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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.04K+ 35.74% |
$96.2K - $119K
|
11.5K
$554K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
2.91K+ 12.6% |
$92K - $113K
|
26K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.77K+ 5.3% |
$87.6K - $108K
|
55K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.67K+ 356.61% |
$84.5K - $104K
|
3.42K
$164K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.5K+ 2500.0% |
$79.1K - $97.6K
|
2.6K
$125K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.34K+ 55.93% |
$73.9K - $91.2K
|
6.51K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.25K+ 13.67% |
$71.1K - $87.8K
|
18.7K
$897K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.24K+ 13.98% |
$70.8K - $87.3K
|
18.2K
$876K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.11K+ 20.16% |
$66.7K - $82.3K
|
12.6K
$603K
|
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2KNew |
$63.3K - $78.1K
|
2K
$96K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.98K+ 30.29% |
$62.6K - $77.3K
|
8.52K
$409K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 11.04% |
$62K - $76.6K
|
19.7K
$947K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.94K+ 8.26% |
$61.4K - $75.7K
|
25.4K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.86K+ 7.82% |
$58.8K - $72.5K
|
25.6K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.7K+ 3.69% |
$53.7K - $66.3K
|
47.6K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.66K+ 25.71% |
$52.4K - $64.7K
|
8.1K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 7.5% |
$51.9K - $64K
|
23.5K
$1.13M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.55K+ 1.43% |
$48.9K - $60.4K
|
110K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.45K+ 9.94% |
$45.8K - $56.6K
|
16K
$770K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 28.18% |
$45.8K - $56.5K
|
6.58K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.41K+ 2.78% |
$44.6K - $55K
|
52.1K
$2.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.37K+ 98.42% |
$43.4K - $53.6K
|
2.77K
$133K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.36K+ 7.86% |
$42.9K - $52.9K
|
18.6K
$893K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 104.63% |
$40.8K - $50.3K
|
2.52K
$121K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.24KNew |
$39.3K - $48.4K
|
1.24K
$59.6K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.18K+ 9.82% |
$37.3K - $46.1K
|
13.2K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09K+ 68.72% |
$34.6K - $42.6K
|
2.68K
$129K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.04K+ 11.02% |
$32.8K - $40.5K
|
10.4K
$502K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
990New |
$31.3K - $38.6K
|
990
$47.5K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
990+ 3.33% |
$31.3K - $38.6K
|
30.7K
$1.48M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
984+ 3.31% |
$31.1K - $38.4K
|
30.8K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
954+ 10.45% |
$30.2K - $37.2K
|
10.1K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
953+ 9.03% |
$30.2K - $37.2K
|
11.5K
$552K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
950+ 158.33% |
$30.1K - $37.1K
|
1.55K
$74.4K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
941+ 3.21% |
$29.8K - $36.7K
|
30.3K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
922+ 11.69% |
$29.2K - $36K
|
8.81K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
906+ 10.27% |
$28.7K - $35.4K
|
9.72K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
824+ 4.4% |
$26.1K - $32.2K
|
19.6K
$940K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
817+ 286.67% |
$25.8K - $31.9K
|
1.1K
$52.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
800New |
$25.3K - $31.2K
|
800
$38.4K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
799+ 2.33% |
$25.3K - $31.2K
|
35.1K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
748New |
$23.7K - $29.2K
|
748
$35.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
688New |
$21.8K - $26.9K
|
688
$33K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
678+ 12.98% |
$21.5K - $26.5K
|
5.9K
$283K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
671New |
$21.2K - $26.2K
|
671
$32.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
651+ 24.38% |
$20.6K - $25.4K
|
3.32K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
597+ 3.05% |
$18.9K - $23.3K
|
20.1K
$967K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
576+ 3.15% |
$18.2K - $22.5K
|
18.9K
$906K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
532+ 1.84% |
$16.8K - $20.8K
|
29.4K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
521+ 0.04% |
$16.5K - $20.3K
|
1.47M
$70.4M
|