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 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 5.08% |
$111 - $124
|
56
$2.69K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-8- 10.0% |
$297 - $331
|
72
$3.46K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 0.22% |
$520 - $580
|
6.31K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-15- 2.92% |
$557 - $621
|
499
$24K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15- 0.16% |
$557 - $621
|
9.11K
$437K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 7.89% |
$780 - $870
|
245
$11.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-26- 0.6% |
$965 - $1.08K
|
4.34K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-31- 48.44% |
$1.15K - $1.28K
|
33
$1.58K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-33- 6.71% |
$1.23K - $1.37K
|
459
$22K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35- 0.56% |
$1.3K - $1.45K
|
6.17K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-40- 0.11% |
$1.49K - $1.66K
|
35.4K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-44- 11.61% |
$1.63K - $1.82K
|
335
$16.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-64- 0.24% |
$2.38K - $2.65K
|
26.3K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-70- 1.35% |
$2.6K - $2.9K
|
5.1K
$245K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 22.87% |
$2.78K - $3.11K
|
253
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-83- 1.18% |
$3.08K - $3.44K
|
6.96K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 43.46% |
$3.08K - $3.44K
|
108
$5.19K
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-90- 0.53% |
$3.34K - $3.73K
|
17K
$819K
|
|
|
May 08, 2024
Q1 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-98- 0.34% |
$3.64K - $4.06K
|
29K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-118- 0.07% |
$4.38K - $4.89K
|
160K
$7.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-128- 1.48% |
$4.75K - $5.3K
|
8.51K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-132- 84.08% |
$4.9K - $5.47K
|
25
$1.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-150- 60.0% |
$5.57K - $6.21K
|
100
$4.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-164- 2.94% |
$6.09K - $6.79K
|
5.42K
$260K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-170- 1.14% |
$6.31K - $7.04K
|
14.8K
$709K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-180- 7.39% |
$6.68K - $7.46K
|
2.26K
$108K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-224- 55.04% |
$8.32K - $9.28K
|
183
$8.79K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-225- 3.89% |
$8.35K - $9.32K
|
5.57K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-227- 3.96% |
$8.43K - $9.4K
|
5.5K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-229- 0.87% |
$8.5K - $9.49K
|
26K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-230- 0.52% |
$8.54K - $9.53K
|
44.3K
$2.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-263- 27.98% |
$9.77K - $10.9K
|
677
$32.5K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-274- 1.72% |
$10.2K - $11.4K
|
15.7K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-312- 5.13% |
$11.6K - $12.9K
|
5.77K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-333- 1.29% |
$12.4K - $13.8K
|
25.5K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-350- 10.92% |
$13K - $14.5K
|
2.86K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-355- 5.53% |
$13.2K - $14.7K
|
6.07K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-371- 23.9% |
$13.8K - $15.4K
|
1.18K
$56.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-390- 17.78% |
$14.5K - $16.2K
|
1.8K
$86.6K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-415- 1.53% |
$15.4K - $17.2K
|
26.7K
$1.28M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-493- 7.62% |
$18.3K - $20.4K
|
5.97K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-515- 0.55% |
$19.1K - $21.3K
|
93.8K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-516- 2.69% |
$19.2K - $21.4K
|
18.6K
$895K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-526- 4.56% |
$19.5K - $21.8K
|
11K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-629- 2.54% |
$23.4K - $26.1K
|
24.1K
$1.16M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-664- 0.98% |
$24.7K - $27.5K
|
66.8K
$3.21M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-674- 2.83% |
$25K - $27.9K
|
23.2K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-692- 5.51% |
$25.7K - $28.7K
|
11.9K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-710- 8.17% |
$26.4K - $29.4K
|
7.98K
$383K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-740- 1.98% |
$27.5K - $30.7K
|
36.6K
$1.76M
|