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 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
567+ 10.51% |
$22.3K - $25.7K
|
5.96K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
555+ 2.46% |
$21.8K - $25.2K
|
23.2K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
545+ 4.6% |
$21.4K - $24.7K
|
12.4K
$742K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
525+ 1.49% |
$20.6K - $23.8K
|
35.7K
$2.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
523+ 1.51% |
$20.6K - $23.7K
|
35.2K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$19.7K - $22.7K
|
500
$30K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
493+ 8.25% |
$19.4K - $22.4K
|
6.47K
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
474New |
$18.6K - $21.5K
|
474
$28.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
426+ 85.37% |
$16.7K - $19.3K
|
925
$55.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
409+ 38.99% |
$16.1K - $18.6K
|
1.46K
$87.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
396+ 0.19% |
$15.6K - $18K
|
210K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
367+ 4.88% |
$14.4K - $16.7K
|
7.89K
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
366+ 0.22% |
$14.4K - $16.6K
|
164K
$9.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
365+ 1.2% |
$14.3K - $16.6K
|
30.7K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
356+ 4.04% |
$14K - $16.2K
|
9.17K
$550K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
355+ 4.18% |
$14K - $16.1K
|
8.86K
$531K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
346+ 6.82% |
$13.6K - $15.7K
|
5.42K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
338+ 5.93% |
$13.3K - $15.3K
|
6.04K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
316+ 5.93% |
$12.4K - $14.3K
|
5.65K
$338K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 1200.0% |
$11.8K - $13.6K
|
325
$19.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
287+ 1.83% |
$11.3K - $13K
|
16K
$957K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 9.17% |
$11.2K - $12.9K
|
3.39K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
273+ 4.48% |
$10.7K - $12.4K
|
6.36K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
230+ 1.79% |
$9.04K - $10.4K
|
13.1K
$782K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
216+ 3.32% |
$8.49K - $9.81K
|
6.72K
$403K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
211+ 0.81% |
$8.29K - $9.58K
|
26.2K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
207+ 4.77% |
$8.14K - $9.4K
|
4.55K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
195New |
$7.67K - $8.85K
|
195
$11.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
180New |
$7.08K - $8.17K
|
180
$10.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
172+ 0.36% |
$6.76K - $7.81K
|
47.6K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
164+ 1.96% |
$6.45K - $7.45K
|
8.52K
$511K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
158New |
$6.21K - $7.17K
|
158
$9.47K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
146+ 91.82% |
$5.74K - $6.63K
|
305
$18.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
143New |
$5.62K - $6.49K
|
143
$8.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
136+ 2.16% |
$5.35K - $6.17K
|
6.43K
$385K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
135+ 2.14% |
$5.31K - $6.13K
|
6.44K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
123+ 2.32% |
$4.84K - $5.58K
|
5.43K
$325K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
120+ 1.25% |
$4.72K - $5.45K
|
9.68K
$580K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
114New |
$4.48K - $5.18K
|
114
$6.83K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
90+ 5.76% |
$3.54K - $4.09K
|
1.65K
$99K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 4.85% |
$3.26K - $3.77K
|
1.8K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
81New |
$3.18K - $3.68K
|
81
$4.85K
|
|
|
Jul 12, 2024
Q2 2024
|
Henry James International Management Inc.
|
BUY
|
- |
81+ 0.57% |
$3.18K - $3.68K
|
14.2K
$849K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 3.99% |
$2.83K - $3.27K
|
1.88K
$112K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
70New |
$2.75K - $3.18K
|
70
$4.19K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66+ 36.07% |
$2.59K - $3K
|
249
$14.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
64+ 1.26% |
$2.52K - $2.91K
|
5.16K
$309K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
63+ 7.37% |
$2.48K - $2.86K
|
918
$55K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
61+ 0.26% |
$2.4K - $2.77K
|
23.2K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57+ 7.12% |
$2.24K - $2.59K
|
857
$51.3K
|