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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
201+ 2.36% |
$7.46K - $8.33K
|
8.71K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
193New |
$7.17K - $8K
|
193
$9.27K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
193New |
$7.17K - $8K
|
193
$9.27K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
191+ 1.51% |
$7.09K - $7.91K
|
12.8K
$616K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
179+ 1.43% |
$6.65K - $7.42K
|
12.7K
$609K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175New |
$6.5K - $7.25K
|
175
$8.4K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
174New |
$6.46K - $7.21K
|
174
$8.36K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
154+ 17.21% |
$5.72K - $6.38K
|
1.05K
$50.4K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
147+ 2.8% |
$5.46K - $6.09K
|
5.4K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
139New |
$5.16K - $5.76K
|
139
$6.67K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
139+ 2.34% |
$5.16K - $5.76K
|
6.09K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
133New |
$4.94K - $5.51K
|
133
$6.39K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
129+ 1.45% |
$4.79K - $5.34K
|
9.02K
$433K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
122+ 2.36% |
$4.53K - $5.05K
|
5.3K
$255K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
117+ 1.03% |
$4.34K - $4.85K
|
11.5K
$550K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
115+ 60.21% |
$4.27K - $4.76K
|
306
$14.7K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
113+ 342.42% |
$4.2K - $4.68K
|
146
$7.01K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
108+ 27.62% |
$4.01K - $4.47K
|
499
$24K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$3.71K - $4.14K
|
100
$4.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 18.18% |
$3.71K - $4.14K
|
650
$31.2K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
99New |
$3.68K - $4.1K
|
99
$4.75K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95New |
$3.53K - $3.94K
|
95
$4.56K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
92+ 11.17% |
$3.42K - $3.81K
|
916
$44K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
92+ 43.6% |
$3.42K - $3.81K
|
303
$14.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
92+ 12.99% |
$3.42K - $3.81K
|
800
$38.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
90New |
$3.34K - $3.73K
|
90
$4.32K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79New |
$2.93K - $3.27K
|
79
$3.79K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
79New |
$2.93K - $3.27K
|
79
$3.79K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
76New |
$2.82K - $3.15K
|
76
$3.65K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
74+ 22.42% |
$2.75K - $3.07K
|
404
$19.4K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71+ 1183.33% |
$2.64K - $2.94K
|
77
$3.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
64+ 0.46% |
$2.38K - $2.65K
|
13.9K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
60+ 12.0% |
$2.23K - $2.49K
|
560
$26.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
53+ 26.77% |
$1.97K - $2.2K
|
251
$12.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 100.0% |
$1.93K - $2.15K
|
104
$4.99K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$1.89K - $2.11K
|
51
$2.45K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45+ 0.52% |
$1.67K - $1.86K
|
8.74K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
43+ 0.12% |
$1.6K - $1.78K
|
35K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 0.41% |
$1.56K - $1.74K
|
10.2K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
35+ 1.66% |
$1.3K - $1.45K
|
2.15K
$103K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 48.61% |
$1.3K - $1.45K
|
107
$5.14K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25New |
$928 - $1.04K
|
25
$1.2K
|
|
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
BUY
|
- |
20+ 0.14% |
$743 - $829
|
14.1K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 6.91% |
$557 - $621
|
232
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13New |
$483 - $539
|
13
$624
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3+ 1.68% |
$111 - $124
|
182
$8.74K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.15% |
$37.1 - $41.4
|
689
$33.1K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.72% |
$37.1 - $41.4
|
57
$2.74K
|