Purchases and Sales Made in Q1 2022 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q1 2022. The information is specifically focused on institutions that hold shares of HSBC HOLDINGS PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.14K+ 24.67% |
$65K - $81.7K
|
10.8K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.85K+ 19.38% |
$56.2K - $70.6K
|
11.4K
$583K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.84K+ 21.92% |
$56K - $70.3K
|
10.2K
$525K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 116.69% |
$54.3K - $68.2K
|
3.31K
$170K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.57K+ 1.59% |
$47.7K - $59.9K
|
100K
$5.14M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.21K+ 40.43% |
$36.7K - $46.1K
|
4.19K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.16K+ 5.71% |
$35.4K - $44.5K
|
21.5K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 12.29% |
$35K - $43.9K
|
10.5K
$538K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.11K+ 5.88% |
$33.7K - $42.3K
|
19.9K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.09K+ 3.55% |
$33.1K - $41.6K
|
31.7K
$1.63M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03K+ 73.3% |
$31.3K - $39.3K
|
2.43K
$125K
|
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.02K+ 4.47% |
$31.2K - $39.2K
|
23.9K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$30.5K - $38.3K
|
1K
$51.3K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
928+ 49.41% |
$28.3K - $35.5K
|
2.81K
$144K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
915+ 2.64% |
$27.9K - $35K
|
35.6K
$1.83M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
902+ 5.8% |
$27.5K - $34.5K
|
16.5K
$844K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
884+ 841.9% |
$26.9K - $33.8K
|
989
$50.7K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
821+ 352.36% |
$25K - $31.4K
|
1.05K
$54.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
791+ 4.34% |
$24.1K - $30.3K
|
19K
$975K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
720+ 1.8% |
$21.9K - $27.5K
|
40.7K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
619+ 60.45% |
$18.8K - $23.7K
|
1.64K
$84.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
583+ 5.36% |
$17.8K - $22.3K
|
11.5K
$588K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
576+ 3.05% |
$17.5K - $22K
|
19.4K
$997K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
575+ 229.08% |
$17.5K - $22K
|
826
$42.4K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
544+ 3.69% |
$16.6K - $20.8K
|
15.3K
$783K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
464New |
$14.1K - $17.7K
|
464
$23.8K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
463+ 5.69% |
$14.1K - $17.7K
|
8.6K
$441K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
437+ 44.77% |
$13.3K - $16.7K
|
1.41K
$72.5K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
428+ 5.67% |
$13K - $16.4K
|
7.97K
$409K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
419+ 0.66% |
$12.8K - $16K
|
63.9K
$3.28M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
410+ 0.6% |
$12.5K - $15.7K
|
68.6K
$3.52M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
388+ 3.87% |
$11.8K - $14.8K
|
10.4K
$535K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
370+ 4.12% |
$11.3K - $14.2K
|
9.35K
$479K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
352New |
$10.7K - $13.5K
|
352
$18.1K
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
343New |
$10.4K - $13.1K
|
343
$17.6K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
254New |
$7.73K - $9.72K
|
254
$13K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
247+ 27.35% |
$7.52K - $9.45K
|
1.15K
$59K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
245+ 30.63% |
$7.46K - $9.37K
|
1.05K
$53.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
194+ 0.3% |
$5.91K - $7.42K
|
65.7K
$3.37M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
186+ 9.03% |
$5.66K - $7.11K
|
2.25K
$115K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
175New |
$5.33K - $6.69K
|
175
$8.98K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
141New |
$4.29K - $5.39K
|
141
$7.23K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
136New |
$4.14K - $5.2K
|
136
$6.98K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
130+ 7.49% |
$3.96K - $4.97K
|
1.87K
$95.7K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
115+ 4.26% |
$3.5K - $4.4K
|
2.82K
$144K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
100New |
$3.05K - $3.83K
|
100
$5.13K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
89+ 3.96% |
$2.71K - $3.4K
|
2.34K
$120K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 356.0% |
$2.71K - $3.4K
|
114
$5.85K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
89+ 6.5% |
$2.71K - $3.4K
|
1.46K
$74.8K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
74New |
$2.25K - $2.83K
|
74
$3.8K
|