Credit Suisse X-Links Gold Shares Covered Call ETN (GLDI) Institutional Ownership

$153.04
+1.19 (+0.78%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Credit Suisse X-Links Gold Shares Covered Call ETN (NASDAQ:GLDI)

Current
Institutional Ownership
Percentage
36.97%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$10.09M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.08M
Get GLDI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Credit Suisse X-Links Gold Shares Covered Call ETN stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GLDI Institutional Buying and Selling by Quarter

Credit Suisse X-Links Gold Shares Covered Call ETN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 B. Riley Wealth Advisors Inc.2,100$314K0.0%+10.5%0.525%
4/16/2024 Weaver Consulting Group1,846$276K0.1%-8.1%0.462%
3/15/2024 B. Riley Wealth Advisors Inc.1,900$275K0.0%-9.5%0.475%
2/26/2024Virtu Financial LLC3,568$517K0.0%-27.9%0.892%
2/13/2024 Belpointe Asset Management LLC6,348$919K0.1%-40.3%1.587%
2/9/2024 CreativeOne Wealth LLC3,790$549K0.0%+125.9%0.948%
2/7/2024 Principal Securities Inc.412$60K0.0%N/A0.103%
1/25/2024 International Assets Investment Management LLC32,589$4.72M0.0%N/A8.147%
1/24/2024 International Assets Investment Management LLC32,589$4.72M0.0%N/A8.147%
12/1/2023 B. Riley Wealth Advisors Inc.2,100$281K0.0%+10.5%0.525%
11/16/2023 Belpointe Asset Management LLC10,636$1.43M0.1%-46.0%2.659%
10/27/2023 Carmel Capital Partners LLC252$34K0.0%-54.3%0.063%
10/17/2023 CreativeOne Wealth LLC1,678$225K0.0%N/A0.420%
10/13/2023 Weaver Consulting Group2,008$269K0.1%-14.7%0.502%
7/31/2023 LPL Financial LLC7,131$997K0.0%-9.4%1.783%
7/27/2023Virtu Financial LLC3,931$550K0.0%-56.1%0.983%
7/19/2023 Weaver Consulting Group2,353$329K0.1%-23.2%0.588%
5/16/2023 Belpointe Asset Management LLC51,167$7.56M0.4%+2.2%12.792%
5/9/2023 Wedbush Securities Inc.6,528$965K0.0%+84.7%1.632%
5/1/2023Virtu Financial LLC8,955$1.32M0.1%-19.5%2.239%
4/25/2023QP Wealth Management LLC2,115$313K0.5%+9.6%0.529%
3/6/2023 OLD Mission Capital LLC7,606$1.12M0.0%-6.2%1.902%
2/8/2023 Belpointe Asset Management LLC50,066$7.36M0.4%N/A12.517%
2/7/2023 LPL Financial LLC8,344$1.23M0.0%-64.9%2.086%
2/7/2023 Envestnet Asset Management Inc.6,656$979K0.0%N/A1.664%
1/31/2023 Wedbush Securities Inc.3,535$520K0.0%N/A0.884%
1/17/2023QP Wealth Management LLC1,930$284K0.4%N/A0.483%
1/9/2023 Weaver Consulting Group3,021$444K0.2%-19.2%0.755%
11/23/2022 Toroso Investments LLC4,052$579K0.0%-95.0%1.013%
11/16/2022 Kingsview Wealth Management LLC12,117$1.73M0.1%N/A3.029%
11/14/2022 OLD Mission Capital LLC8,105$1.16M0.0%-91.5%2.026%
11/10/2022 Credit Suisse AG9,681$1.38M0.0%-95.0%2.420%
11/7/2022Virtu Financial LLC13,657$1.95M0.2%-86.4%3.414%
10/26/2022 Nelson Van Denburg & Campbell Wealth Management Group LLC200$28K0.0%-95.0%0.050%
10/25/2022 Janney Montgomery Scott LLC10,555$1.51M0.0%-94.5%2.639%
10/21/2022 Vanguard Capital Wealth Advisors2,050$293K0.4%-96.7%0.513%
10/20/2022 Gladstone Institutional Advisory LLC4,110$587K0.0%-94.6%1.028%
10/17/2022 3EDGE Asset Management LP7,804$1.12M0.1%N/A1.951%
10/13/2022 FSC Wealth Advisors LLC328$47K0.5%-95.8%0.082%
10/4/2022 Weaver Consulting Group3,741$534K0.3%-94.3%0.935%
A new way to collect income from stocks (Ad)

