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
- −65.5K (−27.4%) vs. Q2 2022Converted for a 1-for-20 split
- Total value
- $24.8M
- −$11.1M (−30.9%) vs. Q2 2022
- New holders
- 2
- 11 more added
- Sold out
- 14
- 8 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 | $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, 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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 12 | $2.00K | 0.00% | −1−6.3% | ReducedConverted for a 1-for-20 split |
| Avion Wealth | 21 | $3.00K | 0.00% | −0−1.9% | ReducedConverted for a 1-for-20 split |
| Wells Fargo & Company | 117 | $17.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Tower Research Capital LLC (TRC) | 162 | $23.0K | 0.00% | +118+272.0% | AddedConverted for a 1-for-20 split |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $28.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| FSC Wealth Advisors, LLC | 328 | $47.0K | 0.45% | −60−15.5% | ReducedConverted for a 1-for-20 split |
| Vanguard Capital Wealth Advisors | 2,050 | $293.0K | 0.36% | −1,068−34.2% | ReducedConverted for a 1-for-20 split |
| Federation des caisses Desjardins du Quebec | 2,733 | $390.4K | 0.00% | −50−1.8% | ReducedConverted for a 1-for-20 split |
| Weaver Consulting Group | 3,741 | $534.0K | 0.31% | +464+14.1% | AddedConverted for a 1-for-20 split |
| Advisor Group Holdings, Inc. | 3,758 | $537.0K | 0.00% | −7,699−67.2% | ReducedConverted for a 1-for-20 split |
| Toroso Investments, LLC | 4,052 | $579.0K | 0.02% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Gladstone Institutional Advisory LLC | 4,110 | $587.0K | 0.05% | +322+8.5% | AddedConverted for a 1-for-20 split |
| American Portfolios Advisors | 7,612 | $1.09M | 0.05% | −7,922−51.0% | ReducedConverted for a 1-for-20 split |
| 3EDGE Asset Management, LP | 7,804 | $1.11M | 0.09% | +7,804 | New |
| Old Mission Capital LLC | 8,105 | $1.16M | 0.05% | +3,344+70.2% | AddedConverted for a 1-for-20 split |
| Susquehanna International Group, LLP | 8,712 | $1.24M | 0.00% | +5,458+167.8% | AddedConverted for a 1-for-20 split |
| UBS Group AG | 9,049 | $1.29M | 0.00% | +194+2.2% | AddedConverted for a 1-for-20 split |
| Jane Street Group, LLC | 9,121 | $1.30M | 0.00% | −11,810−56.4% | ReducedConverted for a 1-for-20 split |
| Credit Suisse AG | 9,681 | $1.38M | 0.00% | 00.0% | UnchangedConverted for a 1-for-20 split |
| Janney Montgomery Scott LLC | 10,555 | $1.51M | 0.01% | +1,012+10.6% | AddedConverted for a 1-for-20 split |
| Kingsview Wealth Management, LLC | 12,117 | $1.73M | 0.08% | +12,117 | New |
| Royal Bank of Canada | 12,987 | $1.85M | 0.00% | +123+1.0% | AddedConverted for a 1-for-20 split |
| Virtu Financial LLC | 13,657 | $1.95M | 0.18% | +8,641+172.3% | AddedConverted for a 1-for-20 split |
| Proficio Capital Partners LLC | 19,381 | $2.77M | 0.51% | +6,844+54.6% | AddedConverted for a 1-for-20 split |
| LPL Financial LLC | 23,766 | $3.39M | 0.00% | +220+0.9% | AddedConverted for a 1-for-20 split |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −61,627−100.0% | Sold outConverted for a 1-for-20 split |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −11,010−100.0% | Sold outConverted for a 1-for-20 split |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold outConverted for a 1-for-20 split |
| Rockland Trust Co | 0 | $0 | 0.00% | −2,429−100.0% | Sold outConverted for a 1-for-20 split |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold outConverted for a 1-for-20 split |
| Mackay Shields LLC | 0 | $0 | 0.00% | −698−100.0% | Sold outConverted for a 1-for-20 split |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −597−100.0% | Sold outConverted for a 1-for-20 split |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −580−100.0% | Sold outConverted for a 1-for-20 split |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −555−100.0% | Sold outConverted for a 1-for-20 split |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −542−100.0% | Sold outConverted for a 1-for-20 split |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold outConverted for a 1-for-20 split |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold outConverted for a 1-for-20 split |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold outConverted for a 1-for-20 split |
| FMR LLC | 0 | $0 | 0.00% | −0−100.0% | Sold outConverted for a 1-for-20 split |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |