United Capital Financial Advisers, LLC Hsbc Holdings PLC Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 22,987 shares of HSBC stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,987
Previous 23,157 0.73%
Holding current value
$1.06 Million
Previous $1.01 Million 3.08%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$40.42 - $45.91 $6,871 - $7,804
-170 Reduced 0.73%
22,987 $1.04 Million
Q2 2024

Aug 14, 2024
BUY
$39.31 - $45.4 $21,817 - $25,197
555 Added 2.46%
23,157 $1.01 Million
Q1 2024

May 15, 2024
SELL
$37.13 - $41.43 $182,976 - $204,167
-4,928 Reduced 17.9%
22,602 $889,000
Q4 2023

Feb 14, 2024
BUY
$36.02 - $40.83 $991,630 - $1.12 Million
27,530 New
27,530 $1.12 Million
Q1 2020

May 15, 2020
SELL
$28.01 - $39.37 $602,018 - $846,179
-21,493 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$36.33 - $39.52 $2.68 Million - $2.92 Million
-73,773 Reduced 77.44%
21,493 $840,000
Q3 2019

Nov 14, 2019
SELL
$35.53 - $42.1 $1.53 Million - $1.82 Million
-43,161 Reduced 31.18%
95,266 $3.65 Million
Q2 2019

Aug 13, 2019
BUY
$40.64 - $44.7 $487,923 - $536,668
12,006 Added 9.5%
138,427 $5.78 Million
Q1 2019

May 14, 2019
SELL
$40.42 - $42.8 $174,573 - $184,853
-4,319 Reduced 3.3%
126,421 $5.13 Million
Q4 2018

Feb 14, 2019
BUY
$38.57 - $44.2 $563,430 - $645,673
14,608 Added 12.58%
130,740 $5.38 Million
Q3 2018

Nov 14, 2018
SELL
$42.81 - $48.5 $112,547 - $127,506
-2,629 Reduced 2.21%
116,132 $5.11 Million
Q2 2018

Aug 14, 2018
BUY
$46.57 - $50.51 $318,957 - $345,942
6,849 Added 6.12%
118,761 $5.58 Million
Q1 2018

May 15, 2018
BUY
$47.3 - $55.62 $225,100 - $264,695
4,759 Added 4.44%
111,912 $5.34 Million
Q4 2017

Feb 13, 2018
BUY
$48.05 - $51.66 $381,757 - $410,438
7,945 Added 8.01%
107,153 $5.53 Million
Q3 2017

Nov 14, 2017
BUY
$47.21 - $50.8 $311,538 - $335,229
6,599 Added 7.13%
99,208 $4.9 Million
Q2 2017

Aug 14, 2017
BUY
N/A
92,609
92,609 $4.3 Million

Others Institutions Holding HSBC

# of Institutions
476
Shares Held
52.8M
Call Options Held
2.49M
Put Options Held
1.57M
View Full List

About HSBC HOLDINGS PLC

HSBC Quotes by TradingView
  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $185B
  • 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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