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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.73K+ 0.12% |
$63.7K - $72.9K
|
1.47M
$89.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.71K+ 8.57% |
$63.2K - $72.3K
|
21.7K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.7K+ 9.28% |
$62.7K - $71.8K
|
20K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 20.67% |
$61.4K - $70.3K
|
9.72K
$591K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.65KNew |
$60.9K - $69.8K
|
1.65K
$100K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.63K+ 31.82% |
$60K - $68.6K
|
6.74K
$409K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 4.36% |
$59.8K - $68.5K
|
38.8K
$2.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.55K+ 6.01% |
$57K - $65.3K
|
27.3K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.46KNew |
$53.9K - $61.7K
|
1.46K
$88.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.42K+ 4.65% |
$52.2K - $59.8K
|
31.9K
$1.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.39K+ 4.92% |
$51.2K - $58.6K
|
29.6K
$1.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.37K+ 2.6% |
$50.3K - $57.6K
|
53.9K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.28K+ 5.79% |
$47.1K - $53.9K
|
23.3K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.18K+ 5.03% |
$43.4K - $49.6K
|
24.6K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 27.36% |
$38.9K - $44.6K
|
4.92K
$299K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.03K+ 4.68% |
$37.9K - $43.3K
|
23K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
1.02KNew |
$37.5K - $42.9K
|
1.02K
$61.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1KNew |
$36.9K - $42.2K
|
1K
$60.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
984+ 4.43% |
$36.3K - $41.5K
|
23.2K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
969+ 1.47% |
$35.7K - $40.9K
|
67.1K
$4.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
800+ 77.9% |
$29.5K - $33.8K
|
1.83K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
798+ 73.21% |
$29.4K - $33.7K
|
1.89K
$115K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
794+ 11.26% |
$29.3K - $33.5K
|
7.84K
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
769New |
$28.4K - $32.5K
|
769
$46.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
769+ 5.46% |
$28.4K - $32.5K
|
14.8K
$902K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
765+ 14.45% |
$28.2K - $32.3K
|
6.06K
$368K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
735+ 3.19% |
$27.1K - $31K
|
23.8K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
726+ 2.06% |
$26.8K - $30.6K
|
36K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
676+ 17.59% |
$24.9K - $28.5K
|
4.52K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
671New |
$24.7K - $28.3K
|
671
$40.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
622+ 4.89% |
$22.9K - $26.3K
|
13.3K
$810K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
611+ 5.13% |
$22.5K - $25.8K
|
12.5K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
539New |
$19.9K - $22.8K
|
539
$32.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
538+ 23.76% |
$19.8K - $22.7K
|
2.8K
$170K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
514+ 5.79% |
$19K - $21.7K
|
9.39K
$571K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
470+ 3.86% |
$17.3K - $19.8K
|
12.6K
$768K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
469+ 6.02% |
$17.3K - $19.8K
|
8.26K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
464+ 5.99% |
$17.1K - $19.6K
|
8.22K
$499K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
462+ 6.67% |
$17K - $19.5K
|
7.39K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
462+ 6.67% |
$17K - $19.5K
|
7.39K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
459+ 7.61% |
$16.9K - $19.4K
|
6.49K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
439+ 19.11% |
$16.2K - $18.5K
|
2.74K
$166K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
400+ 3.67% |
$14.7K - $16.9K
|
11.3K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
393+ 1.41% |
$14.5K - $16.6K
|
28.2K
$1.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
362+ 1.45% |
$13.3K - $15.3K
|
25.2K
$1.53M
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
358+ 4.78% |
$13.2K - $15.1K
|
7.84K
$477K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
337+ 192.57% |
$12.4K - $14.2K
|
512
$31.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
335+ 33.98% |
$12.4K - $14.1K
|
1.32K
$80.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
335New |
$12.4K - $14.1K
|
335
$20.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
335New |
$12.4K - $14.1K
|
335
$20.4K
|