Cary Street Partners Investment Advisory LLC Hsbc Holdings PLC Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$24.91 - $31.2 $7,024 - $8,798	282 New	282 $8,000
Q4 2020 Feb 12, 2021	SELL	$19.23 - $28.37 $7,211 - $10,638	-375 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$18.11 - $25.64 $6,791 - $9,615	375 New	375 $7,000

Others Institutions Holding HSBC

# of Institutions

477

Shares Held

52.7M

Call Options Held

2.49M

Put Options Held

1.57M

Dimensional Fund Advisors LP Austin, TX

10.7M
Shares

$526 Million
0.12% of portfolio
Morgan Stanley New York, NY

6.37M
Shares

$315 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.79M
Shares

$236 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$166 Million
0.01% of portfolio
Mediolanum International Funds LTD Dublin 1, L2

3.1M
Shares

$153 Million
0.39% of portfolio

View Full List

About HSBC HOLDINGS PLC

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $197B
Description
HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...

More about HSBC

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