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 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3- 0.01% |
$94.9 - $117
|
27.1K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6- 0.45% |
$190 - $234
|
1.34K
$64.4K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-19- 0.04% |
$601 - $742
|
45.6K
$2.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 0.63% |
$759 - $937
|
3.78K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-45- 0.25% |
$1.42K - $1.76K
|
18.1K
$867K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-75Closed |
$2.37K - $2.93K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-80- 0.4% |
$2.53K - $3.12K
|
19.9K
$955K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-80- 43.72% |
$2.53K - $3.12K
|
103
$4.95K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-81- 52.6% |
$2.56K - $3.16K
|
73
$3.51K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-102- 1.06% |
$3.23K - $3.98K
|
9.5K
$456K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-111- 7.07% |
$3.51K - $4.33K
|
1.46K
$70.1K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-130- 32.1% |
$4.11K - $5.08K
|
275
$13.2K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-173Closed |
$5.47K - $6.75K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-197- 44.47% |
$6.23K - $7.69K
|
246
$11.8K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-205- 1.69% |
$6.49K - $8K
|
11.9K
$572K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-237- 8.83% |
$7.5K - $9.25K
|
2.45K
$118K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-239- 0.56% |
$7.56K - $9.33K
|
42.8K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-250- 1.27% |
$7.91K - $9.76K
|
19.4K
$931K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-270- 3.95% |
$8.54K - $10.5K
|
6.57K
$315K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 5.1% |
$9.49K - $11.7K
|
5.58K
$268K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-345- 9.67% |
$10.9K - $13.5K
|
3.22K
$155K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-407- 8.81% |
$12.9K - $15.9K
|
4.21K
$202K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-465- 6.52% |
$14.7K - $18.2K
|
6.67K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-505- 2.59% |
$16K - $19.7K
|
19K
$911K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-569- 25.85% |
$18K - $22.2K
|
1.63K
$78.4K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-708- 24.04% |
$22.4K - $27.6K
|
2.24K
$107K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-734- 8.44% |
$23.2K - $28.7K
|
7.96K
$382K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-741- 10.0% |
$23.4K - $28.9K
|
6.67K
$320K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-749- 9.33% |
$23.7K - $29.2K
|
7.28K
$350K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-794- 20.7% |
$25.1K - $31K
|
3.04K
$146K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-814- 3.75% |
$25.8K - $31.8K
|
20.9K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-853- 99.19% |
$27K - $33.3K
|
7
$336
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-872- 0.43% |
$27.6K - $34K
|
200K
$9.59M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-887- 5.05% |
$28.1K - $34.6K
|
16.7K
$801K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.02K- 10.31% |
$32.4K - $39.9K
|
8.9K
$428K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.47K- 99.93% |
$46.6K - $57.5K
|
1
$48
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.49K- 18.41% |
$47.1K - $58.1K
|
6.59K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.62K- 17.82% |
$51.2K - $63.1K
|
7.46K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.78K- 0.71% |
$56.3K - $69.4K
|
248K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-1.83K- 8.43% |
$57.8K - $71.3K
|
19.8K
$952K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.84K- 95.88% |
$58.2K - $71.8K
|
79
$3.79K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2K- 4.71% |
$63.1K - $77.9K
|
40.4K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.12K- 7.27% |
$66.9K - $82.6K
|
27K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.46K- 7.87% |
$77.9K - $96.1K
|
28.8K
$1.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2.54K- 17.14% |
$80.2K - $99K
|
12.3K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.66K- 23.06% |
$84.3K - $104K
|
8.89K
$427K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 97.18% |
$91.7K - $113K
|
84
$4.03K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.97K- 33.39% |
$94K - $116K
|
5.93K
$285K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.97K- 10.08% |
$94.1K - $116K
|
26.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.17K- 16.09% |
$100K - $124K
|
16.5K
$794K
|