CREDIT SUISSE ASSET MGMT INC shareholder history

Current and past CREDIT SUISSE ASSET MGMT INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
IMS Capital Management 42420.01%0.26%0.71%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.00%0.03%0.17%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 41410.00%0.00%0.00%Q2 2013Q2 202341
Capital Investment Advisors, LLC 41410.00%0.01%0.04%Q4 2013Q4 202341
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.01%0.01%0.02%Q2 2013Q1 202340
DELTA ASSET MANAGEMENT LLC/TN 3530.00%0.00%0.00%Q2 2013Q2 202338
AMERIPRISE FINANCIAL INC 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
US BANCORP \DE\ 36360.00%0.00%0.00%Q4 2014Q3 202336
Shaker Financial Services, LLC 1410.03%0.54%1.72%Q2 2013Q3 202333
Columbia Asset Management 1010.02%0.04%0.06%Q4 2013Q3 202333
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2810.01%0.12%0.34%Q4 2013Q3 202333
Strategic Advisors LLC 3010.02%0.09%0.14%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
OPTIMUM INVESTMENT ADVISORS 2640.02%0.02%0.03%Q2 2014Q4 202130
Fiera Capital Corp 29290.00%0.00%0.00%Q3 2016Q3 202329
SIGNATUREFD, LLC 15140.00%0.00%0.00%Q2 2013Q3 202129
SIT INVESTMENT ASSOCIATES INC 1420.00%0.05%0.17%Q1 2016Q1 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Sigma Planning Corp 27270.01%0.04%0.12%Q1 2017Q3 202327
Dynamic Advisor Solutions LLC 26260.01%0.02%0.06%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
CITIGROUP INC 1210.00%0.00%0.00%Q2 2013Q3 202124
Saba Capital Management, L.P. 2120.01%0.75%1.91%Q4 2013Q2 202023
Janney Montgomery Scott LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
WOLVERINE ASSET MANAGEMENT LLC 1210.00%0.01%0.03%Q2 2013Q3 202322
Gilman Hill Asset Management, LLC 22220.02%0.14%0.37%Q2 2013Q3 201822
Carroll Financial Associates, Inc. 1810.00%0.00%0.00%Q3 2013Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Financial Advisors, LLC 1450.00%0.01%0.01%Q4 2018Q3 202319
DOLIVER ADVISORS, LP 1110.01%0.07%0.24%Q2 2013Q2 202019
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
DAVENPORT & Co LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Annex Advisory Services, LLC 16160.01%0.04%0.07%Q2 2013Q1 201716
Advisors Asset Management, Inc. 16160.00%0.01%0.05%Q2 2013Q1 201716
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.00%Q1 2014Q3 202315
FIFTH THIRD BANCORP 820.00%0.00%0.00%Q2 2013Q4 201815
B. Riley Wealth Advisors, Inc. 15150.00%0.02%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Concert Wealth Management Inc. 14140.00%0.01%0.01%Q4 2013Q1 201714
NEXT Financial Group, Inc 1210.00%0.01%0.07%Q2 2014Q4 202114
REGIONS FINANCIAL CORP 13130.00%0.00%0.00%Q4 2017Q4 202013
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.00%0.00%Q2 2013Q2 201613
STIFEL FINANCIAL CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
SG Americas Securities, LLC 410.00%0.00%0.00%Q3 2013Q2 201812
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.01%0.02%0.04%Q1 2019Q3 202111
Commonwealth Equity Services, Inc 11110.00%0.00%0.00%Q3 2014Q1 201711
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.00%Q3 2018Q1 202111
Kestra Advisory Services, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 920.00%0.00%0.00%Q3 2020Q3 202311
Lehman Financial Resources, Inc. 1010.00%0.00%0.00%Q4 2012Q3 201511
Raymond James Financial Services Advisors, Inc. 710.00%0.00%0.01%Q2 2013Q3 201811
Winfield Associates, Inc. 11110.04%0.06%0.09%Q3 2019Q1 202211
Veritable, L.P. 11110.00%0.00%0.00%Q4 2012Q2 201511
PNC FINANCIAL SERVICES GROUP, INC. 910.00%0.00%0.00%Q2 2013Q1 202310
Citadel Advisors 510.00%0.00%0.00%Q1 2016Q1 202310
Family Management Corp 10100.15%0.32%0.57%Q4 2018Q1 202110
RIVERNORTH CAPITAL MANAGEMENT, LLC 910.01%0.14%0.35%Q3 2013Q1 201710
B. Riley Wealth Management, Inc. 410.00%0.03%0.08%Q4 2014Q2 202210
VSR Financial Services, Inc. 10100.00%0.01%0.01%Q1 2014Q2 201610
