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, Q4 2022
Institutional positions in Credit Suisse AG as of Dec 31, 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
- 24
- 0 vs. Q3 2022
- Shares held
- 222.0K
- +55.8K (+33.6%) vs. Q3 2022
- Total value
- $32.7M
- +$8.91M (+37.5%) vs. Q3 2022
- New holders
- 7
- 4 more added
- Sold out
- 7
- 10 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 116 | $17.1K | 0.00% | −1−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 123 | $18.0K | 0.00% | −39−24.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $29.4K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 200 | $29.4K | 0.00% | +200 | New |
| Sutton Wealth Advisors Inc. | 300 | $44.1K | 0.02% | +300 | New |
| Advisory Services Network, LLC | 814 | $119.7K | 0.00% | +814 | New |
| Federation des caisses Desjardins du Quebec | 1,392 | $204.7K | 0.00% | −1,341−49.1% | Reduced |
| UBS Group AG | 1,595 | $234.6K | 0.00% | −7,454−82.4% | Reduced |
| QP Wealth Management, LLC | 1,930 | $283.8K | 0.44% | +1,930 | New |
| Weaver Consulting Group | 3,021 | $444.3K | 0.23% | −720−19.2% | Reduced |
| Wedbush Securities Inc | 3,535 | $520.0K | 0.03% | +3,535 | New |
| Susquehanna International Group, LLP | 5,502 | $809.2K | 0.00% | −3,210−36.8% | Reduced |
| Envestnet Asset Management Inc | 6,656 | $978.9K | 0.00% | +6,656 | New |
| Old Mission Capital LLC | 7,606 | $1.12M | 0.05% | −499−6.2% | Reduced |
| LPL Financial LLC | 8,344 | $1.23M | 0.00% | −15,422−64.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,948 | $1.32M | 0.00% | +5,190+138.1% | Added |
| Credit Suisse AG | 9,681 | $1.42M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,554 | $1.55M | 0.01% | −10.0% | Reduced |
| Virtu Financial LLC | 11,119 | $1.64M | 0.22% | −2,538−18.6% | Reduced |
| Royal Bank of Canada | 13,139 | $1.93M | 0.00% | +152+1.2% | Added |
| Proficio Capital Partners LLC | 22,900 | $3.37M | 0.64% | +3,519+18.2% | Added |
| Belpointe Asset Management LLC | 50,066 | $7.36M | 0.44% | +50,066 | New |
| Jane Street Group, LLC | 54,281 | $7.98M | 0.02% | +45,160+495.1% | Added |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −12,117−100.0% | Sold out |
| 3EDGE Asset Management, LP | 0 | $0 | 0.00% | −7,804−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,052−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |