Purchases and Sales Made in Q3 2024 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q3 2024. 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 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
8.26K+ 26.56% |
$334K - $379K
|
39.3K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.45K+ 2.46% |
$301K - $342K
|
310K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.22KNew |
$292K - $331K
|
7.22K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7.16K+ 106.63% |
$289K - $329K
|
13.9K
$747K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.15KNew |
$289K - $328K
|
7.15K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.27KNew |
$254K - $288K
|
6.27K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.06K+ 24.87% |
$245K - $278K
|
30.4K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.06K+ 19.51% |
$245K - $278K
|
37.1K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.87K+ 21.53% |
$237K - $269K
|
33.1K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.83KNew |
$235K - $267K
|
5.83K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5.68KNew |
$230K - $261K
|
5.68K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.62K+ 3.49% |
$227K - $258K
|
167K
$8.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.24K+ 26.61% |
$212K - $241K
|
24.9K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.81KNew |
$195K - $221K
|
4.81K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.8K+ 71.35% |
$194K - $220K
|
11.5K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.75K+ 15.49% |
$192K - $218K
|
35.4K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.71KNew |
$190K - $216K
|
4.71K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.6KNew |
$186K - $211K
|
4.6K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.49K+ 12.8% |
$181K - $206K
|
39.6K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.26K+ 21.41% |
$172K - $196K
|
24.2K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.04K+ 47.57% |
$163K - $185K
|
12.5K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.02K+ 4.95% |
$163K - $185K
|
85.3K
$4.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.59K+ 20.8% |
$145K - $165K
|
20.9K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.55K+ 6.56% |
$144K - $163K
|
57.7K
$3.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.45K+ 23.18% |
$139K - $158K
|
18.3K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.39KNew |
$137K - $156K
|
3.39K
$183K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.21K+ 53.7% |
$130K - $147K
|
9.19K
$495K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.19KNew |
$129K - $146K
|
3.19K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$124K - $141K
|
3.07K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.91K+ 44.98% |
$118K - $134K
|
9.38K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.88K+ 19.48% |
$116K - $132K
|
17.7K
$952K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.78K+ 11.62% |
$112K - $128K
|
26.7K
$1.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.69KNew |
$109K - $124K
|
2.69K
$145K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.53K+ 2.78% |
$102K - $116K
|
93.3K
$5.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.25K+ 5.88% |
$90.9K - $103K
|
40.5K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.03K+ 35.95% |
$81.9K - $93K
|
7.66K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.93KNew |
$77.8K - $88.4K
|
1.93K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.91K+ 1.66% |
$77.1K - $87.6K
|
117K
$6.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.75K+ 28.23% |
$70.7K - $80.3K
|
7.95K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 25.27% |
$69.8K - $79.3K
|
8.57K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.65K+ 14.72% |
$66.6K - $75.6K
|
12.8K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.59K+ 15.77% |
$64.2K - $73K
|
11.7K
$628K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.45K+ 1.18% |
$58.6K - $66.6K
|
125K
$6.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.43K+ 18.15% |
$57.8K - $65.7K
|
9.32K
$502K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.36K+ 28.84% |
$55K - $62.4K
|
6.08K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.31K+ 9.7% |
$53.1K - $60.3K
|
14.8K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.28K+ 2.7% |
$51.8K - $58.9K
|
48.8K
$2.63M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.26K+ 5.83% |
$50.8K - $57.7K
|
22.8K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.24K+ 11.98% |
$50K - $56.8K
|
11.6K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 12.03% |
$48.1K - $54.6K
|
11.1K
$597K
|