Sunbelt Securities, Inc. 820.00%0.07%0.14%Q4 2014Q3 202310
ARES MANAGEMENT LLC 720.00%0.01%0.03%Q4 2017Q1 20219
INTEGRATED CAPITAL MANAGEMENT, INC. 990.04%0.08%0.13%Q1 2019Q1 20219
Tower Research Capital LLC (TRC) 810.00%0.00%0.00%Q4 2013Q1 20169
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2015Q1 20189
AMERICAN INTERNATIONAL GROUP, INC. 810.00%0.00%0.00%Q2 2013Q1 20169
Mutual Advisors, LLC 990.00%0.02%0.03%Q4 2018Q4 20209
SUNTRUST BANKS INC 880.00%0.00%0.00%Q4 2016Q3 20188
Virtu KCG Holdings LLC 210.00%0.00%0.00%Q4 2013Q2 20178
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.00%Q3 2021Q2 20238
Xcel Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Cambridge Investment Research Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
CORNERSTONE ADVISORS INC 880.02%0.03%0.05%Q4 2013Q3 20158
M&T BANK CORP 530.00%0.00%0.00%Q4 2013Q1 20178
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q3 2020Q4 20228
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2016Q2 20237
Atria Wealth Solutions, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
First Allied Advisory Services, Inc. 610.00%0.00%0.00%Q2 2013Q3 20207
Bulldog Investors, LLP 770.10%0.45%1.08%Q4 2015Q2 20177
BECK MACK & OLIVER LLC 770.00%0.00%0.00%Q2 2014Q4 20157
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
WFG Advisors, LP 770.00%0.01%0.06%Q2 2013Q4 20147
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 610.01%0.13%0.16%Q4 2014Q1 20197
PARK AVENUE SECURITIES LLC 410.02%0.02%0.02%Q1 2019Q1 20217
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
MSI Financial Services Inc 610.00%0.00%0.00%Q2 2013Q4 20157
BENJAMIN F. EDWARDS & COMPANY, INC. 770.01%0.01%0.02%Q4 2016Q2 20187
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.02%Q3 2016Q4 20187
RMB Capital Management, LLC 310.00%0.00%0.01%Q1 2015Q1 20207
Close Asset Management Ltd 770.01%0.01%0.01%Q1 2017Q3 20187
Thomas J. Herzfeld Advisors, Inc. 660.06%0.15%0.24%Q4 2017Q1 20196
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
GUGGENHEIM CAPITAL LLC 310.00%0.00%0.00%Q2 2016Q2 20206
Arete Wealth Advisors, LLC 660.11%0.17%0.26%Q4 2013Q1 20156
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Lindbrook Capital, LLC 660.01%0.02%0.03%Q1 2019Q2 20206
Cetera Advisor Networks LLC 510.00%0.00%0.00%Q2 2020Q3 20236
GEODE CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2015Q2 20196
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2018Q4 20206
TRUIST FINANCIAL CORP 550.00%0.00%0.00%Q4 2016Q4 20175
LOGAN CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q2 2013Q2 20145
Atlas Private Wealth Advisors 550.00%0.03%0.06%Q2 2020Q2 20215
Virtu Financial LLC 210.00%0.01%0.01%Q1 2018Q2 20225
WealthBridge Capital Management, LLC 550.02%0.03%0.04%Q4 2018Q4 20195
CoreCap Advisors, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Advisory Services Network, LLC 210.00%0.00%0.00%Q3 2020Q1 20235
QP WEALTH MANAGEMENT, LLC 550.04%0.05%0.06%Q3 2021Q3 20225
TWIN FOCUS CAPITAL PARTNERS, LLC 550.08%0.08%0.09%Q3 2016Q3 20175
BSW Wealth Partners 550.02%0.02%0.03%Q3 2021Q3 20225
NORTHERN TRUST CORP 550.00%0.00%0.00%Q3 2014Q3 20155
BlackRock Inc. 550.00%0.00%0.00%Q2 2018Q2 20195
PARAMETRIC PORTFOLIO ASSOCIATES LLC 320.00%0.00%0.00%Q4 2014Q1 20165
HIGHLAND CAPITAL MANAGEMENT LP 550.00%0.00%0.00%Q2 2013Q2 20145
JD CAPITAL MANAGEMENT LLC 550.03%0.04%0.05%Q2 2015Q2 20165
Laurion Capital Management LP 210.00%0.02%0.04%Q1 2016Q3 20185
LINCOLN NATIONAL CORP 440.00%0.00%0.00%Q1 2021Q4 20214
HIGH POINT BANK & TRUST CO 440.01%0.01%0.01%Q2 2013Q1 20144
BLACKROCK ADVISORS LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Investors Research Corp 440.00%0.00%0.00%Q1 2019Q4 20194
FNY Investment Advisers, LLC 310.02%0.02%0.02%Q1 2019Q1 20214
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q3 2015Q4 20174
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.00%0.01%Q2 2013Q1 20144
