Purchases and Sales Made in Q2 2022 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.98K+ 114.07% |
$236K - $279K
|
15K
$852K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.42K+ 79.43% |
$219K - $260K
|
16.8K
$954K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.06K+ 1151.39% |
$209K - $247K
|
7.67K
$436K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.59KNew |
$195K - $230K
|
6.59K
$375K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.51K+ 537.57% |
$192K - $228K
|
7.72K
$439K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6.48KNew |
$191K - $227K
|
6.48K
$368K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.25KNew |
$185K - $218K
|
6.25K
$355K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.04K+ 20.55% |
$178K - $211K
|
35.4K
$2.01M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6K+ 22.83% |
$177K - $210K
|
32.3K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
5.99K+ 2.93% |
$177K - $210K
|
210K
$12M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.9K+ 81.16% |
$174K - $206K
|
13.2K
$749K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
5.89K+ 10.38% |
$174K - $206K
|
62.7K
$3.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.82K+ 20.6% |
$172K - $203K
|
34.1K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.25K+ 319.35% |
$155K - $183K
|
6.89K
$392K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.07K+ 58.9% |
$150K - $177K
|
13.7K
$778K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
4.94K+ 10.02% |
$146K - $173K
|
54.2K
$3.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.91K+ 15.25% |
$145K - $172K
|
37.1K
$2.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.82K+ 22.15% |
$142K - $168K
|
26.6K
$1.51M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.62K+ 110.17% |
$136K - $161K
|
8.8K
$501K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.37K+ 36.64% |
$129K - $153K
|
16.3K
$927K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.1K+ 16.36% |
$121K - $143K
|
29.2K
$1.66M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.89K+ 37.28% |
$115K - $136K
|
14.3K
$814K
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.88K+ 12.63% |
$115K - $136K
|
34.6K
$1.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.86K+ 23.46% |
$114K - $135K
|
20.3K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.73K+ 4.97% |
$110K - $130K
|
78.8K
$4.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
3.41K+ 5.19% |
$101K - $119K
|
69.1K
$3.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.39K+ 13.71% |
$100K - $118K
|
28.1K
$1.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 17.8% |
$100K - $118K
|
22.4K
$1.27M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.37K+ 13.01% |
$99.6K - $118K
|
29.3K
$1.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.37K+ 13.01% |
$99.6K - $118K
|
29.3K
$1.66M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.17KNew |
$93.5K - $111K
|
3.17K
$180K
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.07K+ 4.85% |
$90.7K - $107K
|
66.4K
$3.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
2.85K+ 47.56% |
$84.3K - $99.8K
|
8.86K
$504K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.79K+ 37.47% |
$82.5K - $97.6K
|
10.2K
$582K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.69K+ 29.35% |
$79.5K - $94.1K
|
11.9K
$675K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.6K+ 14.44% |
$76.7K - $90.8K
|
20.6K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.56K+ 19.59% |
$75.5K - $89.4K
|
15.6K
$887K
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$73.9K - $87.4K
|
2.5K
$142K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 20.52% |
$71.2K - $84.3K
|
14.2K
$805K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.4K+ 7.39% |
$70.9K - $83.9K
|
34.8K
$1.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.37K+ 3.91% |
$69.9K - $82.7K
|
62.9K
$3.58M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 4.68% |
$66.8K - $79K
|
50.6K
$2.88M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.12K+ 33.15% |
$62.6K - $74.1K
|
8.52K
$484K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.94K+ 9.76% |
$57.4K - $68K
|
21.9K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.71K+ 5.26% |
$50.4K - $59.7K
|
34.1K
$1.94M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.64KNew |
$48.4K - $57.3K
|
1.64K
$93.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.41K+ 13.08% |
$41.7K - $49.4K
|
12.2K
$694K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.36K+ 30.35% |
$40.1K - $47.5K
|
5.83K
$331K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.1KNew |
$32.5K - $38.5K
|
1.1K
$62.6K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05KNew |
$30.9K - $36.5K
|
1.05K
$59.4K
|