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
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-135- 8.36% |
$5.31K - $6.13K
|
1.48K
$88.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-139- 95.21% |
$5.46K - $6.31K
|
7
$419
|
|
|
Aug 09, 2024
Q2 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-140- -0.0% |
$5.5K - $6.36K
|
2.99M
$179M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-150- 0.22% |
$5.9K - $6.81K
|
68.9K
$4.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-167- 8.1% |
$6.56K - $7.58K
|
1.9K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-170- 2.67% |
$6.68K - $7.72K
|
6.2K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194- 2.79% |
$7.63K - $8.81K
|
6.77K
$406K
|
|
|
Aug 05, 2024
Q2 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-202- 0.7% |
$7.94K - $9.17K
|
28.8K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-214- 1.23% |
$8.41K - $9.72K
|
17.2K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-242- 1.09% |
$9.51K - $11K
|
21.9K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-248- 0.7% |
$9.75K - $11.3K
|
35.1K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-253- 24.54% |
$9.95K - $11.5K
|
778
$46.6K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-261- 1.72% |
$10.3K - $11.8K
|
14.9K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-273- 1.09% |
$10.7K - $12.4K
|
24.8K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-297- 11.24% |
$11.7K - $13.5K
|
2.35K
$140K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-300- 2.92% |
$11.8K - $13.6K
|
9.97K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-315- 2.21% |
$12.4K - $14.3K
|
13.9K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-325- 10.74% |
$12.8K - $14.8K
|
2.7K
$162K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-354- 31.52% |
$13.9K - $16.1K
|
769
$46.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-368- 2.96% |
$14.5K - $16.7K
|
12.1K
$722K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-403- 1.6% |
$15.8K - $18.3K
|
24.8K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-414- 7.63% |
$16.3K - $18.8K
|
5.02K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-450- 35.43% |
$17.7K - $20.4K
|
820
$49.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-497- 3.25% |
$19.5K - $22.6K
|
14.8K
$886K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-500- 17.51% |
$19.7K - $22.7K
|
2.36K
$141K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-530- 9.5% |
$20.8K - $24.1K
|
5.05K
$302K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-593- 78.96% |
$23.3K - $26.9K
|
158
$9.47K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-866- 7.18% |
$34K - $39.3K
|
11.2K
$670K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-895- 15.51% |
$35.2K - $40.6K
|
4.88K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-957- 5.27% |
$37.6K - $43.4K
|
17.2K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 23.89% |
$48.2K - $55.7K
|
3.91K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.25K- 4.06% |
$49.1K - $56.8K
|
29.6K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-1.32K- 1.98% |
$51.9K - $59.9K
|
65.5K
$3.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.32K- 4.66% |
$52K - $60K
|
27K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.4K- 3.64% |
$55.2K - $63.7K
|
37.2K
$2.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.52K- 4.28% |
$59.9K - $69.2K
|
34.1K
$2.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.6K- 4.9% |
$62.9K - $72.6K
|
31.1K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.78K- 5.17% |
$70K - $80.8K
|
32.7K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.81K- 4.46% |
$71.3K - $82.3K
|
38.8K
$2.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.03K- 3.89% |
$79.8K - $92.2K
|
50.2K
$3.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.04K- 76.02% |
$80.1K - $92.5K
|
643
$38.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.04K- 17.2% |
$80.2K - $92.7K
|
9.83K
$589K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.6K- 1.96% |
$102K - $118K
|
130K
$7.78M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.64K- 15.35% |
$104K - $120K
|
14.6K
$873K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.65K- 10.27% |
$104K - $120K
|
23.2K
$1.39M
|
|
|
Aug 19, 2024
Q2 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-3.02K- 5.45% |
$119K - $137K
|
52.4K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.03K- 6.84% |
$119K - $138K
|
41.3K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.14K- 16.77% |
$123K - $142K
|
15.6K
$932K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.37K- 1.42% |
$133K - $153K
|
234K
$14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.98K- 7.1% |
$156K - $181K
|
52.1K
$3.12M
|