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, Q2 2022
Institutional positions in Credit Suisse AG as of Jun 30, 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
- 38
- +7 vs. Q1 2022
- Shares held
- 4.80M
- +1.04M (+27.7%) vs. Q1 2022
- Total value
- $36.0M
- +$3.93M (+12.3%) vs. Q1 2022
- New holders
- 9
- 13 more added
- Sold out
- 2
- 8 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | 1,232,543 | $9.64M | 3.37% | +89,182+7.8% | Added |
| LPL Financial LLC | 470,924 | $3.68M | 0.00% | +56,048+13.5% | Added |
| Jane Street Group, LLC | 418,611 | $3.27M | 0.01% | +356,473+573.7% | Added |
| American Portfolios Advisors | 310,680 | $2.43M | 0.10% | +36,874+13.5% | Added |
| Royal Bank of Canada | 257,276 | $2.01M | 0.00% | +32,217+14.3% | Added |
| Advisor Group Holdings, Inc. | 229,137 | $1.79M | 0.00% | +24,519+12.0% | Added |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 220,209 | $1.72M | 0.09% | −11,148−4.8% | Reduced |
| Janney Montgomery Scott LLC | 190,859 | $1.50M | 0.01% | +18,598+10.8% | Added |
| UBS Group AG | 177,108 | $1.39M | 0.00% | +35,548+25.1% | Added |
| Virtu Financial LLC | 100,321 | $785.0K | 0.07% | +100,321 | New |
| Old Mission Capital LLC | 95,217 | $745.0K | 0.02% | +7,645+8.7% | Added |
| Toroso Investments, LLC | 81,190 | $635.0K | 0.02% | +31,839+64.5% | Added |
| Gladstone Institutional Advisory LLC | 75,769 | $593.0K | 0.05% | −2,308−3.0% | Reduced |
| Weaver Consulting Group | 65,550 | $513.0K | 0.29% | +782+1.2% | Added |
| Susquehanna International Group, LLP | 65,073 | $509.0K | 0.00% | +65,073 | New |
| Vanguard Capital Wealth Advisors | 62,355 | $487.0K | 0.55% | −7,500−10.7% | Reduced |
| Dynamic Advisor Solutions LLC | 58,850 | $460.0K | 0.04% | −7,100−10.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 55,658 | $435.2K | 0.00% | −4,780−7.9% | Reduced |
| Rockland Trust Co | 48,578 | $380.0K | 0.03% | −41,335−46.0% | Reduced |
| Cornerstone Advisory, LLC | 41,474 | $324.0K | 0.07% | +41,474 | New |
| Proficio Capital Partners LLC | 250,733 | $232.0K | 0.04% | +201,113+405.3% | Added |
| Mackay Shields LLC | 13,965 | $109.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,937 | $93.0K | 0.00% | +11,937 | New |
| Visionary Wealth Advisors | 11,600 | $91.0K | 0.01% | +11,600 | New |
| Wealthcare Advisory Partners LLC | 11,098 | $87.0K | 0.01% | +11,098 | New |
| Carmel Capital Partners, LLC | 10,840 | $85.0K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,000 | $78.0K | 0.00% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 10,000 | $78.0K | 0.00% | +10,000 | New |
| FSC Wealth Advisors, LLC | 7,767 | $61.0K | 0.54% | −2,876−27.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,339 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 871 | $7.00K | 0.00% | +871 | New |
| Avion Wealth | 428 | $3.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $2.00K | 0.00% | +250+4,166.7% | Added |
| Castleview Partners, LLC | 68 | $1.42K | 0.00% | −112−62.2% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4,023−100.0% | Sold out |