Credit Suisse High Yield Credit Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| INVESCO LTD. | 02/19/2026 | 989.75 K | $1.98 M | -4.93% | 0.96% |
| MORGAN STANLEY | 02/13/2026 | 949.09 K | $1.90 M | -32.25% | 0.92% |
| LPL FINANCIAL LLC | 02/11/2026 | 764.11 K | $1.53 M | -5.56% | 0.74% |
| FIERA CAPITAL CORP | 02/11/2026 | 611.98 K | $1.22 M | 47.28% | 0.59% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 608.26 K | $1.22 M | 17.50% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 562.18 K | $1.12 M | 2.56% | 0.54% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 493.45 K | $987.00 K | 2.91% | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 415.83 K | $831.65 K | 522.27% | 0.40% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 244.30 K | $489.00 K | -60.72% | 0.24% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 150.03 K | $300.00 K | 5.63% | 0.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 133.51 K | $267.00 K | -0.40% | 0.13% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 124.40 K | $248.81 K | 0.73% | 0.12% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 02/09/2026 | 110.90 K | $221.80 K | 0.00% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 109.15 K | $218.31 K | -42.64% | 0.11% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 96.65 K | $193.31 K | -2.63% | 0.09% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 01/28/2026 | 96.34 K | $192.67 K | 0.00% | 0.09% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 78.74 K | $157.48 K | 0.02% | 0.08% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 73.42 K | $146.83 K | 34.60% | 0.07% |
| CREATIVE PLANNING | 02/17/2026 | 71.38 K | $142.75 K | -1.38% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 61.40 K | $122.79 K | 2.33% | 0.06% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 52.87 K | $105.75 K | 100.00% | 0.05% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 51.56 K | $103.11 K | 9.56% | 0.05% |
| FIRST WESTERN TRUST BANK | 02/12/2026 | 50.00 K | $100.00 K | 0.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 48.50 K | $97.00 K | -34.15% | 0.05% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 43.68 K | $87.36 K | 31.96% | 0.04% |
| INTEGRATED ADVISORS NETWORK LLC | 02/17/2026 | 42.45 K | $84.91 K | -15.23% | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 42.37 K | $84.75 K | 17.71% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 42.17 K | $84.34 K | 1,273.62% | 0.04% |
| BROOKWOOD INVESTMENT GROUP LLC | 01/22/2026 | 40.09 K | $80.19 K | -8.72% | 0.04% |
| COLONY GROUP, LLC | 02/13/2026 | 40.00 K | $80.00 K | 100.00% | 0.04% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 38.63 K | $77.27 K | 100.00% | 0.04% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 37.14 K | $74.27 K | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 35.40 K | $70.80 K | 0.00% | 0.03% |
| ALPHA CUBED INVESTMENTS, LLC | 02/03/2026 | 35.00 K | $70.00 K | 0.00% | 0.03% |
| MARINER, LLC | 02/13/2026 | 34.05 K | $68.11 K | -3.56% | 0.03% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 33.94 K | $67.87 K | -0.07% | 0.03% |
| 02/09/2026 | 26.50 K | $53.00 K | 24.88% | 0.03% | |
| 02/13/2026 | 26.26 K | $52.52 K | 100.00% | 0.03% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 25.89 K | $52.03 K | 1.14% | 0.03% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 25.62 K | $51.23 K | 100.00% | 0.02% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 25.36 K | $50.73 K | 0.00% | 0.02% |
| OPPENHEIMER & CO INC | 02/02/2026 | 25.00 K | $50.00 K | -1.01% | 0.02% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 23.76 K | $47.51 K | 6.92% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 23.56 K | $47.12 K | 0.00% | 0.02% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 22.63 K | $45.26 K | 0.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 22.43 K | $44.85 K | 0.00% | 0.02% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 20.01 K | $40.01 K | -33.33% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 20.00 K | $40.00 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 20.00 K | $40.00 K | 100.00% | 0.02% |
| CITADEL ADVISORS LLC | 02/17/2026 | 19.95 K | $39.90 K | 100.00% | 0.02% |
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Credit Suisse High Yield Credit Fund institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of Credit Suisse High Yield Credit Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 583,794
PARK AVENUE SECURITIES LLC: 513,395
COMMONWEALTH EQUITY SERVICES, LLC: 396,620
WOLVERINE ASSET MANAGEMENT LLC: 372,931
Janney Montgomery Scott LLC: 158,866
Collaborative Wealth Managment Inc.: 110,898
7.64% of Credit Suisse High Yield Credit Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.90 M shares in the last 24 months. This purchase volume represents approximately $18.41 M in transactions.