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Credit Suisse Asset Mgmt Inc (CIK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wolverine Asset Management LLC
INCREASED
Shares775,125 from 670,127
Change+104,998 (+16%)
Value$1.8M (+$151.9K)
Filed 2026-11-02
Shaker Financial Services, LLC
DECREASED
Shares752,927 from 867,755
Change-114,828 (-13%)
Value$1.8M (-$390.2K)
Filed 2026-10-14
Matisse Capital
NEW
Shares401,155
Change+401,155
Value$938.7K
Filed 2026-10-29
Calamos Advisors LLC
NEW
Shares71,275
Change+71,275
Value$166.8K
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares60,028 from 73,477
Change-13,449 (-18%)
Value$140.5K (-$41.8K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares57,889 from 57,698
Change+191 (+0%)
Value$135.0K (-$8.0K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares56,809 from 56,629
Change+180 (+0%)
Value$132.9K (-$7.5K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares31,826 from 31,587
Change+239 (+1%)
Value$74.5K (-$3.9K)
Filed 2026-10-23
Capital Investment Advisors, LLC
DECREASED
Shares28,698 from 32,198
Change-3,500 (-11%)
Value$67.2K (-$12.7K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares21,504 from 21,369
Change+135 (+1%)
Value$50.3K (-$2.7K)
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares20,000
Change+20,000
Value$46.8K
Filed 2026-10-29
Pinnacle Associates LTD
UNCHANGED
Shares17,440 from 17,440
Change0 (0%)
Value$40.8K (-$2.4K)
Filed 2026-10-20
CLG LLC
NEW
Shares14,683
Change+14,683
Value$34.4K
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$30.0K (-$1.8K)
Filed 2026-10-08
Kestra Advisory Services, LLC
DECREASED
Shares12,255 from 13,116
Change-861 (-7%)
Value$28.7K (-$3.9K)
Filed 2026-11-02
D.A. Davidson & Co.
NEW
Shares10,000
Change+10,000
Value$23.4K
Filed 2026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED
Shares5,952 from 5,952
Change0 (0%)
Value$13.9K (-$833)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares4,117 from 4,117
Change0 (0%)
Value$9.6K (-$576)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$4.7K (-$280)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$2.3K (-$140)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$1.9K (-$112)
Filed 2026-10-19
Unified Investment Management
CLOSED
Shares0 from 10,345
Change-10,345 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 10,128
Change-10,128 (-100%)
Value$0 (-$25.1K)
Filed 2026-10-16
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,163,091
Change-1,163,091 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,035,331
Change-1,035,331 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 669,679
Change-669,679 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 410,648
Change-410,648 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 215,710
Change-215,710 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 105,836
Change-105,836 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 82,322
Change-82,322 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 65,500
Change-65,500 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 63,770
Change-63,770 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 62,565
Change-62,565 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59,793
Change-59,793 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 58,883
Change-58,883 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 55,866
Change-55,866 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 55,120
Change-55,120 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 53,382
Change-53,382 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 51,480
Change-51,480 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 46,127
Change-46,127 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 42,950
Change-42,950 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 41,960
Change-41,960 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 39,504
Change-39,504 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 32,171
Change-32,171 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,332
Change-31,332 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 30,871
Change-30,871 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,193
Change-28,193 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 20,923
Change-20,923 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,057
Change-17,057 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 15,915
Change-15,915 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 12,287
Change-12,287 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 11,255
Change-11,255 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Status
Wolverine Asset Management LLC
INCREASED775,125670,127+104,998+16%$1.7M$1.8M+$151.9K2026-11-02
Shaker Financial Services, LLC
DECREASED752,927867,755-114,828-13%$2.2M$1.8M-$390.2K2026-10-14
Matisse Capital
NEW401,155—+401,155——$938.7K—2026-10-29
Calamos Advisors LLC
NEW71,275—+71,275——$166.8K—2026-11-02
Dynamic Advisor Solutions LLC
DECREASED60,02873,477-13,449-18%$182.2K$140.5K-$41.8K2026-10-13
Wedbush Securities Inc
INCREASED57,88957,698+191+0%$143.0K$135.0K-$8.0K2026-10-22
Commonwealth Equity Services, LLC
INCREASED56,80956,629+180+0%$140.4K$132.9K-$7.5K2026-11-02
Sigma Planning Corp
INCREASED31,82631,587+239+1%$78.3K$74.5K-$3.9K2026-10-23
Capital Investment Advisors, LLC
DECREASED28,69832,198-3,500-11%$79.9K$67.2K-$12.7K2026-10-22
Compound Planning, Inc.
