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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.13K+ 4.17% |
$45.8K - $52K
|
28.3K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.02K+ 18.0% |
$41.1K - $46.6K
|
6.66K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.01K+ 1.69% |
$40.6K - $46.1K
|
60.6K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
983+ 2.53% |
$39.7K - $45.1K
|
39.8K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
972+ 6.89% |
$39.3K - $44.6K
|
15.1K
$812K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
966+ 9.41% |
$39K - $44.3K
|
11.2K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
950+ 2.98% |
$38.4K - $43.6K
|
32.8K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
904+ 10.96% |
$36.5K - $41.5K
|
9.16K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
877+ 16.15% |
$35.4K - $40.3K
|
6.31K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
873+ 3.72% |
$35.3K - $40.1K
|
24.4K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
720+ 10.36% |
$29.1K - $33.1K
|
7.67K
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
719+ 2.9% |
$29.1K - $33K
|
25.5K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
707+ 40.24% |
$28.6K - $32.5K
|
2.46K
$133K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
693New |
$28K - $31.8K
|
693
$37.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
675+ 3.08% |
$27.3K - $31K
|
22.6K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
646+ 1.3% |
$26.1K - $29.7K
|
50.2K
$2.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
622+ 10.17% |
$25.1K - $28.6K
|
6.74K
$363K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
619+ 7.26% |
$25K - $28.4K
|
9.14K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
607+ 1.66% |
$24.5K - $27.9K
|
37.1K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
586New |
$23.7K - $26.9K
|
586
$31.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
545+ 4.4% |
$22K - $25K
|
12.9K
$696K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
542+ 2.56% |
$21.9K - $24.9K
|
21.7K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
535+ 5.53% |
$21.6K - $24.6K
|
10.2K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
517+ 10.24% |
$20.9K - $23.7K
|
5.57K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
511New |
$20.7K - $23.5K
|
511
$27.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
507+ 24.3% |
$20.5K - $23.3K
|
2.59K
$140K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
500+ 60.98% |
$20.2K - $23K
|
1.32K
$71.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
494+ 4.34% |
$20K - $22.7K
|
11.9K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
482+ 33.06% |
$19.5K - $22.1K
|
1.94K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
473+ 9.97% |
$19.1K - $21.7K
|
5.22K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
450+ 138.46% |
$18.2K - $20.7K
|
775
$41.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
407+ 6.4% |
$16.5K - $18.7K
|
6.77K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$16.2K - $18.4K
|
400
$21.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
397+ 40.93% |
$16K - $18.2K
|
1.37K
$73.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
364New |
$14.7K - $16.7K
|
364
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
358+ 3.54% |
$14.5K - $16.4K
|
10.5K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
349+ 2.13% |
$14.1K - $16K
|
16.7K
$901K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
341+ 4.3% |
$13.8K - $15.7K
|
8.27K
$445K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
336New |
$13.6K - $15.4K
|
336
$18.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
331+ 5.09% |
$13.4K - $15.2K
|
6.83K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
318+ 1.2% |
$12.9K - $14.6K
|
26.7K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
310+ 2.55% |
$12.5K - $14.2K
|
12.5K
$671K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
310New |
$12.5K - $14.2K
|
310
$16.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
300+ 5.36% |
$12.1K - $13.8K
|
5.9K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
273+ 2.33% |
$11K - $12.5K
|
12K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
265+ 1.9% |
$10.7K - $12.2K
|
14.2K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
260+ 3.3% |
$10.5K - $11.9K
|
8.15K
$439K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
257+ 4.31% |
$10.4K - $11.8K
|
6.22K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
247+ 216.67% |
$9.98K - $11.3K
|
361
$19.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
228New |
$9.22K - $10.5K
|
228
$12.3K
|