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q3 2020Q3 20234
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2015Q1 20174
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2014Q3 20233
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q1 20233
Astoria Portfolio Advisors LLC. 330.02%0.02%0.02%Q4 2022Q2 20233
FMR LLC 110.00%0.00%0.00%Q4 2018Q1 20223
SHEPHERD KAPLAN KROCHUK, LLC 330.08%0.09%0.10%Q1 2019Q3 20193
Cetera Investment Advisers 330.00%0.00%0.00%Q4 2020Q2 20213
INVESTMENT CENTERS OF AMERICA INC 210.00%0.00%0.00%Q1 2016Q1 20173
HRT FINANCIAL LP 110.00%0.00%0.00%Q4 2019Q3 20233
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q1 20233
SEARLE & CO. 330.01%0.01%0.01%Q4 2014Q2 20153
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q3 2017Q3 20183
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
Financial Architects, Inc 330.00%0.00%0.00%Q1 2019Q3 20193
Sowell Financial Services LLC 330.01%0.01%0.01%Q2 2017Q4 20173
Ionic Capital Management LLC 220.00%0.01%0.01%Q2 2015Q3 20152
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2015Q1 20212
PT ASSET MANAGEMENT, LLC 221.01%1.04%1.07%Q4 2014Q1 20152
Paragon Capital Management LLC 220.02%0.02%0.02%Q1 2022Q2 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
CreativeOne Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cascadia Advisory Services, LLC 110.01%0.01%0.01%Q4 2019Q2 20202
CLOUGH CAPITAL PARTNERS L P 220.01%0.01%0.02%Q1 2017Q2 20172
ROBINSON CAPITAL MANAGEMENT, LLC 220.28%0.34%0.41%Q1 2014Q2 20142
Walleye Capital LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PINNACLE ASSOCIATES LTD 220.00%0.00%0.00%Q2 2023Q3 20232
Stellar Capital Management, LLC 220.12%0.13%0.13%Q4 2013Q1 20142
Weiss Asset Management LP 110.01%0.02%0.03%Q4 2013Q4 20182
Spire Wealth Management 220.00%0.00%0.00%Q1 2021Q2 20212
IHT Wealth Management, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
ALTFEST L J & CO INC 221.66%1.67%1.68%Q1 2015Q2 20152
Matisse Capital 110.02%0.03%0.04%Q4 2015Q3 20202
Stratos Wealth Advisors, LLC 220.04%0.05%0.06%Q1 2019Q2 20192
CTC Alternative Strategies, Ltd. 220.03%0.03%0.04%Q4 2013Q1 20142
OPPENHEIMER & CO INC 220.00%0.00%0.00%Q3 2019Q4 20192
DRW Securities, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Providence Wealth Advisors, LLC 110.08%0.08%0.08%Q2 2018Q2 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
Cordasco Financial Network 110.01%0.01%0.01%Q4 2013Q4 20131
STERNE AGEE GROUP, INC. 110.03%0.03%0.03%Q2 2013Q2 20131
Archer Investment Corp 110.00%0.00%0.00%Q2 2021Q2 20211
N.E.W. Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Lyons Wealth Management, LLC. 110.16%0.16%0.16%Q4 2016Q4 20161
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
QCM Cayman, Ltd. 110.63%0.63%0.63%Q2 2017Q2 20171
Maryland Capital Management 110.01%0.01%0.01%Q3 2016Q3 20161
RBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
LEVEL FOUR ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2017Q4 20171
TFS CAPITAL LLC 110.01%0.01%0.01%Q2 2015Q2 20151
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q2 2022Q2 20221
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Price Capital Management, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Alpha Cubed Investments, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TradeLink Global Equity LLC 110.13%0.13%0.13%Q4 2014Q4 20141
Cetera Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Lloyd Park, LLC 110.14%0.14%0.14%Q2 2022Q2 20221
MARINER INVESTMENT GROUP LLC 110.04%0.04%0.04%Q4 2014Q4 20141
JET CAPITAL INVESTORS L P 111.93%1.93%1.93%Q3 2015Q3 20151
WHITE PINE CAPITAL LLC 110.02%0.02%0.02%Q4 2014Q4 20141
CWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Geneva Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
External links

This page lists all the filers that currently own CREDIT SUISSE ASSET MGMT INC or have owned CREDIT SUISSE ASSET MGMT INC in the past.