added |
| Cavalier Investments, LLC | 1,143,361 | $9.73M | 2.54% | +393,585+52.5% | Added |
| 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 |