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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
519+ 39.59% |
$16.4K - $20.3K
|
1.83K
$87.9K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
425+ 5.71% |
$13.4K - $16.6K
|
7.87K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
392New |
$12.4K - $15.3K
|
392
$18.8K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
361+ 859.52% |
$11.4K - $14.1K
|
403
$19.4K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
359New |
$11.4K - $14K
|
359
$17.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
353+ 6.33% |
$11.2K - $13.8K
|
5.93K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
330+ 27.5% |
$10.4K - $12.9K
|
1.53K
$73.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
300New |
$9.49K - $11.7K
|
300
$14.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
288+ 40.11% |
$9.11K - $11.2K
|
1.01K
$48.3K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
271+ 1.55% |
$8.57K - $10.6K
|
17.7K
$852K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
262+ 13.6% |
$8.29K - $10.2K
|
2.19K
$105K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
261New |
$8.26K - $10.2K
|
261
$12.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
259+ 0.36% |
$8.19K - $10.1K
|
72.3K
$3.47M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
254+ 2.48% |
$8.04K - $9.92K
|
10.5K
$504K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
254+ 2.48% |
$8.04K - $9.92K
|
10.5K
$504K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
240+ 0.36% |
$7.59K - $9.37K
|
67.2K
$3.23M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
235+ 1.3% |
$7.44K - $9.17K
|
18.4K
$882K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
230New |
$7.28K - $8.98K
|
230
$11K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
194+ 34.46% |
$6.14K - $7.57K
|
757
$36.4K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
187+ 5.59% |
$5.92K - $7.3K
|
3.53K
$170K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
186+ 9.5% |
$5.89K - $7.26K
|
2.14K
$103K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
159New |
$5.03K - $6.21K
|
159
$7.64K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
143New |
$4.52K - $5.58K
|
143
$6.87K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
138+ 0.37% |
$4.37K - $5.39K
|
37.2K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
132New |
$4.18K - $5.15K
|
132
$6.34K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
109+ 16.98% |
$3.45K - $4.26K
|
751
$36.1K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
108New |
$3.42K - $4.22K
|
108
$5.19K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$3.01K - $3.71K
|
95
$4.56K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 320.69% |
$2.94K - $3.63K
|
122
$5.86K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
86+ 0.44% |
$2.72K - $3.36K
|
19.7K
$944K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
83New |
$2.63K - $3.24K
|
83
$3.99K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
72+ 50.7% |
$2.28K - $2.81K
|
214
$10.3K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58+ 19.02% |
$1.84K - $2.26K
|
363
$17.4K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58New |
$1.84K - $2.26K
|
58
$2.79K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50+ 9.38% |
$1.58K - $1.95K
|
583
$28K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
47New |
$1.49K - $1.83K
|
47
$2.26K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 7.07% |
$1.49K - $1.83K
|
712
$34.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
47+ 5.78% |
$1.49K - $1.83K
|
860
$41.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45New |
$1.42K - $1.76K
|
45
$2.16K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34New |
$1.08K - $1.33K
|
34
$1.63K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 28.09% |
$791 - $976
|
114
$5.47K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
24+ 0.31% |
$759 - $937
|
7.77K
$373K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20New |
$633 - $781
|
20
$960
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13New |
$411 - $508
|
13
$624
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$380 - $468
|
12
$576
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
11+ 3.3% |
$348 - $429
|
344
$16.5K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 9.68% |
$94.9 - $117
|
34
$1.63K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.95% |
$63.3 - $78.1
|
208
$9.99K
|