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 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
71+ 28.06% |
$2.16K - $2.72K
|
324
$16K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
61+ 6.5% |
$1.86K - $2.33K
|
999
$49.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
55New |
$1.67K - $2.1K
|
55
$2.71K
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
53+ 0.18% |
$1.61K - $2.03K
|
28.8K
$1.42M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
43New |
$1.31K - $1.64K
|
43
$2.12K
|
|
|
Apr 12, 2022
Q1 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25+ 0.78% |
$761 - $956
|
3.24K
$160K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
25New |
$761 - $956
|
25
$1.23K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11New |
$335 - $421
|
11
$543
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
9New |
$274 - $344
|
9
$444
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
6+ 9.68% |
$183 - $230
|
68
$3.36K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.06% |
$122 - $153
|
6.7K
$330K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2New |
$60.9 - $76.5
|
2
$98.7
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1Closed |
$30.5 - $38.3
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 1.11% |
$30.5 - $38.3
|
89
$4.39K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-9- 5.23% |
$274 - $344
|
163
$8.04K
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-11- 0.1% |
$335 - $421
|
11K
$541K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-17Closed |
$518 - $650
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 0.4% |
$548 - $689
|
4.47K
$221K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20Closed |
$609 - $765
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-21Closed |
$639 - $803
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36- 0.51% |
$1.1K - $1.38K
|
7K
$345K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 3.76% |
$1.1K - $1.38K
|
922
$45.5K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-50- 0.66% |
$1.52K - $1.91K
|
7.58K
$374K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-51Closed |
$1.55K - $1.95K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-58- 0.79% |
$1.77K - $2.22K
|
7.27K
$359K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-58- 27.88% |
$1.77K - $2.22K
|
150
$7.4K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$2.19K - $2.75K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-100Closed |
$3.05K - $3.83K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 1.3% |
$3.05K - $3.83K
|
7.59K
$375K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-101- 50.25% |
$3.08K - $3.86K
|
100
$4.94K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-121- 1.41% |
$3.68K - $4.63K
|
8.46K
$418K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-149- 50.17% |
$4.54K - $5.7K
|
148
$7.3K
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-170- 0.43% |
$5.18K - $6.5K
|
39.3K
$1.94M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-171- 77.73% |
$5.21K - $6.54K
|
49
$2.42K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-226Closed |
$6.88K - $8.64K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-230Closed |
$7K - $8.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-266Closed |
$8.1K - $10.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-273Closed |
$8.31K - $10.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-300Closed |
$9.14K - $11.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-349- 2.29% |
$10.6K - $13.3K
|
14.9K
$734K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-431- 2.16% |
$13.1K - $16.5K
|
19.6K
$965K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-450Closed |
$13.7K - $17.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-481- 4.79% |
$14.6K - $18.4K
|
9.57K
$472K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$15.2K - $19.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-544- 6.81% |
$16.6K - $20.8K
|
7.45K
$368K
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-600- 1.6% |
$18.3K - $23K
|
36.8K
$1.82M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-810- 7.54% |
$24.7K - $31K
|
9.93K
$490K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-900- 10.4% |
$27.4K - $34.4K
|
7.75K
$382K
|