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 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
479+ 1.84% |
$16.6K - $19K
|
26.5K
$1.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
462+ 4.42% |
$16K - $18.3K
|
10.9K
$560K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
427+ 71.17% |
$14.8K - $16.9K
|
1.03K
$52.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
426+ 4.41% |
$14.8K - $16.9K
|
10.1K
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
394New |
$13.7K - $15.6K
|
394
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
391New |
$13.5K - $15.5K
|
391
$20.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
378+ 3.89% |
$13.1K - $15K
|
10.1K
$518K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
358New |
$12.4K - $14.2K
|
358
$18.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
350+ 5.69% |
$12.1K - $13.9K
|
6.5K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
350+ 5.69% |
$12.1K - $13.9K
|
6.5K
$333K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
348+ 5.91% |
$12.1K - $13.8K
|
6.24K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
338+ 22.09% |
$11.7K - $13.4K
|
1.87K
$95.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
303+ 0.6% |
$10.5K - $12K
|
51.2K
$2.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302+ 3.55% |
$10.5K - $12K
|
8.82K
$452K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 5.38% |
$10.4K - $11.9K
|
5.88K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
288+ 3.01% |
$9.98K - $11.4K
|
9.85K
$505K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
265+ 10.51% |
$9.18K - $10.5K
|
2.79K
$143K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
248+ 11.33% |
$8.59K - $9.83K
|
2.44K
$125K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
227+ 3.4% |
$7.87K - $8.99K
|
6.9K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
216+ 1.1% |
$7.48K - $8.56K
|
19.8K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
210+ 1.51% |
$7.28K - $8.32K
|
14.1K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
201New |
$6.96K - $7.96K
|
201
$10.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$6.93K - $7.92K
|
200
$10.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
154+ 21.63% |
$5.34K - $6.1K
|
866
$44.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
153+ 7.14% |
$5.3K - $6.06K
|
2.3K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$5.2K - $5.94K
|
150
$7.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
141+ 39.28% |
$4.89K - $5.59K
|
500
$25.7K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
121+ 3.43% |
$4.19K - $4.79K
|
3.65K
$187K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
109+ 105.83% |
$3.78K - $4.32K
|
212
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$3.57K - $4.08K
|
103
$5.28K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
102+ 139.73% |
$3.53K - $4.04K
|
175
$8.98K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
87New |
$3.01K - $3.45K
|
87
$4.46K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
84+ 48.55% |
$2.91K - $3.33K
|
257
$13.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
82New |
$2.84K - $3.25K
|
82
$4.21K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
75New |
$2.6K - $2.97K
|
75
$3.85K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
64+ 4.38% |
$2.22K - $2.54K
|
1.52K
$78.2K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$2.15K - $2.46K
|
62
$3.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
60+ 0.49% |
$2.08K - $2.38K
|
12.3K
$632K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
60+ 0.91% |
$2.08K - $2.38K
|
6.66K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 27.88% |
$2.01K - $2.3K
|
266
$13.6K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
52+ 32.7% |
$1.8K - $2.06K
|
211
$10.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
49New |
$1.7K - $1.94K
|
49
$2.51K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45New |
$1.56K - $1.78K
|
45
$2.31K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
44New |
$1.52K - $1.74K
|
44
$2.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40New |
$1.39K - $1.58K
|
40
$2.05K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
25+ 0.9% |
$866 - $990
|
2.79K
$143K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 0.22% |
$589 - $674
|
7.79K
$399K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14New |
$485 - $555
|
14
$718
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 12.28% |
$485 - $555
|
128
$6.57K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
13New |
$450 - $515
|
13
$667
|