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.
Q4 2022 vs. Q3 2022
How the institutions holding Credit Suisse AG changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 25 | 1 | 24 | 0 |
| Shares | 173.8K | 7.61K | 222.0K | +55.8K (+33.6%) |
| Value | $24.8M | $1.09M | $32.7M | +$8.91M (+37.5%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Credit Suisse AG at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Belpointe Asset Management LLC | 50,066 | $7.36M | 0.44% |
| Envestnet Asset Management Inc | 6,656 | $978.9K | 0.00% |
| Wedbush Securities Inc | 3,535 | $520.0K | 0.03% |
| QP Wealth Management, LLC | 1,930 | $283.8K | 0.44% |
| Advisory Services Network, LLC | 814 | $119.7K | 0.00% |
| Sutton Wealth Advisors Inc. | 300 | $44.1K | 0.02% |
| Money Concepts Capital Corp | 200 | $29.4K | 0.00% |
Sold out (7)
Institutions that held Credit Suisse AG at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Kingsview Wealth Management, LLC | 12,117 | $1.73M |
| 3EDGE Asset Management, LP | 7,804 | $1.11M |
| Gladstone Institutional Advisory LLC | 4,110 | $587.0K |
| Toroso Investments, LLC | 4,052 | $579.0K |
| Vanguard Capital Wealth Advisors | 2,050 | $293.0K |
| FSC Wealth Advisors, LLC | 328 | $47.0K |
| Parallel Advisors, LLC | 12 | $2.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Credit Suisse AG at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 7,612 | $1.09M |