Purchases and Sales Made in Q3 2023 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
10.3KNew |
$380K - $435K
|
10.3K
$670K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.83K+ 14.57% |
$362K - $415K
|
77.3K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.79K+ 27.38% |
$361K - $413K
|
45.5K
$2.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.29K+ 105.35% |
$343K - $392K
|
18.1K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.82K+ 17.39% |
$325K - $372K
|
59.5K
$3.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.78KNew |
$324K - $370K
|
8.78K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.67K+ 12.27% |
$320K - $366K
|
79.4K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.96KNew |
$294K - $336K
|
7.96K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.65KNew |
$282K - $323K
|
7.65K
$497K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.61KNew |
$281K - $321K
|
7.61K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.59K+ 12.34% |
$280K - $320K
|
69.1K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
7.46K+ 59.73% |
$275K - $315K
|
19.9K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.3KNew |
$269K - $308K
|
7.3K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.23K+ 28.03% |
$266K - $305K
|
33K
$2.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.22K+ 9.63% |
$266K - $305K
|
82.2K
$5.34M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96KNew |
$257K - $294K
|
6.96K
$452K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.54KNew |
$241K - $276K
|
6.54K
$425K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
5.72K+ 4.88% |
$211K - $242K
|
123K
$7.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.49KNew |
$203K - $232K
|
5.49K
$357K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.36KNew |
$198K - $226K
|
5.36K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.28KNew |
$195K - $223K
|
5.28K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.19K+ 22.03% |
$191K - $219K
|
28.7K
$1.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.07K+ 33.94% |
$187K - $214K
|
20K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
4.79K+ 11.01% |
$177K - $202K
|
48.4K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
4.6K+ 57.5% |
$170K - $194K
|
12.6K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.39K+ 0.24% |
$162K - $185K
|
1.83M
$119M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.32K+ 26.11% |
$159K - $182K
|
20.9K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.88K+ 6.98% |
$143K - $164K
|
59.5K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.66K+ 7.61% |
$135K - $155K
|
51.8K
$3.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.24K+ 0.53% |
$119K - $137K
|
619K
$40.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
3.17K+ 2.93% |
$117K - $134K
|
111K
$7.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.96K+ 5.49% |
$109K - $125K
|
56.8K
$3.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Henry James International Management Inc.
|
BUY
|
- |
2.78K+ 24.67% |
$103K - $118K
|
14.1K
$914K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.76KNew |
$102K - $117K
|
2.76K
$180K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.65K+ 7.55% |
$97.6K - $112K
|
37.7K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.62K+ 9.92% |
$96.7K - $111K
|
29.1K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
2.5KNew |
$92.2K - $106K
|
2.5K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.37K+ 6.96% |
$87.4K - $100K
|
36.4K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.35K+ 13.13% |
$86.6K - $99.1K
|
20.2K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.33K+ 7.41% |
$86K - $98.5K
|
33.8K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.25K+ 22.38% |
$83K - $95K
|
12.3K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.18K+ 5.86% |
$80.4K - $92.1K
|
39.4K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17K+ 4.69% |
$80.2K - $91.8K
|
48.5K
$3.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13K+ 1.96% |
$78.5K - $89.8K
|
111K
$7.18M
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.13K+ 1.96% |
$78.5K - $89.8K
|
111K
$7.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
2.02K+ 10.62% |
$74.5K - $85.3K
|
21.1K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.02K+ 35.8% |
$74.5K - $85.3K
|
7.67K
$498K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.84K+ 31.89% |
$68K - $77.8K
|
7.63K
$496K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.76K+ 72.37% |
$65K - $74.4K
|
4.2K
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.76K+ 8.23% |
$64.9K - $74.3K
|
23.2K
$1.5M
|