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 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
226+ 11.92% |
$9.13K - $10.4K
|
2.12K
$117K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
225+ 1.31% |
$9.09K - $10.3K
|
17.4K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
190+ 0.46% |
$7.68K - $8.72K
|
41.5K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 25.15% |
$6.75K - $7.67K
|
831
$45.9K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
163+ 1.34% |
$6.59K - $7.48K
|
12.4K
$682K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
161+ 0.84% |
$6.51K - $7.39K
|
19.4K
$1.07M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
155New |
$6.27K - $7.12K
|
155
$8.55K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 2.36% |
$6.14K - $6.98K
|
6.59K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
147+ 1.85% |
$5.94K - $6.75K
|
8.1K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
145+ 0.54% |
$5.86K - $6.66K
|
27.2K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
138+ 1.93% |
$5.58K - $6.34K
|
7.28K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133New |
$5.38K - $6.11K
|
133
$7.34K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119+ 6.63% |
$4.81K - $5.46K
|
1.91K
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118+ 0.21% |
$4.77K - $5.42K
|
56.6K
$3.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
117+ 24.68% |
$4.73K - $5.37K
|
591
$32.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
109+ 72.67% |
$4.41K - $5K
|
259
$14.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
101+ 2.22% |
$4.08K - $4.64K
|
4.65K
$257K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100New |
$4.04K - $4.59K
|
100
$5.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
95+ 2.05% |
$3.84K - $4.36K
|
4.72K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
95New |
$3.84K - $4.36K
|
95
$5.24K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
90+ 100.0% |
$3.64K - $4.13K
|
180
$9.93K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
88New |
$3.56K - $4.04K
|
88
$4.86K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
84+ 70.0% |
$3.4K - $3.86K
|
204
$11.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
71+ 0.49% |
$2.87K - $3.26K
|
14.5K
$799K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
65+ 0.18% |
$2.63K - $2.98K
|
35.8K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
64+ 0.49% |
$2.59K - $2.94K
|
13.1K
$724K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
62+ 0.49% |
$2.51K - $2.85K
|
12.8K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
61+ 1.3% |
$2.47K - $2.8K
|
4.76K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 19.61% |
$2.43K - $2.75K
|
366
$20.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 1.61% |
$2.43K - $2.75K
|
3.78K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
52New |
$2.1K - $2.39K
|
52
$2.87K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
48New |
$1.94K - $2.2K
|
48
$2.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
47+ 25.41% |
$1.9K - $2.16K
|
232
$12.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
44New |
$1.78K - $2.02K
|
44
$2.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
44New |
$1.78K - $2.02K
|
44
$2.43K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.43% |
$1.29K - $1.47K
|
2.27K
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 1.71% |
$1.29K - $1.47K
|
1.91K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 12.65% |
$1.25K - $1.42K
|
276
$15.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
26+ 0.47% |
$1.05K - $1.19K
|
5.52K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
22+ 44.9% |
$889 - $1.01K
|
71
$3.92K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22+ 0.27% |
$889 - $1.01K
|
8.12K
$448K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20New |
$808 - $918
|
20
$1.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 73.91% |
$687 - $780
|
40
$2.21K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 17.98% |
$647 - $735
|
105
$5.79K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13+ 0.96% |
$525 - $597
|
1.37K
$75.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.15% |
$202 - $230
|
438
$24.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4+ 57.14% |
$162 - $184
|
11
$607
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$121 - $138
|
3
$166
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.5% |
$80.8 - $91.8
|
406
$22.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.02% |
$80.8 - $91.8
|
9.03K
$498K
|