Purchases and Sales Made in Q1 2024 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q1 2024. 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 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.25K+ 179.79% |
$344K - $383K
|
14.4K
$691K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.13K+ 17.84% |
$339K - $378K
|
60.3K
$2.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.1KNew |
$338K - $377K
|
9.1K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.04KNew |
$336K - $374K
|
9.04K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.99K+ 0.61% |
$334K - $372K
|
1.48M
$71M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.62K+ 7.1% |
$320K - $357K
|
130K
$6.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.26K+ 74.89% |
$307K - $342K
|
19.3K
$926K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
8.19K+ 81.93% |
$304K - $339K
|
18.2K
$874K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.87K+ 317.56% |
$292K - $326K
|
10.3K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.7K+ 37.73% |
$286K - $319K
|
28.1K
$1.35M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96KNew |
$258K - $288K
|
6.96K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.95K+ 38.78% |
$258K - $288K
|
24.9K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.69K+ 11.94% |
$248K - $277K
|
62.7K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
6.38KNew |
$237K - $264K
|
6.38K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
6.3KNew |
$234K - $261K
|
6.3K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.27K+ 6394.9% |
$233K - $260K
|
6.37K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.07KNew |
$225K - $251K
|
6.07K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
5.73KNew |
$213K - $238K
|
5.73K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
$212K - $236K
|
5.7K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.69KNew |
$211K - $236K
|
5.69K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.55KNew |
$206K - $230K
|
5.55K
$267K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.43KNew |
$202K - $225K
|
5.43K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.37KNew |
$199K - $222K
|
5.37K
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.09K+ 75.51% |
$189K - $211K
|
11.8K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.05KNew |
$187K - $209K
|
5.05K
$242K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.94KNew |
$183K - $205K
|
4.94K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.79KNew |
$178K - $198K
|
4.79K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.68K+ 156.0% |
$174K - $194K
|
7.68K
$369K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.51KNew |
$168K - $187K
|
4.51K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.3K+ 58.9% |
$160K - $178K
|
11.6K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 28.87% |
$157K - $175K
|
18.9K
$906K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.11K+ 43.21% |
$152K - $170K
|
13.6K
$654K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.02K+ 8.8% |
$149K - $167K
|
49.7K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.97KNew |
$147K - $164K
|
3.97K
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.94K+ 43.81% |
$146K - $163K
|
12.9K
$621K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.55K+ 191.78% |
$132K - $147K
|
5.4K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.49K+ 6.17% |
$130K - $145K
|
60.1K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 7.51% |
$116K - $130K
|
44.9K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.12K+ 1.24% |
$116K - $129K
|
255K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.08K+ 0.14% |
$114K - $128K
|
2.14M
$103M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3.04K+ 11.45% |
$113K - $126K
|
29.6K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.03KNew |
$112K - $125K
|
3.03K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3K+ 7.01% |
$111K - $124K
|
45.8K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 2.0% |
$108K - $120K
|
148K
$7.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 3286.9% |
$103K - $114K
|
2.85K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.68K+ 9.7% |
$99.5K - $111K
|
30.3K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.64K+ 20.92% |
$98.2K - $110K
|
15.3K
$734K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.64K+ 2.39% |
$98K - $109K
|
113K
$5.42M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.55K+ 20.37% |
$94.8K - $106K
|
15.1K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 20.47% |
$91.7K - $102K
|
14.5K
$698K
|