A detailed history of Schechter Investment Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 14,107 shares of HSBC stock, worth $646,947. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,107
Previous 13,377 5.46%
Holding current value
$646,947
Previous $526,000 16.54%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$39.31 - $45.4 $28,696 - $33,142
730 Added 5.46%
14,107 $613,000
Q1 2024

May 06, 2024

SELL
$37.13 - $41.43 $514,621 - $574,219
-13,860 Reduced 50.89%
13,377 $526,000
Q4 2023

Jan 17, 2024

SELL
$36.02 - $40.83 $117,245 - $132,901
-3,255 Reduced 10.67%
27,237 $1.1 Million
Q3 2023

Nov 06, 2023

SELL
$36.87 - $42.21 $18,435 - $21,105
-500 Reduced 1.61%
30,492 $1.2 Million
Q2 2023

Jul 26, 2023

BUY
$34.65 - $39.62 $28,447 - $32,528
821 Added 2.72%
30,992 $1.23 Million
Q1 2023

Apr 28, 2023

BUY
$31.64 - $39.04 $264,668 - $326,569
8,365 Added 38.36%
30,171 $1.03 Million
Q4 2022

Feb 13, 2023

BUY
$24.91 - $31.2 $329,384 - $412,557
13,223 Added 154.06%
21,806 $679,000
Q3 2022

Nov 04, 2022

SELL
$6.31 - $33.44 $6,347 - $33,640
-1,006 Reduced 10.49%
8,583 $224,000
Q2 2022

Nov 03, 2022

BUY
$29.55 - $34.97 $283,354 - $335,327
9,589 New
9,589 $313,000
Q1 2022

Nov 18, 2022

SELL
$30.45 - $38.25 $3,684 - $4,628
-121 Reduced 1.41%
8,462 $290,000

Others Institutions Holding HSBC

About HSBC HOLDINGS PLC


  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $183B
  • 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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