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 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.69K+ 20.25% |
$128K - $146K
|
21.9K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.31K+ 10.77% |
$115K - $131K
|
34K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.12K+ 6.54% |
$108K - $124K
|
50.9K
$2.61M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.12K+ 42.54% |
$108K - $124K
|
10.5K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3K+ 42.54% |
$104K - $119K
|
10.1K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3K+ 22.73% |
$104K - $119K
|
16.2K
$830K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
2.6K+ 2.27% |
$90.1K - $103K
|
117K
$6.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.52K+ 13.35% |
$87.3K - $99.8K
|
21.4K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.28K+ 0.64% |
$78.9K - $90.2K
|
359K
$18.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.25K+ 30.87% |
$77.9K - $89K
|
9.53K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.24K+ 7.63% |
$77.7K - $88.9K
|
31.6K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Henry James International Management Inc.
|
BUY
|
- |
2.22K+ 24.54% |
$77.1K - $88.1K
|
11.3K
$579K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.18K+ 33.01% |
$75.4K - $86.3K
|
8.77K
$450K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.17K+ 8.48% |
$75.3K - $86.1K
|
27.8K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.11K+ 6.01% |
$73.1K - $83.6K
|
37.2K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.07K+ 10.29% |
$71.9K - $82.2K
|
22.2K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.98K+ 17.13% |
$68.5K - $78.3K
|
13.5K
$693K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.96K+ 6.39% |
$68.1K - $77.8K
|
32.7K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.92K+ 25.68% |
$66.4K - $75.9K
|
9.37K
$481K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.76K+ 0.29% |
$60.9K - $69.7K
|
610K
$31.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61K+ 2037.97% |
$55.8K - $63.8K
|
1.69K
$86.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 4.69% |
$55.4K - $63.4K
|
35.7K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.58K+ 7.27% |
$54.9K - $62.8K
|
23.4K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.54K+ 6.2% |
$53.5K - $61.1K
|
26.4K
$1.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.48K+ 1.43% |
$51.3K - $58.6K
|
105K
$5.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.42K+ 2.98% |
$49.2K - $56.3K
|
49K
$2.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.3K+ 7.33% |
$45K - $51.5K
|
19K
$976K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.29K+ 11.25% |
$44.5K - $50.9K
|
12.7K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.26K+ 5.04% |
$43.7K - $50K
|
26.3K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.25K+ 1.17% |
$43.5K - $49.7K
|
108K
$5.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.23K+ 8.01% |
$42.5K - $48.6K
|
16.5K
$848K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.13K+ 7.98% |
$39.1K - $44.7K
|
15.3K
$782K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 2.16% |
$38.6K - $44.2K
|
52.7K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 15471.43% |
$37.5K - $42.9K
|
1.09K
$55.9K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
997+ 16.82% |
$34.5K - $39.5K
|
6.93K
$355K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
997+ 16.82% |
$34.5K - $39.5K
|
6.93K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
956+ 7.61% |
$33.1K - $37.9K
|
13.5K
$693K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
889+ 4.68% |
$30.8K - $35.2K
|
19.9K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
821+ 2.72% |
$28.4K - $32.5K
|
31K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
763+ 14.61% |
$26.4K - $30.2K
|
5.99K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
760+ 8.63% |
$26.3K - $30.1K
|
9.57K
$491K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
712+ 6.35% |
$24.7K - $28.2K
|
11.9K
$611K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
682+ 7.5% |
$23.6K - $27K
|
9.78K
$502K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
677New |
$23.5K - $26.8K
|
677
$34.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
663+ 66.97% |
$23K - $26.3K
|
1.65K
$84.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
660+ 5.74% |
$22.9K - $26.1K
|
12.2K
$624K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 231.71% |
$19.8K - $22.6K
|
816
$41.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
556New |
$19.3K - $22K
|
556
$28.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
538+ 16.2% |
$18.6K - $21.3K
|
3.86K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
499New |
$17.3K - $19.8K
|
499
$25.6K
|