Loring Wolcott & Coolidge Fiduciary Advisors LLP Hsbc Holdings PLC Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$24.53 - $29.18 $8,045 - $9,571	-328 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$28.62 - $32.38 $9,387 - $10,620	328 New	328 $9,000
Q1 2021 Apr 14, 2021	SELL	$25.74 - $31.42 $11,222 - $13,699	-436 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$19.23 - $28.37 $8,384 - $12,369	436 New	436 $11,000

Others Institutions Holding HSBC

# of Institutions

478

Shares Held

52.8M

Call Options Held

2.49M

Put Options Held

1.57M

Dimensional Fund Advisors LP Austin, TX

10.7M
Shares

$527 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

$237 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 $198B
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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