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, Q3 2022
Institutional positions in Credit Suisse AG as of Sep 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
- 25
- −12 vs. Q2 2022
- Shares held
- 173.8K
- −4.61M (−96.4%) vs. Q2 2022
- Total value
- $24.8M
- −$11.1M (−30.9%) vs. Q2 2022
- New holders
- 2
- 0 more added
- Sold out
- 14
- 23 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 23,766 | $3.39M | 0.00% | −447,158−95.0% | Reduced |
| Proficio Capital Partners LLC | 19,381 | $2.77M | 0.51% | −231,352−92.3% | Reduced |
| Virtu Financial LLC | 13,657 | $1.95M | 0.18% | −86,664−86.4% | Reduced |
| Royal Bank of Canada | 12,987 | $1.85M | 0.00% | −244,289−95.0% | Reduced |
| Kingsview Wealth Management, LLC | 12,117 | $1.73M | 0.08% | +12,117 | New |
| Janney Montgomery Scott LLC | 10,555 | $1.51M | 0.01% | −180,304−94.5% | Reduced |
| Credit Suisse AG | 9,681 | $1.38M | 0.00% | −183,955−95.0% | Reduced |
| Jane Street Group, LLC | 9,121 | $1.30M | 0.00% | −409,490−97.8% | Reduced |
| UBS Group AG | 9,049 | $1.29M | 0.00% | −168,059−94.9% | Reduced |
| Susquehanna International Group, LLP | 8,712 | $1.24M | 0.00% | −56,361−86.6% | Reduced |
| Old Mission Capital LLC | 8,105 | $1.16M | 0.05% | −87,112−91.5% | Reduced |
| 3EDGE Asset Management, LP | 7,804 | $1.11M | 0.09% | +7,804 | New |
| American Portfolios Advisors | 7,612 | $1.09M | 0.05% | −303,068−97.5% | Reduced |
| Gladstone Institutional Advisory LLC | 4,110 | $587.0K | 0.05% | −71,659−94.6% | Reduced |
| Toroso Investments, LLC | 4,052 | $579.0K | 0.02% | −77,138−95.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,758 | $537.0K | 0.00% | −225,379−98.4% | Reduced |
| Weaver Consulting Group | 3,741 | $534.0K | 0.31% | −61,809−94.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,733 | $390.4K | 0.00% | −52,925−95.1% | Reduced |
| Vanguard Capital Wealth Advisors | 2,050 | $293.0K | 0.36% | −60,305−96.7% | Reduced |
| FSC Wealth Advisors, LLC | 328 | $47.0K | 0.45% | −7,439−95.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $28.0K | 0.00% | −3,800−95.0% | Reduced |
| Tower Research Capital LLC (TRC) | 162 | $23.0K | 0.00% | −709−81.4% | Reduced |
| Wells Fargo & Company | 117 | $17.0K | 0.00% | −2,222−95.0% | Reduced |
| Avion Wealth | 21 | $3.00K | 0.00% | −407−95.1% | Reduced |
| Parallel Advisors, LLC | 12 | $2.00K | 0.00% | −244−95.3% | Reduced |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −1,232,543−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −220,209−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −58,850−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −48,578−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −41,474−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −13,965−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,937−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,098−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −10,840−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |