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