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 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
622+ 77.17% |
$3.92K - $20.8K
|
1.43K
$73.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
610+ 5.23% |
$3.85K - $20.4K
|
12.3K
$629K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
603+ 6.37% |
$3.8K - $20.2K
|
10.1K
$516K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
580+ 0.87% |
$3.66K - $19.4K
|
66.9K
$3.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
555+ 6.63% |
$3.5K - $18.6K
|
8.92K
$458K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
487+ 52.54% |
$3.07K - $16.3K
|
1.41K
$72.5K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
441+ 15.95% |
$2.78K - $14.7K
|
3.21K
$164K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
440+ 3.09% |
$2.78K - $14.7K
|
14.7K
$752K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
343+ 1.57% |
$2.16K - $11.5K
|
22.2K
$1.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
341+ 370.65% |
$2.15K - $11.4K
|
433
$22.2K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
270New |
$1.7K - $9.03K
|
270
$13.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
265+ 20.23% |
$1.67K - $8.86K
|
1.58K
$80.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
259+ 124.52% |
$1.63K - $8.66K
|
467
$24K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
218+ 127.49% |
$1.38K - $7.29K
|
389
$20K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 20.09% |
$1.15K - $6.09K
|
1.09K
$55.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
179+ 1.55% |
$1.13K - $5.99K
|
11.7K
$600K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
176+ 0.82% |
$1.11K - $5.89K
|
21.6K
$1.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
156New |
$984 - $5.22K
|
156
$8K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
150New |
$946 - $5.02K
|
150
$7.69K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
126+ 0.18% |
$795 - $4.21K
|
69.2K
$3.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
104+ 4.15% |
$656 - $3.48K
|
2.61K
$134K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$631 - $3.34K
|
100
$5.13K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
95+ 2.3% |
$599 - $3.18K
|
4.22K
$217K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
91+ 0.25% |
$574 - $3.04K
|
36K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
89New |
$562 - $2.98K
|
89
$4.56K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
87+ 0.61% |
$549 - $2.91K
|
14.4K
$738K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
64+ 16.41% |
$404 - $2.14K
|
454
$23.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
63New |
$398 - $2.11K
|
63
$3.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
54+ 0.32% |
$341 - $1.81K
|
16.8K
$863K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
45New |
$284 - $1.5K
|
45
$2.31K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
45+ 195.65% |
$284 - $1.5K
|
68
$3.49K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 0.97% |
$233 - $1.24K
|
3.84K
$197K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
35+ 26.32% |
$221 - $1.17K
|
168
$8.62K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 15.66% |
$164 - $869
|
192
$9.85K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
18+ 2.71% |
$114 - $602
|
683
$35K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
14New |
$88.3 - $468
|
14
$718
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11+ 10.48% |
$69.4 - $368
|
116
$5.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10+ 2.65% |
$63.1 - $334
|
388
$19.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 28.0% |
$44.2 - $234
|
32
$1.64K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 16.0% |
$25.2 - $134
|
29
$1.49K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.56% |
$6.31 - $33.4
|
65
$3.33K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.85% |
$6.31 - $33.4
|
55
$2.82K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-10- 47.62% |
$63.1 - $334
|
11
$564
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-14- 0.06% |
$88.3 - $468
|
23.5K
$1.21M
|