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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-26- 18.57% |
$164 - $869
|
114
$5.85K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 17.0% |
$215 - $1.14K
|
166
$8.51K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-78- 21.14% |
$492 - $2.61K
|
291
$14.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-85- 6.48% |
$536 - $2.84K
|
1.23K
$62.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 2.17% |
$631 - $3.34K
|
4.5K
$231K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-104- 40.63% |
$656 - $3.48K
|
152
$7.8K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-207- 66.35% |
$1.31K - $6.92K
|
105
$5.39K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-241- 52.85% |
$1.52K - $8.06K
|
215
$11K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-272- 1.8% |
$1.72K - $9.1K
|
14.9K
$762K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-373- 0.69% |
$2.35K - $12.5K
|
53.9K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-389- 0.98% |
$2.45K - $13K
|
39.4K
$2.02M
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-410- 65.92% |
$2.59K - $13.7K
|
212
$10.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-415- 1.93% |
$2.62K - $13.9K
|
21K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-438- 6.83% |
$2.76K - $14.6K
|
5.98K
$307K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-487- 3.69% |
$3.07K - $16.3K
|
12.7K
$652K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-510- 5.3% |
$3.22K - $17.1K
|
9.11K
$467K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-547- 4.53% |
$3.45K - $18.3K
|
11.5K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-550- 1.52% |
$3.47K - $18.4K
|
35.7K
$1.83M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-701- 57.65% |
$4.42K - $23.4K
|
515
$26.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-751- 6.85% |
$4.74K - $25.1K
|
10.2K
$524K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-787- 19.21% |
$4.97K - $26.3K
|
3.31K
$170K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-894- 1.69% |
$5.64K - $29.9K
|
51.9K
$2.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-990- 12.03% |
$6.25K - $33.1K
|
7.24K
$371K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.01K- 10.49% |
$6.35K - $33.6K
|
8.58K
$440K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.02K- 0.68% |
$6.46K - $34.2K
|
149K
$7.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-1.07K- 11.79% |
$6.75K - $35.8K
|
8.01K
$411K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.1K- 7.4% |
$6.95K - $36.9K
|
13.8K
$707K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.3K- 65.69% |
$8.19K - $43.4K
|
678
$34.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.7K- 10.29% |
$10.7K - $56.7K
|
14.8K
$759K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 9.7% |
$10.7K - $56.8K
|
15.8K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.73K- 5.19% |
$10.9K - $57.8K
|
31.6K
$1.62M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.84K- 9.59% |
$11.6K - $61.6K
|
17.4K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.99K- 7.47% |
$12.5K - $66.4K
|
24.6K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.25K- 8.49% |
$14.2K - $75.4K
|
24.3K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 4.49% |
$14.3K - $75.9K
|
48.3K
$2.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-2.51K- 10.1% |
$15.8K - $83.9K
|
22.3K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.57K- 5.45% |
$16.2K - $85.9K
|
44.6K
$2.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.7K- 7.8% |
$17K - $90.2K
|
31.9K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.81K- 17.27% |
$17.8K - $94.1K
|
13.5K
$691K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.85K- 20.15% |
$18K - $95.4K
|
11.3K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.98K- 12.97% |
$18.8K - $99.5K
|
20K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.09K- 3.91% |
$19.5K - $103K
|
75.8K
$3.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.45K- 9.91% |
$21.8K - $115K
|
31.4K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.54K- 15.8% |
$22.3K - $118K
|
18.9K
$968K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.95K- 14.72% |
$24.9K - $132K
|
22.9K
$1.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-3.99K- 52.61% |
$25.2K - $133K
|
3.59K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.03K- 12.14% |
$25.5K - $135K
|
29.2K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.67K- 16.01% |
$29.5K - $156K
|
24.5K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.75K- 55.3% |
$36.3K - $192K
|
4.65K
$238K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.56K- 85.57% |
$41.4K - $220K
|
1.11K
$56.8K
|