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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 4.76% |
$40.4 - $45.9
|
22
$1.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$40.4 - $45.9
|
14.9K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.01% |
$40.4 - $45.9
|
19.6K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 1.25% |
$40.4 - $45.9
|
81
$4.88K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.35% |
$40.4 - $45.9
|
75
$4.52K
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1+ 0.01% |
$40.4 - $45.9
|
14.2K
$854K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1- 0.02% |
$40.4 - $45.9
|
4.88K
$294K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$40.4 - $45.9
|
1.07K
$64.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 7.14% |
$80.8 - $91.8
|
26
$1.57K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 2.1% |
$445 - $505
|
512
$30.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15- 3.46% |
$606 - $689
|
418
$25.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17- 94.44% |
$687 - $780
|
1
$60.3
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-20- 6.08% |
$808 - $918
|
309
$18.6K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.35% |
$849 - $964
|
6.02K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.32% |
$889 - $1.01K
|
1.64K
$99K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25- 0.93% |
$1.01K - $1.15K
|
2.68K
$161K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-26- 1.57% |
$1.05K - $1.19K
|
1.63K
$98.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-40- 0.7% |
$1.62K - $1.84K
|
5.64K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 4.67% |
$1.62K - $1.84K
|
817
$49.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-41- 0.03% |
$1.66K - $1.88K
|
158K
$9.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-47- 0.73% |
$1.9K - $2.16K
|
6.39K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-58- 19.02% |
$2.34K - $2.66K
|
247
$14.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-61- 0.84% |
$2.47K - $2.8K
|
7.2K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-63- 0.71% |
$2.55K - $2.89K
|
8.79K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-69- 0.76% |
$2.79K - $3.17K
|
9.01K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-82- 1.07% |
$3.31K - $3.76K
|
7.58K
$457K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-89- 0.64% |
$3.6K - $4.09K
|
13.8K
$831K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-103- 8.17% |
$4.16K - $4.73K
|
1.16K
$69.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-103- 0.93% |
$4.16K - $4.73K
|
10.9K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-110- 1.62% |
$4.45K - $5.05K
|
6.66K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-156- 62.65% |
$6.31K - $7.16K
|
93
$5.61K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-162- 23.24% |
$6.55K - $7.44K
|
535
$32.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-165- 0.96% |
$6.67K - $7.58K
|
17.1K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-170- 0.73% |
$6.87K - $7.8K
|
23K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-170- 0.59% |
$6.87K - $7.8K
|
28.7K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-178- 0.77% |
$7.19K - $8.17K
|
23K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-181- 1.05% |
$7.32K - $8.31K
|
17.1K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 20.0% |
$8.08K - $9.18K
|
800
$48.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 3.69% |
$8.08K - $9.18K
|
5.22K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-272- 5.27% |
$11K - $12.5K
|
4.89K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 1.3% |
$12.1K - $13.8K
|
22.7K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-300- 4.84% |
$12.1K - $13.8K
|
5.9K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-312- 0.62% |
$12.6K - $14.3K
|
49.9K
$3.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-341- 10.05% |
$13.8K - $15.7K
|
3.05K
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-343- 0.56% |
$13.9K - $15.7K
|
61.1K
$3.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-367- 39.68% |
$14.8K - $16.8K
|
558
$33.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-388- 20.68% |
$15.7K - $17.8K
|
1.49K
$89.7K
|