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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-117- 5.24% |
$4.31K - $4.94K
|
2.11K
$129K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-119- 14.58% |
$4.39K - $5.02K
|
697
$42.4K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-145- 4.52% |
$5.35K - $6.12K
|
3.07K
$186K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-156- 2.77% |
$5.75K - $6.58K
|
5.47K
$333K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-160- 10.5% |
$5.9K - $6.75K
|
1.36K
$82.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-161- 0.61% |
$5.94K - $6.8K
|
26.3K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-175- 2.31% |
$6.45K - $7.39K
|
7.39K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-205- 5.61% |
$7.56K - $8.65K
|
3.45K
$210K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-272- 28.19% |
$10K - $11.5K
|
693
$42.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-286- 3.98% |
$10.5K - $12.1K
|
6.9K
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-350- 18.94% |
$12.9K - $14.8K
|
1.5K
$91.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-355- 0.69% |
$13.1K - $15K
|
50.8K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-360- 5.36% |
$13.3K - $15.2K
|
6.36K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-429- 1.48% |
$15.8K - $18.1K
|
28.6K
$1.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-497- 5.08% |
$18.3K - $21K
|
9.28K
$564K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-500- 1.61% |
$18.4K - $21.1K
|
30.5K
$1.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-529- 6.03% |
$19.5K - $22.3K
|
8.24K
$501K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-628- 6.23% |
$23.2K - $26.5K
|
9.46K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-697- 2.78% |
$25.7K - $29.4K
|
24.4K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-705- 7.52% |
$26K - $29.8K
|
8.67K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-747- 11.5% |
$27.5K - $31.5K
|
5.75K
$349K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-747- 11.5% |
$27.5K - $31.5K
|
5.75K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-816- 2.8% |
$30.1K - $34.4K
|
28.4K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.02K- 5.59% |
$37.6K - $43.1K
|
17.2K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.05K- 2.19% |
$38.8K - $44.4K
|
46.9K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.1K- 6.99% |
$40.4K - $46.3K
|
14.6K
$888K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.33K- 13.93% |
$49.1K - $56.3K
|
8.23K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.34K- 14.85% |
$49.5K - $56.6K
|
7.7K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.36K- 6.87% |
$50.1K - $57.4K
|
18.4K
$1.12M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.44K- 3.37% |
$53.2K - $61K
|
41.4K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.54K- 82.33% |
$56.7K - $64.9K
|
330
$20.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.57K- 11.62% |
$57.9K - $66.3K
|
11.9K
$726K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.59K- 16.18% |
$58.8K - $67.3K
|
8.26K
$502K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.61K- 0.69% |
$59.3K - $67.8K
|
232K
$14.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.86K- 2.78% |
$68.6K - $78.5K
|
65.1K
$3.96M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.01K- 26.27% |
$74.1K - $84.8K
|
5.64K
$343K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.2K- 2.09% |
$81.1K - $92.8K
|
103K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.34K- 30.77% |
$86.3K - $98.8K
|
5.26K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-2.49K- 3.44% |
$91.7K - $105K
|
69.8K
$4.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.5K- 19.51% |
$92.2K - $106K
|
10.3K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.51K- 7.93% |
$92.4K - $106K
|
29.1K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.7K- 13.61% |
$99.5K - $114K
|
17.1K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.05K- 5.79% |
$112K - $129K
|
49.6K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.15K- 3.98% |
$116K - $133K
|
76K
$4.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.2K- 2.08% |
$118K - $135K
|
151K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.21K- 19.85% |
$119K - $136K
|
13K
$789K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.72K- 3.67% |
$137K - $157K
|
97.4K
$5.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.85K- 11.25% |
$142K - $162K
|
30.3K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.04K- 24.76% |
$149K - $171K
|
12.3K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.22K- 6.69% |
$155K - $178K
|
58.8K
$3.58M
|