INCREASED21,50421,369+135+1%$53.0K$50.3K-$2.7K2026-11-05
Virtue Capital Management, LLC
NEW20,000—+20,000——$46.8K—2026-10-29
Pinnacle Associates LTD
UNCHANGED17,44017,44000%$43.3K$40.8K-$2.4K2026-10-20
CLG LLC
NEW14,683—+14,683——$34.4K—2026-10-13
CoreCap Advisors, LLC
UNCHANGED12,80012,80000%$31.7K$30.0K-$1.8K2026-10-08
Kestra Advisory Services, LLC
DECREASED12,25513,116-861-7%$32.5K$28.7K-$3.9K2026-11-02
D.A. Davidson & Co.
NEW10,000—+10,000——$23.4K—2026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED5,9525,95200%$14.8K$13.9K-$8332026-10-23
Lanark Financial, Inc.
UNCHANGED4,1174,11700%$10.2K$9.6K-$5762026-10-26
Larson Financial Group LLC
UNCHANGED2,0002,00000%$5.0K$4.7K-$2802026-11-05
US Bancorp \de\
UNCHANGED1,0001,00000%$2.5K$2.3K-$1402026-11-05
Highline Wealth Partners LLC
UNCHANGED80080000%$2.0K$1.9K-$1122026-10-19
Unified Investment Management
CLOSED010,345-10,345-100%$25.7K$0-$25.7K2026-10-14
Concurrent Investment Advisors, LLC
CLOSED010,128-10,128-100%$25.1K$0-$25.1K2026-10-16
Landscape Capital Management, L.L.C.
N/A—1,163,091-1,163,091-100%$2.9M———
LPL Financial LLC
N/A—1,035,331-1,035,331-100%$2.6M———
Invesco Ltd.
N/A—669,679-669,679-100%$1.7M———
Fiera Capital Corp
N/A—410,648-410,648-100%$1.0M———
Bank of America Corp
N/A—215,710-215,710-100%$535.0K———
Citadel Advisors LLC
N/A—105,836-105,836-100%$262.5K———
Osaic Holdings, Inc.
N/A—82,322-82,322-100%$204.2K———
Nomura Holdings Inc
N/A—70,000-70,000-100%$173.6K———
Stonebridge Financial Group, LLC
N/A—65,500-65,500-100%$162.0K———
Susquehanna International Group, LLP
N/A—63,770-63,770-100%$158.2K———
Almitas Capital LLC
N/A—62,565-62,565-100%$155.2K———
Northwestern Mutual Wealth Management Co
N/A—59,793-59,793-100%$148.3K———
Morgan Stanley
N/A—58,883-58,883-100%$146.0K———
Jane Street Group, LLC
N/A—55,866-55,866-100%$138.5K———
Janney Montgomery Scott LLC
N/A—55,120-55,120-100%$137.0K———
Clearstead Advisors, LLC
N/A—53,382-53,382-100%$132.4K———
Boothbay Fund Management, LLC
N/A—51,480-51,480-100%$127.7K———
Gladstone Institutional Advisory LLC
N/A—46,127-46,127-100%$114.4K———
Melfa Wealth Management, Inc.
N/A—42,950-42,950-100%$106.5K———
Wells Fargo & Company
N/A—41,960-41,960-100%$104.1K———
XTX Topco Ltd
N/A—39,504-39,504-100%$98.0K———
MML Investors Services, LLC
N/A—32,171-32,171-100%$79.8K———
Two Sigma Securities, LLC
N/A—31,332-31,332-100%$77.7K———
Stifel Financial Corp
N/A—30,871-30,871-100%$76.6K———
Royal Bank of Canada
N/A—28,193-28,193-100%$70.0K———
Virtu Financial LLC
N/A—20,923-20,923-100%$52.0K———
Envestnet Asset Management Inc
N/A—17,057-17,057-100%$42.3K———
One Capital Management, LLC
N/A—15,915-15,915-100%$40.7K———
Ameriprise Financial Inc
N/A—13,892-13,892-100%$34.5K———
Fortis Group Advisors, LLC
N/A—12,287-12,287-100%$30.5K———
American Financial Advisors, LLC
N/A—11,425-11,425-100%$28.3K———
Private Advisor Group, LLC
N/A—11,255-11,255-100%$27.9K———
UBS Group AG
N/A—7,045-7,045-100%$17.5K———
Geneos Wealth Management Inc.
N/A—481-481-100%$1.2K———
Showing 57 of 57 institutions