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
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 17.65% |
$208 - $238
|
40
$2.05K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 1.1% |
$139 - $158
|
367
$18.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 4.62% |
$104 - $119
|
68
$3.49K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 5.45% |
$104 - $119
|
58
$2.97K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.01% |
$69.3 - $79.2
|
19.7K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1- 0.36% |
$34.7 - $39.6
|
274
$14.1K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 5.08% |
$104 - $119
|
56
$2.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 3.81% |
$139 - $158
|
101
$5.18K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-6- 0.27% |
$208 - $238
|
2.23K
$114K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11- 0.34% |
$381 - $436
|
3.21K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-25- 28.09% |
$866 - $990
|
64
$3.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 21.93% |
$866 - $990
|
89
$4.56K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-41- 5.42% |
$1.42K - $1.62K
|
716
$36.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-45- 0.25% |
$1.56K - $1.78K
|
18.3K
$940K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-47- 5.47% |
$1.63K - $1.86K
|
813
$41.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-94- 7.68% |
$3.26K - $3.72K
|
1.13K
$58K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-97- 0.09% |
$3.36K - $3.84K
|
112K
$5.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 1.29% |
$3.47K - $3.96K
|
7.65K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-102- 83.61% |
$3.53K - $4.04K
|
20
$1.03K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-116- 10.53% |
$4.02K - $4.6K
|
986
$50.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-117- 1.98% |
$4.05K - $4.64K
|
5.78K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-136- 9.21% |
$4.71K - $5.39K
|
1.34K
$68.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-146- 0.24% |
$5.06K - $5.78K
|
61.3K
$3.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-150- 0.37% |
$5.2K - $5.94K
|
40.2K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-158- 0.35% |
$5.47K - $6.26K
|
45.4K
$2.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-205- 0.31% |
$7.1K - $8.12K
|
67K
$3.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-208- 16.76% |
$7.21K - $8.24K
|
1.03K
$53K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-238- 3.34% |
$8.25K - $9.43K
|
6.9K
$354K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-250- 16.13% |
$8.66K - $9.91K
|
1.3K
$66.7K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-254- 2.42% |
$8.8K - $10.1K
|
10.2K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-254- 2.42% |
$8.8K - $10.1K
|
10.2K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-268- 1.06% |
$9.29K - $10.6K
|
25.1K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-308- 3.38% |
$10.7K - $12.2K
|
8.79K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-350- 2.1% |
$12.1K - $13.9K
|
16.3K
$837K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-429- 3.6% |
$14.9K - $17K
|
11.5K
$589K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-456- 4.8% |
$15.8K - $18.1K
|
9.04K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-457- 5.98% |
$15.8K - $18.1K
|
7.18K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-529- 6.53% |
$18.3K - $21K
|
7.57K
$388K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-575- 0.23% |
$19.9K - $22.8K
|
248K
$12.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-600- 24.51% |
$20.8K - $23.8K
|
1.85K
$94.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-606- 4.63% |
$21K - $24K
|
12.5K
$640K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-634- 9.65% |
$22K - $25.1K
|
5.93K
$304K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-695- 0.62% |
$24.1K - $27.5K
|
112K
$5.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-832- 9.36% |
$28.8K - $33K
|
8.06K
$413K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-865- 47.27% |
$30K - $34.3K
|
965
$49.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-899- 4.3% |
$31.2K - $35.6K
|
20K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-946- 4.88% |
$32.8K - $37.5K
|
18.5K
$946K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-975- 72.65% |
$33.8K - $38.6K
|
367
$18.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.02K- 3.14% |
$35.3K - $40.4K
|
31.5K
$1.61M
|