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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 6.19% |
$30.2K - $35.7K
|
17.5K
$996K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 35.64% |
$29.6K - $35K
|
3.81K
$216K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
947+ 1.38% |
$28K - $33.1K
|
69.6K
$3.96M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
914+ 10.5% |
$27K - $32K
|
9.62K
$547K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
817+ 24.68% |
$24.1K - $28.6K
|
4.13K
$235K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
763+ 1.87% |
$22.5K - $26.7K
|
41.5K
$2.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
761+ 12.01% |
$22.5K - $26.6K
|
7.1K
$404K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
741+ 9.72% |
$21.9K - $25.9K
|
8.37K
$476K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
670+ 2.21% |
$19.8K - $23.4K
|
31K
$1.77M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
638+ 8.41% |
$18.9K - $22.3K
|
8.23K
$468K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
628+ 276.65% |
$18.6K - $22K
|
855
$48.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
619+ 5.4% |
$18.3K - $21.6K
|
12.1K
$687K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
576+ 41.14% |
$17K - $20.1K
|
1.98K
$112K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
541+ 7.44% |
$16K - $18.9K
|
7.81K
$444K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
539+ 4.75% |
$15.9K - $18.8K
|
11.9K
$677K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
538New |
$15.9K - $18.8K
|
538
$30.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
526+ 1.34% |
$15.5K - $18.4K
|
39.8K
$2.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
525+ 375.0% |
$15.5K - $18.4K
|
665
$37.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
514New |
$15.2K - $18K
|
514
$29.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
500+ 74.63% |
$14.8K - $17.5K
|
1.17K
$66.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
427+ 1472.41% |
$12.6K - $14.9K
|
456
$25.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
363New |
$10.7K - $12.7K
|
363
$20.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
313+ 31.33% |
$9.25K - $10.9K
|
1.31K
$74.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
226New |
$6.68K - $7.9K
|
226
$12.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
225New |
$6.65K - $7.87K
|
225
$12.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
212+ 1.63% |
$6.26K - $7.41K
|
13.2K
$751K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
200New |
$5.91K - $6.99K
|
200
$11.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
175+ 2.85% |
$5.17K - $6.12K
|
6.31K
$359K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
171+ 7.32% |
$5.05K - $5.98K
|
2.51K
$143K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 15.37% |
$4.79K - $5.67K
|
1.22K
$69.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
150+ 1.32% |
$4.43K - $5.25K
|
11.5K
$656K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
133New |
$3.93K - $4.65K
|
133
$7.57K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
119+ 0.09% |
$3.52K - $4.16K
|
135K
$7.69M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 238.78% |
$3.46K - $4.09K
|
166
$9.44K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$2.96K - $3.5K
|
100
$5.69K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
80+ 0.96% |
$2.36K - $2.8K
|
8.37K
$476K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
66+ 20.37% |
$1.95K - $2.31K
|
390
$22.2K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
57+ 0.29% |
$1.68K - $1.99K
|
19.6K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
35+ 10.2% |
$1.03K - $1.22K
|
378
$21.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
35+ 0.15% |
$1.03K - $1.22K
|
23.5K
$1.34M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
29New |
$857 - $1.01K
|
29
$1.65K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
23New |
$680 - $804
|
23
$1.31K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
17+ 0.08% |
$502 - $594
|
21.4K
$1.22M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
15+ 750.0% |
$443 - $525
|
17
$967
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
15+ 750.0% |
$443 - $525
|
17
$967
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.05% |
$355 - $420
|
26.6K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8+ 0.07% |
$236 - $280
|
11K
$624K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
8New |
$236 - $280
|
8
$455
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 5.26% |
$207 - $245
|
140
$7.96K
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
5+ 0.08% |
$148 - $175
|
6.31K
$359K
|