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 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
56+ 8.74% |
$2.2K - $2.54K
|
697
$33.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 5.9% |
$2.12K - $2.45K
|
970
$47.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.97K - $2.27K
|
50
$2.43K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 48.08% |
$1.97K - $2.27K
|
154
$7.48K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$1.97K - $2.27K
|
50
$2.43K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.81% |
$1.93K - $2.22K
|
6.12K
$297K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
49New |
$1.93K - $2.22K
|
49
$2.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
49+ 0.81% |
$1.93K - $2.22K
|
6.12K
$297K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43+ 48.86% |
$1.69K - $1.95K
|
131
$6.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
43+ 55.84% |
$1.69K - $1.95K
|
120
$5.82K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
39New |
$1.53K - $1.77K
|
39
$1.89K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 35.51% |
$1.49K - $1.73K
|
145
$7.04K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
34+ 0.27% |
$1.34K - $1.54K
|
12.7K
$617K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
33New |
$1.3K - $1.5K
|
33
$1.6K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
29+ 7.18% |
$1.14K - $1.32K
|
433
$21K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22+ 1.34% |
$865 - $999
|
1.66K
$80.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$826 - $953
|
21
$1.02K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
20+ 0.18% |
$786 - $908
|
11K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
18New |
$708 - $817
|
18
$874
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 2.15% |
$550 - $636
|
664
$32.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 6.03% |
$550 - $636
|
246
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.04% |
$275 - $318
|
19.6K
$953K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 7.25% |
$197 - $227
|
74
$3.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 5.56% |
$157 - $182
|
76
$3.69K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 6.52% |
$118 - $136
|
49
$2.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 3.9% |
$118 - $136
|
80
$3.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3+ 1.65% |
$118 - $136
|
185
$8.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.03% |
$118 - $136
|
9.03K
$438K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$78.6 - $90.8
|
9.08K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.11% |
$78.6 - $90.8
|
1.88K
$91.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 6.32% |
$236 - $272
|
89
$4.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-8- 0.13% |
$314 - $363
|
6.01K
$292K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9- 0.04% |
$354 - $409
|
25.5K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12- 12.5% |
$472 - $545
|
84
$4.08K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.84% |
$747 - $863
|
2.24K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-39- 62.9% |
$1.53K - $1.77K
|
23
$1.12K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 33.06% |
$1.61K - $1.86K
|
83
$4.03K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-46- 0.91% |
$1.81K - $2.09K
|
5K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.34% |
$1.85K - $2.13K
|
13.9K
$673K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-53- 0.66% |
$2.08K - $2.41K
|
7.93K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60- 10.71% |
$2.36K - $2.72K
|
500
$24.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-62- 0.54% |
$2.44K - $2.81K
|
11.4K
$553K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-62- 2.89% |
$2.44K - $2.81K
|
2.09K
$101K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-69- 1.24% |
$2.71K - $3.13K
|
5.5K
$267K
|
|
|
Aug 02, 2024
Q2 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-107- 0.63% |
$4.21K - $4.86K
|
16.9K
$822K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-118- 0.44% |
$4.64K - $5.36K
|
26.6K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-120- 1.57% |
$4.72K - $5.45K
|
7.55K
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-135- 0.78% |
$5.31K - $6.13K
|
17.2K
$836K
|