Purchases and Sales Made in Q2 2024 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q2 2024. 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 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.69K+ 248.56% |
$342K - $395K
|
12.2K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.1KNew |
$318K - $368K
|
8.1K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$316K - $365K
|
8.05K
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.76K+ 1331.22% |
$305K - $352K
|
8.34K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.6K+ 16.94% |
$299K - $345K
|
52.4K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
7.5K+ 78.13% |
$295K - $341K
|
17.1K
$830K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.26KNew |
$285K - $330K
|
7.26K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.14KNew |
$281K - $324K
|
7.14K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.07K+ 78.19% |
$278K - $321K
|
16.1K
$782K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.99KNew |
$275K - $317K
|
6.99K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6.97KNew |
$274K - $316K
|
6.97K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.8KNew |
$267K - $308K
|
6.8K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.78K+ 13.64% |
$267K - $308K
|
56.5K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.72K+ 19.59% |
$264K - $305K
|
41K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5KNew |
$255K - $295K
|
6.5K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.35K+ 13.87% |
$250K - $288K
|
52.1K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.2KNew |
$244K - $281K
|
6.2K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.17K+ 5.47% |
$243K - $280K
|
119K
$5.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.17K+ 24.82% |
$243K - $280K
|
31K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.17K+ 33.92% |
$243K - $280K
|
24.4K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.98KNew |
$235K - $271K
|
5.98K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.68KNew |
$223K - $258K
|
5.68K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.63KNew |
$221K - $256K
|
5.63K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.6KNew |
$220K - $254K
|
5.6K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.57K+ 697.87% |
$219K - $253K
|
6.37K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.51K+ 29.91% |
$217K - $250K
|
23.9K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.43KNew |
$214K - $247K
|
5.43K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.22KNew |
$205K - $237K
|
5.22K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.22K+ 1.13% |
$205K - $237K
|
466K
$22.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.02K+ 35.33% |
$197K - $228K
|
19.2K
$934K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.95KNew |
$195K - $225K
|
4.95K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.95KNew |
$194K - $225K
|
4.95K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
4.94K+ 4.23% |
$194K - $224K
|
122K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.92K+ 858.64% |
$193K - $223K
|
5.49K
$267K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.77KNew |
$187K - $216K
|
4.77K
$231K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.76K+ 16.95% |
$187K - $216K
|
32.8K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.74KNew |
$186K - $215K
|
4.74K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.74KNew |
$186K - $215K
|
4.74K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$185K - $213K
|
4.7K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.62KNew |
$182K - $210K
|
4.62K
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.55K+ 43.96% |
$179K - $206K
|
14.9K
$723K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.4K+ 5.1% |
$173K - $200K
|
90.8K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.39K+ 7.28% |
$173K - $199K
|
64.7K
$3.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.34K+ 29.42% |
$170K - $197K
|
19.1K
$926K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.77K+ 57.49% |
$148K - $171K
|
10.3K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
3.72K+ 3.29% |
$146K - $169K
|
117K
$5.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.51K+ 35.05% |
$138K - $159K
|
13.5K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
3.26K+ 4.32% |
$128K - $148K
|
78.6K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.14K+ 27.55% |
$123K - $142K
|
14.5K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.1K+ 9.1% |
$122K - $141K
|
37.2K
$1.81M
|