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 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.2K- 19.63% |
$101K - $125K
|
13.1K
$629K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.41K- 5.26% |
$108K - $133K
|
61.4K
$2.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3.72K- 78.82% |
$118K - $145K
|
1K
$48K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-4K- 28.57% |
$127K - $156K
|
10K
$480K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.3K- 31.38% |
$136K - $168K
|
9.41K
$452K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.5K- 30.96% |
$142K - $176K
|
10K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.81K- 16.61% |
$152K - $188K
|
24.1K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.9K- 23.8% |
$155K - $191K
|
15.7K
$753K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-6.69K- 11.8% |
$212K - $261K
|
50K
$2.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-7.13K- 2.83% |
$226K - $278K
|
245K
$11.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.19K- 93.18% |
$259K - $320K
|
600
$28.8K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.59K- 12.89% |
$303K - $374K
|
64.8K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 38.56% |
$397K - $490K
|
20K
$960K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-13.7K- 57.12% |
$434K - $536K
|
10.3K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.9K- 36.19% |
$440K - $543K
|
24.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-17.1K- 40.57% |
$541K - $667K
|
25K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.6K- 26.77% |
$622K - $767K
|
53.7K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-22.5K- 2.71% |
$713K - $880K
|
809K
$38.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.1K- 11.89% |
$1.52M - $1.88M
|
357K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50K- 49.62% |
$1.58M - $1.95M
|
50.7K
$2.44M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-57K- 40.45% |
$1.8M - $2.23M
|
84K
$4.03M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.4K- 18.57% |
$2.54M - $3.14M
|
352K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-241K- 63.35% |
$7.64M - $9.42M
|
140K
$6.7M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-350K- 15.99% |
$11.1M - $13.7M
|
1.84M
$88.4M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-488K- 95.49% |
$15.4M - $19.1M
|
23K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-611K- 85.01% |
$19.3M - $23.9M
|
108K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-877K- 68.16% |
$27.8M - $34.3M
|
410K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.09M- 16.96% |
$34.5M - $42.5M
|
5.33M
$256M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.42M- 91.76% |
$44.8M - $55.3M
|
127K
$6.1M
|