Purchases and Sales Made in Q3 2022 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10.6KNew |
$66.7K - $354K
|
10.6K
$542K
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
10.2KNew |
$64K - $339K
|
10.2K
$521K
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
10.1K+ 16.78% |
$63.7K - $338K
|
70.3K
$3.61M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
9.1KNew |
$57.4K - $304K
|
9.1K
$467K
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
8.69KNew |
$54.9K - $291K
|
8.69K
$446K
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.32KNew |
$52.5K - $278K
|
8.32K
$427K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
7.71KNew |
$48.6K - $258K
|
7.71K
$395K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.55KNew |
$47.6K - $252K
|
7.55K
$387K
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.34KNew |
$46.3K - $245K
|
7.34K
$376K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.19K+ 92.02% |
$45.3K - $240K
|
15K
$769K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.68K+ 2.51% |
$42.1K - $223K
|
273K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.44K+ 103.01% |
$40.6K - $215K
|
12.7K
$650K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.53K+ 64.94% |
$34.9K - $185K
|
14K
$720K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.2KNew |
$32.8K - $174K
|
5.2K
$267K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.83K+ 40.56% |
$30.4K - $161K
|
16.7K
$858K
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.46K+ 13.08% |
$28.1K - $149K
|
38.5K
$1.98M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.42K+ 15.09% |
$27.9K - $148K
|
33.7K
$1.73M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.42K+ 15.09% |
$27.9K - $148K
|
33.7K
$1.73M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.44K+ 25.17% |
$21.7K - $115K
|
17.1K
$878K
|
|
Nov 14, 2022
Q3 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
3.37K+ 1.6% |
$21.2K - $113K
|
214K
$11M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.35K+ 48.56% |
$21.1K - $112K
|
10.2K
$525K
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
3.17K+ 8.99% |
$20K - $106K
|
38.4K
$1.97M
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
2.91K+ 65.9% |
$18.4K - $97.4K
|
7.34K
$376K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.61KNew |
$16.5K - $87.3K
|
2.61K
$134K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.58K+ 4.09% |
$16.3K - $86.1K
|
65.5K
$3.36M
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
2.5KNew |
$15.8K - $83.6K
|
2.5K
$128K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.45K+ 2.92% |
$15.5K - $82K
|
86.3K
$4.43M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.26KNew |
$14.2K - $75.5K
|
2.26K
$116K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.01K+ 6.22% |
$12.7K - $67.2K
|
34.3K
$1.76M
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.85K+ 7.73% |
$11.7K - $61.9K
|
25.8K
$1.32M
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.76KNew |
$11.1K - $59K
|
1.76K
$90.5K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.66K+ 16.19% |
$10.5K - $55.4K
|
11.9K
$610K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.64K+ 23.05% |
$10.3K - $54.7K
|
8.73K
$448K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.63KNew |
$10.3K - $54.3K
|
1.63K
$83.3K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.47K+ 3.55% |
$9.3K - $49.3K
|
43K
$2.2M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.35K+ 4.81% |
$8.52K - $45.2K
|
29.4K
$1.51M
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.26K+ 10.35% |
$7.97K - $42.2K
|
13.5K
$691K
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.24K+ 14.8% |
$7.81K - $41.4K
|
9.59K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.11K+ 5.45% |
$6.99K - $37K
|
21.4K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.1K+ 3.11% |
$6.96K - $36.9K
|
36.6K
$1.88M
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
1.1K+ 1.58% |
$6.92K - $36.7K
|
70.7K
$3.62M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 7.02% |
$6.91K - $36.6K
|
16.7K
$856K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.07K+ 102.78% |
$6.78K - $35.9K
|
2.12K
$109K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.03K+ 17.72% |
$6.52K - $34.5K
|
6.86K
$352K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.01K+ 118.48% |
$6.39K - $33.9K
|
1.87K
$95.8K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 1.56% |
$6.37K - $33.8K
|
65.8K
$3.37M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 100.0% |
$6.31K - $33.4K
|
2K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
986+ 1.29% |
$6.22K - $33K
|
77.5K
$3.97M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
865+ 6.57% |
$5.46K - $28.9K
|
14K
$720K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
705+ 131.04% |
$4.45K - $23.6K
|
1.24K
$63.8K
|