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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.07K+ 56.58% |
$120K - $139K
|
8.48K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.06K+ 53.76% |
$120K - $139K
|
8.74K
$524K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3K+ 64.18% |
$118K - $136K
|
7.68K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3K+ 9.98% |
$118K - $136K
|
33.1K
$1.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.98K+ 34.12% |
$117K - $135K
|
11.7K
$702K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.88K+ 19.98% |
$113K - $131K
|
17.3K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.57K+ 16.86% |
$101K - $117K
|
17.8K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.52KNew |
$99.2K - $115K
|
2.52K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 14.93% |
$97.4K - $113K
|
19.1K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.4K+ 5.09% |
$94.4K - $109K
|
49.6K
$2.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.21K+ 9.16% |
$86.7K - $100K
|
26.3K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.12K+ 14.72% |
$83.4K - $96.3K
|
16.5K
$991K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.01K+ 40.61% |
$78.9K - $91.1K
|
6.95K
$416K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.84K+ 6.14% |
$72.4K - $83.7K
|
31.9K
$1.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.79K+ 16.54% |
$70.3K - $81.2K
|
12.6K
$755K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.64K+ 25.94% |
$64.4K - $74.3K
|
7.95K
$476K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.61K+ 4.41% |
$63.4K - $73.3K
|
38.2K
$2.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.61K+ 20.27% |
$63.4K - $73.2K
|
9.57K
$573K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.61K+ 22.17% |
$63.2K - $73K
|
8.86K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.54K+ 3.83% |
$60.5K - $69.9K
|
41.7K
$2.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.54K+ 5.2% |
$60.5K - $69.9K
|
31.1K
$1.87M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.48K+ 4.23% |
$58.2K - $67.2K
|
36.5K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 410.06% |
$57.7K - $66.6K
|
1.83K
$109K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.45K+ 4.98% |
$57K - $65.8K
|
30.6K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.44K+ 21.11% |
$56.5K - $65.3K
|
8.25K
$494K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.25K+ 35.96% |
$49K - $56.6K
|
4.72K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.21K+ 6.21% |
$47.6K - $55K
|
20.7K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 13.26% |
$46.4K - $53.6K
|
10.1K
$604K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.17K+ 2.05% |
$46K - $53.1K
|
58.2K
$3.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 19.24% |
$43.4K - $50.1K
|
6.84K
$410K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.08K+ 8.08% |
$42.3K - $48.9K
|
14.4K
$863K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.07KNew |
$42.2K - $48.8K
|
1.07K
$64.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.06K+ 1.76% |
$41.8K - $48.3K
|
61.4K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 5.46% |
$40.5K - $46.8K
|
19.9K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
885+ 9.44% |
$34.8K - $40.2K
|
10.3K
$615K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
880+ 3.35% |
$34.6K - $40K
|
27.2K
$1.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
877+ 30.83% |
$34.5K - $39.8K
|
3.72K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
833New |
$32.7K - $37.8K
|
833
$49.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
818+ 5.25% |
$32.2K - $37.1K
|
16.4K
$982K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
802+ 174.73% |
$31.5K - $36.4K
|
1.26K
$75.5K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
792+ 0.61% |
$31.1K - $36K
|
131K
$7.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
792+ 0.61% |
$31.1K - $36K
|
131K
$7.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
786+ 8.63% |
$30.9K - $35.7K
|
9.9K
$593K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
765+ 128.36% |
$30.1K - $34.7K
|
1.36K
$81.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
733+ 3.59% |
$28.8K - $33.3K
|
21.1K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
730+ 5.46% |
$28.7K - $33.1K
|
14.1K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
704+ 66.86% |
$27.7K - $32K
|
1.76K
$105K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
648+ 2.52% |
$25.5K - $29.4K
|
26.4K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
642+ 9.15% |
$25.2K - $29.1K
|
7.66K
$459K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
637+ 2.79% |
$25K - $28.9K
|
23.5K
$1.41M
|