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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.4K+ 1.86% |
$89.2K - $99.5K
|
131K
$6.31M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.4K+ 8.99% |
$89.1K - $99.4K
|
29.1K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.32K+ 1.67% |
$86.3K - $96.3K
|
142K
$6.81M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$81.6K - $91.1K
|
2.2K
$106K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.06K+ 16.99% |
$76.6K - $85.5K
|
14.2K
$683K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.95K+ 25.63% |
$72.4K - $80.8K
|
9.56K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 3.38% |
$63.4K - $70.8K
|
52.3K
$2.51M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.71K+ 23.72% |
$63.3K - $70.7K
|
8.9K
$427K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.52K+ 9.92% |
$56.4K - $62.9K
|
16.8K
$808K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.44K+ 6.75% |
$53.6K - $59.8K
|
22.8K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.43K+ 9.5% |
$52.9K - $59K
|
16.4K
$789K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.38K+ 24.52% |
$51.3K - $57.3K
|
7.02K
$337K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.33K+ 2.39% |
$49.4K - $55.1K
|
57K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.32K+ 1.1% |
$48.9K - $54.6K
|
121K
$5.82M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.23K+ 4.53% |
$45.7K - $51K
|
28.4K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 10.99% |
$44.3K - $49.5K
|
12.1K
$579K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.13K+ 3.59% |
$42.1K - $46.9K
|
32.7K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.12K+ 21.46% |
$41.4K - $46.2K
|
6.31K
$303K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.1K+ 5.2% |
$40.7K - $45.4K
|
22.2K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.08K+ 14.86% |
$40.1K - $44.8K
|
8.36K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1K+ 9.52% |
$37.1K - $41.4K
|
11.5K
$552K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
987+ 17.71% |
$36.6K - $40.9K
|
6.56K
$315K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
889+ 108.02% |
$33K - $36.8K
|
1.71K
$82.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
873+ 4.47% |
$32.4K - $36.2K
|
20.4K
$980K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
855New |
$31.7K - $35.4K
|
855
$41.1K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
823+ 357.83% |
$30.6K - $34.1K
|
1.05K
$50.6K
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
724+ 1.32% |
$26.9K - $30K
|
55.4K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
699+ 10.25% |
$26K - $29K
|
7.52K
$361K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
637+ 8.1% |
$23.7K - $26.4K
|
8.5K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
575+ 126.1% |
$21.3K - $23.8K
|
1.03K
$49.5K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
573New |
$21.3K - $23.7K
|
573
$27.5K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
540+ 3.36% |
$20.1K - $22.4K
|
16.6K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
480+ 1.58% |
$17.8K - $19.9K
|
30.8K
$1.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
452+ 14.99% |
$16.8K - $18.7K
|
3.47K
$167K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
442+ 5.28% |
$16.4K - $18.3K
|
8.82K
$423K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
429+ 6.81% |
$15.9K - $17.8K
|
6.72K
$323K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
409+ 7.35% |
$15.2K - $16.9K
|
5.97K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
385+ 175.8% |
$14.3K - $16K
|
604
$29K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
367+ 40.64% |
$13.6K - $15.2K
|
1.27K
$61K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
349+ 5.67% |
$13K - $14.5K
|
6.51K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
343+ 2.25% |
$12.7K - $14.2K
|
15.6K
$748K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
323+ 4.98% |
$12K - $13.4K
|
6.81K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
312+ 2.4% |
$11.6K - $12.9K
|
13.3K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
310+ 6.51% |
$11.5K - $12.8K
|
5.07K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
281+ 0.79% |
$10.4K - $11.6K
|
35.8K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
279+ 3.07% |
$10.4K - $11.6K
|
9.38K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250+ 1.67% |
$9.28K - $10.4K
|
15.2K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$9.28K - $10.4K
|
250
$12K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
205+ 1.68% |
$7.61K - $8.49K
|
12.4K
$597K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
202+ 0.57% |
$7.5K - $8.37K
|
35.6K
$1.71M
|