Most people think of BUYING options when they talk about options. It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time. The problem is - they don’t always pay off when you buy them. In fact, a contributing writer at the Financial Post studied options extensively…

Click here to see me place one of these trades LIVE on camera.
9/9/2022B. Riley Wealth Management Inc.10,000$78K0.0%N/A0.126%
8/13/2022Virtu Financial LLC100,321$785K0.1%N/A1.263%
8/13/2022 Visionary Wealth Advisors11,600$91K0.0%N/A0.146%
8/5/2022 OLD Mission Capital LLC95,217$745K0.0%+8.7%1.199%
8/4/2022 Vanguard Capital Wealth Advisors62,355$487K0.6%-10.7%0.785%
8/4/2022 Cavalier Investments LLC1,232,543$9.64M3.4%+7.8%15.523%
8/3/2022 Janney Montgomery Scott LLC190,859$1.50M0.0%+10.8%2.404%
8/2/2022 Cornerstone Advisory LLC41,474$324K0.1%N/A0.522%
7/27/2022 Dynamic Advisor Solutions LLC58,850$460K0.0%-10.8%0.741%
7/21/2022 Wedbush Securities Inc.220,209$1.72M0.1%-4.8%2.773%
7/15/2022 FSC Wealth Advisors LLC7,767$61K0.5%-27.0%0.098%
7/13/2022 Rockland Trust Co.48,578$380K0.0%-46.0%0.612%
5/9/2022 FSC Wealth Advisors LLC10,643$91K0.1%+53.6%0.134%
5/6/2022 Weaver Consulting Group64,768$552K0.3%+18.0%0.816%
5/4/2022 Advisor Group Holdings Inc.204,618$1.74M0.0%N/A2.577%
5/4/2022 Cavalier Investments LLC1,143,361$9.73M2.5%+52.5%14.400%
5/4/2022 Gladstone Institutional Advisory LLC78,077$665K0.0%+7.5%0.983%
4/29/2022 Vanguard Capital Wealth Advisors69,855$595K0.4%-16.2%0.880%
4/19/2022 Wedbush Securities Inc.231,357$1.97M0.1%N/A2.914%
4/18/2022 Rockland Trust Co.89,913$766K0.0%-26.3%1.132%
4/11/2022 Dynamic Advisor Solutions LLC65,950$562K0.0%-1.9%0.831%
2/10/2022 OLD Mission Capital LLC217,932$1.84M0.1%N/A2.745%
2/9/2022 Geneos Wealth Management Inc.16,930$143K0.0%+69.3%0.213%
2/2/2022 Vanguard Capital Wealth Advisors83,347$705K0.5%-4.9%1.050%
2/2/2022 Cavalier Investments LLC749,776$6.34M1.6%+206.0%9.443%
2/1/2022 Weaver Consulting Group54,890$464K0.2%-30.9%0.691%
1/31/2022 Carmel Capital Partners LLC10,840$92K0.1%N/A0.137%
1/27/2022 Rockland Trust Co.122,010$1.03M0.1%-1.5%1.537%
1/27/2022 Janney Montgomery Scott LLC177,923$1.51M0.0%+25.4%2.241%
1/26/2022 Dynamic Advisor Solutions LLC67,250$569K0.0%+2.3%0.847%
11/16/2021 Toroso Investments LLC46,024$384K0.0%-6.3%0.580%
11/16/2021 LPL Financial LLC199,551$1.67M0.0%+35.3%2.513%
11/15/2021 Royal Bank of Canada239,006$2.00M0.0%-8.4%3.010%
11/2/2021 Nelson Van Denburg & Campbell Wealth Management Group LLC4,000$33K0.0%+166.7%0.050%
11/2/2021 Cavalier Investments LLC245,000$2.05M0.6%+22.5%3.086%
11/1/2021 Vanguard Capital Wealth Advisors87,660$732K0.5%N/A1.104%
10/29/2021 Janney Montgomery Scott LLC141,895$1.18M0.0%-2.2%1.787%
10/28/2021 Weaver Consulting Group79,435$663K0.4%+30.4%1.000%
10/25/2021 Rockland Trust Co.123,831$1.03M0.1%N/A1.560%
8/16/2021 Royal Bank of Canada261,040$2.23M0.0%+6.4%3.288%
8/13/2021 OLD Mission Capital LLC79,201$677K0.0%N/A0.997%
8/13/2021 Toroso Investments LLC49,128$420K0.0%+2.7%0.619%
8/13/2021 LPL Financial LLC147,519$1.26M0.0%+95.9%1.858%
8/12/2021 Advisory Services Network LLC19,461$166K0.0%+15.7%0.245%
8/10/2021 Dynamic Advisor Solutions LLC66,500$569K0.0%+46.2%0.838%
8/10/2021 DCM Advisors LLC68,400$585K0.3%+14.0%0.861%
7/31/2021 Wedbush Securities Inc.111,985$957K0.0%N/A1.410%
6/5/2021 Advisory Services Network LLC16,822$147K0.0%+293.8%0.212%
5/24/2021 Kingsview Wealth Management LLC82,291$725K0.0%+149.8%1.036%
5/19/2021Virtu Financial LLC26,636$232K0.0%N/A0.335%
Your $200 account credit is about to expire (Ad)

