Purchases and Sales Made in Q4 2021 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8.8K+ 27.51% |
$230K - $270K
|
40.8K
$1.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.76KNew |
$229K - $269K
|
8.76K
$421K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
8.66KNew |
$226K - $266K
|
8.66K
$416K
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
8.5KNew |
$222K - $261K
|
8.5K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.39KNew |
$219K - $258K
|
8.39K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.14KNew |
$212K - $250K
|
8.14K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.96KNew |
$208K - $244K
|
7.96K
$382K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
7.89K+ 16.28% |
$206K - $242K
|
56.4K
$2.71M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.65K+ 53.54% |
$200K - $235K
|
21.9K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.65K+ 53.34% |
$200K - $235K
|
22K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
7.63KNew |
$199K - $234K
|
7.63K
$367K
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.97KNew |
$182K - $214K
|
6.97K
$335K
|
|
|
May 03, 2022
Q4 2021
|
Lgt Group Foundation
|
BUY
|
- |
6.93KNew |
$181K - $213K
|
6.93K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6.85KNew |
$179K - $210K
|
6.85K
$329K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.84K+ 38.31% |
$179K - $210K
|
24.7K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.66KNew |
$174K - $205K
|
6.66K
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.47K+ 15.37% |
$169K - $199K
|
48.6K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.82K+ 41.04% |
$152K - $179K
|
20K
$961K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.55K+ 8.7% |
$145K - $171K
|
69.4K
$3.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.5KNew |
$143K - $169K
|
5.5K
$264K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.43K+ 2.15% |
$142K - $167K
|
258K
$12.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.11K+ 14.64% |
$133K - $157K
|
40K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.53K+ 31.57% |
$118K - $139K
|
18.9K
$906K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
4.26K+ 38.87% |
$111K - $131K
|
15.2K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.06K+ 7.99% |
$106K - $125K
|
54.8K
$2.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.9K+ 38.2% |
$102K - $120K
|
14.1K
$677K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.81K+ 11.76% |
$99.5K - $117K
|
36.2K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.73K+ 30.73% |
$97.3K - $115K
|
15.9K
$762K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.19K+ 5.78% |
$83.3K - $98.1K
|
58.4K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.42K+ 13.46% |
$63.1K - $74.3K
|
20.4K
$979K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.35K+ 27.55% |
$61.3K - $72.1K
|
10.9K
$522K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.13K+ 5.67% |
$55.5K - $65.3K
|
39.6K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2KNew |
$52.2K - $61.4K
|
2K
$96K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
1.8K+ 4.7% |
$47.1K - $55.4K
|
40.2K
$1.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.73KNew |
$45.2K - $53.2K
|
1.73K
$83.2K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 21.63% |
$43.1K - $50.8K
|
9.3K
$446K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.53KNew |
$39.8K - $46.9K
|
1.53K
$73.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 10.8% |
$39.5K - $46.5K
|
15.5K
$746K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.46K+ 23.44% |
$38.1K - $44.9K
|
7.69K
$369K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.44K+ 71.34% |
$37.6K - $44.3K
|
3.46K
$166K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.1K+ 7.59% |
$28.6K - $33.7K
|
15.6K
$747K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.02K+ 1.04% |
$26.5K - $31.2K
|
98.6K
$4.74M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
955+ 115.06% |
$24.9K - $29.3K
|
1.79K
$85.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
933+ 2.88% |
$24.4K - $28.7K
|
33.3K
$1.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
897+ 24.97% |
$23.4K - $27.6K
|
4.49K
$216K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
801+ 3.9% |
$20.9K - $24.6K
|
21.3K
$1.02M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
748+ 482.58% |
$19.5K - $23K
|
903
$43.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
648+ 6.74% |
$16.9K - $19.9K
|
10.3K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
550+ 36.42% |
$14.4K - $16.9K
|
2.06K
$98.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
490+ 5.13% |
$12.8K - $15.1K
|
10K
$482K
|