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Credit Suisse AG

USOI
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; 11 institutions reported holding it in 13F filings for Q2 2026, worth $3.75M in total; no superinvestor holds it.

Other share classesGLDISLVO

Q3 2022 vs. Q2 2022

How the institutions holding Credit Suisse AG changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of USOI: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders27222−3
SharesConverted for a 1-for-20 split150.2K89.5300.4K+150.2K (+100.0%)
Value$15.4M$9.00K$24.5M+$9.08M (+59.1%)

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (9)

Institutions that held Credit Suisse AG at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to USOI in Q3 2022
InstitutionSharesValue% of portfolio
Kestra Advisory Services, LLC57,456$4.68M0.05%
HRT Financial LP28,976$2.36M0.03%
Susquehanna International Group, LLP10,237$833.0K0.00%
Citadel Advisors LLC7,744$630.0K0.00%
Merit Financial Group, LLC4,474$365.0K0.02%
Two Sigma Securities, LLC2,752$224.0K0.03%
TD Private Client Wealth LLC380$31.0K0.00%
Tower Research Capital LLC (TRC)192$16.0K0.00%
Morgan Stanley47$4.00K0.00%

Sold out (12)

Institutions that held Credit Suisse AG at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of USOI in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Cavalier Investments, LLC712,901$3.65M
MBL Wealth, LLC20,000$102.0K
MAS Advisors LLC19,594$100.0K
Atria Wealth Solutions, Inc.18,676$96.0K
Cambridge Investment Research Advisors, Inc.17,701$91.0K
NewEdge Wealth, LLC17,089$87.0K
Ground Swell Capital, LLC11,831$61.0K
Arkadios Wealth Advisors12,000$61.0K
Vestmark Advisory Solutions, Inc.11,177$57.0K
Captrust Financial Advisors500$3.00K
FMR LLC163$1.00K
ACG Wealth227$1.00K

Not filed for Q3 2022 yet (2)

Institutions that held Credit Suisse AG at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding USOI in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Lake Point Wealth Management1,173$6.00K
Private Capital Group, LLC617$3.00K