Dougherty Wealth Advisers LLC Hsbc Holdings PLC Transaction History
Dougherty Wealth Advisers LLC
- $125 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding HSBC
# of Institutions
478Shares Held
52.8MCall Options Held
2.49MPut Options Held
1.57M-
Dimensional Fund Advisors LP Austin, TX10.7MShares$518 Million0.12% of portfolio
-
Morgan Stanley New York, NY6.37MShares$310 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.79MShares$233 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$163 Million0.01% of portfolio
-
Mediolanum International Funds LTD Dublin 1, L23.1MShares$151 Million0.39% of portfolio
About HSBC HOLDINGS PLC
- Ticker HSBC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,993,609,984
- Market Cap $194B
- 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...