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 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.2K- 30.34% |
$454K - $507K
|
28.1K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-13.9K- 50.89% |
$515K - $574K
|
13.4K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 69.19% |
$543K - $606K
|
6.51K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.4K- 22.65% |
$610K - $680K
|
56.1K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16.6K- 0.86% |
$616K - $687K
|
1.91M
$91.7M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.6K- 60.77% |
$655K - $731K
|
11.4K
$547K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.5K- 78.26% |
$686K - $766K
|
5.14K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19.4K- 94.53% |
$720K - $804K
|
1.12K
$53.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20K- 92.42% |
$744K - $830K
|
1.64K
$78.8K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-20K- 72.34% |
$744K - $831K
|
7.67K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-23.5K- 21.76% |
$874K - $976K
|
84.7K
$4.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.4K- 48.61% |
$904K - $1.01M
|
25.7K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.4K- 41.56% |
$906K - $1.01M
|
34.3K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-25.2K- 50.13% |
$936K - $1.04M
|
25.1K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-25.6K- 46.02% |
$952K - $1.06M
|
30.1K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-28.3K- 6.05% |
$1.05M - $1.17M
|
439K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.6K- 15.87% |
$1.32M - $1.47M
|
189K
$9.06M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.8K- 54.35% |
$1.4M - $1.57M
|
31.7K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-39.4K- 88.38% |
$1.46M - $1.63M
|
5.18K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-42.2KClosed |
$1.57M - $1.75M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 0.69% |
$1.59M - $1.78M
|
6.15M
$296M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 0.69% |
$1.59M - $1.78M
|
6.15M
$296M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.6K- 4.95% |
$1.69M - $1.89M
|
875K
$42M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-50.9K- 78.14% |
$1.89M - $2.11M
|
14.2K
$684K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-51.7K- 58.88% |
$1.92M - $2.14M
|
36.1K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-54K- 86.17% |
$2M - $2.24M
|
8.67K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-59K- 90.49% |
$2.19M - $2.45M
|
6.21K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62.9K- 64.85% |
$2.33M - $2.6M
|
34.1K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-66.2K- 46.76% |
$2.46M - $2.74M
|
75.4K
$3.62M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-84.3K- 73.49% |
$3.13M - $3.49M
|
30.4K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-136K- 77.89% |
$5.04M - $5.63M
|
38.6K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142K- 21.95% |
$5.27M - $5.89M
|
505K
$24.3M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-182K- 15.34% |
$6.76M - $7.54M
|
1M
$48.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-194K- 23.8% |
$7.19M - $8.02M
|
620K
$29.8M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-217K- 1.87% |
$8.07M - $9M
|
11.4M
$548M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-235K- 40.94% |
$8.72M - $9.73M
|
339K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-260K- 48.08% |
$9.67M - $10.8M
|
281K
$13.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-297K- 4.6% |
$11M - $12.3M
|
6.15M
$296M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-302K- 46.69% |
$11.2M - $12.5M
|
345K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-523K- 71.42% |
$19.4M - $21.7M
|
209K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-627K- 53.48% |
$23.3M - $26M
|
545K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.22M- 98.23% |
$82.4M - $92M
|
40K
$1.92M
|