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 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
327+ 2515.38% |
$12.1K - $13.8K
|
340
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
319+ 1.68% |
$11.8K - $13.5K
|
19.3K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$11.1K - $12.7K
|
300
$18.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
280New |
$10.3K - $11.8K
|
280
$17K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
251+ 4.42% |
$9.25K - $10.6K
|
5.92K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250+ 297.62% |
$9.22K - $10.6K
|
334
$20.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
238+ 3.45% |
$8.78K - $10K
|
7.13K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
206+ 0.73% |
$7.6K - $8.7K
|
28.4K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
205+ 1.03% |
$7.56K - $8.65K
|
20.1K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
175+ 0.39% |
$6.45K - $7.39K
|
45.6K
$2.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
168+ 1.36% |
$6.19K - $7.09K
|
12.5K
$759K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
130+ 2.52% |
$4.79K - $5.49K
|
5.3K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
122+ 0.32% |
$4.5K - $5.15K
|
38.1K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 1.03% |
$3.83K - $4.39K
|
10.2K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$3.69K - $4.22K
|
100
$6.08K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$3.32K - $3.8K
|
90
$5.47K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
89+ 82.41% |
$3.28K - $3.76K
|
197
$12K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
89+ 100.0% |
$3.28K - $3.76K
|
178
$10.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
85+ 0.56% |
$3.13K - $3.59K
|
15.3K
$932K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
78+ 1.43% |
$2.88K - $3.29K
|
5.53K
$336K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
66New |
$2.43K - $2.79K
|
66
$4.01K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
64+ 0.16% |
$2.36K - $2.7K
|
40.3K
$2.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
54New |
$1.99K - $2.28K
|
54
$3.28K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
46+ 0.48% |
$1.7K - $1.94K
|
9.57K
$582K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46New |
$1.7K - $1.94K
|
46
$2.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38+ 0.16% |
$1.4K - $1.6K
|
23.5K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$1.4K - $1.6K
|
38
$2.31K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
33+ 8.99% |
$1.22K - $1.39K
|
400
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24New |
$885 - $1.01K
|
24
$1.46K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.11% |
$258 - $295
|
6.67K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$221 - $253
|
6
$365
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.27% |
$184 - $211
|
399
$24.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
5+ 1.95% |
$184 - $211
|
262
$15.9K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.01% |
$36.9 - $42.2
|
19.7K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.09% |
$36.9 - $42.2
|
1.13K
$68.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$36.9 - $42.2
|
11.5K
$699K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3- 0.05% |
$111 - $127
|
5.98K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 4.95% |
$184 - $211
|
96
$5.84K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-6- 0.1% |
$221 - $253
|
6.23K
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9- 5.36% |
$332 - $380
|
159
$9.67K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16- 0.03% |
$590 - $675
|
61.2K
$3.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-41- 0.69% |
$1.51K - $1.73K
|
5.89K
$358K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-45- 6.28% |
$1.66K - $1.9K
|
671
$40.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 24.06% |
$1.88K - $2.15K
|
161
$9.79K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-58Closed |
$2.14K - $2.45K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-93- 5.51% |
$3.43K - $3.93K
|
1.6K
$97K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-97- 35.4% |
$3.58K - $4.09K
|
177
$10.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-104- 3.73% |
$3.83K - $4.39K
|
2.68K
$163K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-112- 52.83% |
$4.13K - $4.73K
|
100
$6.08K
|