Purchases and Sales Made in Q2 2023 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q2 2023. 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 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.36M+ 44.62% |
$47.3M - $54.1M
|
4.42M
$227M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.02MNew |
$35.4M - $40.5M
|
1.02M
$52.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
982K+ 13.41% |
$34M - $38.9M
|
8.3M
$426M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
438K+ 4.16% |
$15.2M - $17.4M
|
11M
$562M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
228K+ 12.9% |
$7.89M - $9.03M
|
1.99M
$102M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
217K+ 61.44% |
$7.5M - $8.58M
|
569K
$29.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
189K+ 46.14% |
$6.55M - $7.49M
|
599K
$30.7M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
178K+ 3.86% |
$6.18M - $7.07M
|
4.8M
$246M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
178K+ 3.86% |
$6.18M - $7.07M
|
4.8M
$246M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
149K+ 32.03% |
$5.17M - $5.92M
|
616K
$31.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
123KNew |
$4.26M - $4.87M
|
123K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
91.5K+ 40.9% |
$3.17M - $3.62M
|
315K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
83.8K+ 4.82% |
$2.9M - $3.32M
|
1.82M
$93.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
76.8K+ 478.8% |
$2.66M - $3.04M
|
92.8K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.6K+ 157.48% |
$2.62M - $2.99M
|
124K
$6.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
73.7KNew |
$2.55M - $2.92M
|
73.7K
$3.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
66.1KNew |
$2.29M - $2.62M
|
66.1K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
64.6K+ 14.82% |
$2.24M - $2.56M
|
501K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
50.7KNew |
$1.76M - $2.01M
|
50.7K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.5K+ 73.32% |
$1.65M - $1.88M
|
112K
$5.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.8K+ 44.84% |
$1.48M - $1.7M
|
138K
$7.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
41K+ 7.28% |
$1.42M - $1.63M
|
604K
$31M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.1K+ 11.12% |
$1.15M - $1.31M
|
331K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
32.4K+ 179.52% |
$1.12M - $1.28M
|
50.5K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
29.3KNew |
$1.01M - $1.16M
|
29.3K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
28.2KNew |
$977K - $1.12M
|
28.2K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.1K+ 22.09% |
$973K - $1.11M
|
155K
$7.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
27.7KNew |
$961K - $1.1M
|
27.7K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.8K+ 52.91% |
$930K - $1.06M
|
77.6K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
25.8KNew |
$894K - $1.02M
|
25.8K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$893K - $1.02M
|
25.8K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
25.7KNew |
$891K - $1.02M
|
25.7K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
24.9KNew |
$862K - $986K
|
24.9K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.8K+ 100.53% |
$859K - $982K
|
49.4K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
22.9KNew |
$793K - $907K
|
22.9K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 80.94% |
$744K - $850K
|
48K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
20.5KNew |
$709K - $811K
|
20.5K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19KNew |
$658K - $753K
|
19K
$974K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.9K+ 18.4% |
$655K - $749K
|
122K
$6.24M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
18.1K+ 274.72% |
$627K - $716K
|
24.7K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15.8K+ 24.86% |
$546K - $624K
|
79.1K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
15.7KNew |
$544K - $622K
|
15.7K
$805K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.4K+ 16.71% |
$534K - $610K
|
108K
$5.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.4K+ 26.37% |
$532K - $609K
|
73.6K
$3.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.3K+ 77.85% |
$529K - $605K
|
34.9K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
14.9KNew |
$517K - $591K
|
14.9K
$766K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.9K+ 22.27% |
$446K - $510K
|
70.7K
$3.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
12.8KNew |
$443K - $506K
|
12.8K
$655K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.9K+ 63.76% |
$411K - $470K
|
30.5K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.9K+ 20.95% |
$378K - $433K
|
63K
$3.23M
|