Update to MarketBeat All Access and Save $200 on Your Annual Subscription.

Start Your Risk-Free Trial Here
5/13/2021 Cavalier Investments LLC200,000$1.74M0.8%-21.6%2.519%
5/12/2021 UBS Group AG69,568$606K0.0%-18.6%0.876%
4/27/2021 Janney Montgomery Scott LLC133,766$1.17M0.0%+48.6%1.685%
4/27/2021 Dynamic Advisor Solutions LLC45,500$396K0.0%+99.1%0.573%
4/7/2021 Weaver Consulting Group60,403$526K0.3%+72.1%0.761%
2/16/2021 Kingsview Wealth Management LLC32,939$320K0.0%-27.7%0.620%
2/12/2021 LPL Financial LLC41,709$405K0.0%+14.3%0.784%
2/12/2021 Cavalier Investments LLC255,000$2.47M1.1%N/A4.796%
2/9/2021 Advisory Services Network LLC4,272$41K0.0%N/A0.080%
2/3/2021 Dynamic Advisor Solutions LLC22,850$222K0.0%+18.0%0.430%
(Data available from 1/1/2016 forward)

GLDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GLDI shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Credit Suisse X-Links Gold Shares Covered Call ETN. The most heavily invested institutionals were Cavalier Investments LLC ($9.64M), International Assets Investment Management LLC ($4.72M), Kingsview Wealth Management LLC ($1.73M), Janney Montgomery Scott LLC ($1.51M), Credit Suisse AG ($1.38M), OLD Mission Capital LLC ($1.12M), and 3EDGE Asset Management LP ($1.12M).Learn more on GLDI's institutional investors.

What percentage of Credit Suisse X-Links Gold Shares Covered Call ETN stock is owned by institutional investors?

36.97% of Credit Suisse X-Links Gold Shares Covered Call ETN stock is owned by institutional investors. Learn more on GLDI's institutional investor holdings.

Which institutional investors have been buying Credit Suisse X-Links Gold Shares Covered Call ETN stock?

Of the 17 institutional investors that purchased Credit Suisse X-Links Gold Shares Covered Call ETN stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtu Financial LLC ($100.32K), Cavalier Investments LLC ($89.18K), International Assets Investment Management LLC ($65.18K), Belpointe Asset Management LLC ($51.17K), Cornerstone Advisory LLC ($41.47K), Janney Montgomery Scott LLC ($18.60K), and Kingsview Wealth Management LLC ($12.12K).

How much institutional buying is happening at Credit Suisse X-Links Gold Shares Covered Call ETN?

Institutional investors have bought a total of 434,987 shares in the last 24 months. This purchase volume represents approximately $122.55M in transactions.

Which Credit Suisse X-Links Gold Shares Covered Call ETN major shareholders have been selling company stock?

Of the 17 institutional investors that sold Credit Suisse X-Links Gold Shares Covered Call ETN stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Credit Suisse AG ($183.96K), Janney Montgomery Scott LLC ($180.30K), Virtu Financial LLC ($95.24K), OLD Mission Capital LLC ($87.61K), Toroso Investments LLC ($77.14K), Gladstone Institutional Advisory LLC ($71.66K), and Vanguard Capital Wealth Advisors ($67.81K).

How much institutional selling is happening at Credit Suisse X-Links Gold Shares Covered Call ETN?

Institutional investors have sold a total of 931,170 shares in the last 24 months. This volume of shares sold represents approximately $264.79M in transactions.


This page (NASDAQ:GLDI) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners