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.
Q1 2023 vs. Q4 2022
How the institutions holding Credit Suisse AG changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 24 | 24 | 0 |
| Shares | 222.0K | 139.3K | −82.8K (−37.3%) |
| Value | $32.7M | $20.6M | −$12.1M (−37.0%) |
New holders (4)
Institutions that held Credit Suisse AG at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| National Asset Management, Inc. | 1,900 | $280.8K | 0.01% |
| Carmel Capital Partners, LLC | 502 | $74.2K | 0.04% |
| Global Retirement Partners, LLC | 145 | $21.5K | 0.00% |
| ICA Group Wealth Management, LLC | 105 | $15.5K | 0.00% |
Sold out (4)
Institutions that held Credit Suisse AG at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Proficio Capital Partners LLC | 22,900 | $3.37M |
| Janney Montgomery Scott LLC | 10,554 | $1.55M |
| Sutton Wealth Advisors Inc. | 300 | $44.1K |
| Money Concepts Capital Corp | 200 | $29.4K |