Purchases and Sales Made in Q1 2023 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.8K+ 157.65% |
$499K - $615K
|
25.8K
$1.24M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
15.7KNew |
$496K - $612K
|
15.7K
$753K
|
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
15.4KNew |
$487K - $600K
|
15.4K
$739K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13.9KNew |
$439K - $541K
|
13.9K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$403K - $497K
|
12.7K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$400K - $494K
|
12.7K
$607K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.3K+ 65.38% |
$388K - $478K
|
31K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$384K - $474K
|
12.1K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 21.55% |
$364K - $449K
|
64.8K
$3.11M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
11.2KNew |
$355K - $437K
|
11.2K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
10.6K+ 122.54% |
$335K - $414K
|
19.3K
$924K
|
|
|
May 16, 2023
Q1 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
10.5KNew |
$332K - $410K
|
10.5K
$504K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$332K - $410K
|
10.5K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.1K+ 52.48% |
$320K - $395K
|
29.4K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.82K+ 66.17% |
$311K - $383K
|
24.7K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.66KNew |
$306K - $377K
|
9.66K
$464K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.1KNew |
$288K - $355K
|
9.1K
$437K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
9.1KNew |
$288K - $355K
|
9.1K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.47K+ 13.85% |
$268K - $331K
|
69.6K
$3.34M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.4KNew |
$266K - $328K
|
8.4K
$404K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.37K+ 38.36% |
$265K - $327K
|
30.2K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.23KNew |
$260K - $321K
|
8.23K
$395K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.16K+ 33.69% |
$258K - $318K
|
32.4K
$1.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.71KNew |
$244K - $301K
|
7.71K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
7.64KNew |
$242K - $298K
|
7.64K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.05KNew |
$223K - $275K
|
7.05K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.76K+ 13.12% |
$214K - $264K
|
58.3K
$2.8M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.69K+ 36.71% |
$212K - $261K
|
24.9K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.6KNew |
$209K - $258K
|
6.6K
$317K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
6.45K+ 84.11% |
$204K - $252K
|
14.1K
$678K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.15KNew |
$194K - $240K
|
6.15K
$295K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.15KNew |
$194K - $240K
|
6.15K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.09K+ 82.87% |
$193K - $238K
|
13.4K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6.01KNew |
$190K - $235K
|
6.01K
$289K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
5.89KNew |
$186K - $230K
|
5.89K
$283K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.87K+ 62.22% |
$186K - $229K
|
15.3K
$735K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.38K+ 12.63% |
$170K - $210K
|
48K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.22KNew |
$165K - $204K
|
5.22K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.96K+ 11.09% |
$157K - $194K
|
49.7K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.93K+ 12.02% |
$156K - $192K
|
45.9K
$2.2M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.84K+ 5.56% |
$153K - $189K
|
91.9K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.1K+ 13.67% |
$130K - $160K
|
34.1K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.98K+ 59.29% |
$126K - $155K
|
10.7K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.73K+ 48.45% |
$118K - $146K
|
11.4K
$549K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.72K+ 10.85% |
$118K - $145K
|
38K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.65K+ 22.86% |
$115K - $142K
|
19.6K
$941K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
3.64K+ 3.28% |
$115K - $142K
|
115K
$5.5M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
3.59K+ 77.95% |
$114K - $140K
|
8.2K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.36K+ 3.65% |
$106K - $131K
|
95.5K
$4.58M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.28K+ 11.98% |
$104K - $128K
|
30.7K
$1.47M
|