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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
449+ 41.61% |
$11.7K - $13.8K
|
1.53K
$73.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
398+ 4.36% |
$10.4K - $12.2K
|
9.53K
$458K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
391+ 37.52% |
$10.2K - $12K
|
1.43K
$68.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
373+ 0.37% |
$9.74K - $11.5K
|
101K
$4.83M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
360+ 26.18% |
$9.4K - $11.1K
|
1.74K
$83.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
358+ 1.5% |
$9.34K - $11K
|
24.2K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
335New |
$8.74K - $10.3K
|
335
$16.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
300New |
$7.83K - $9.22K
|
300
$14.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
279New |
$7.28K - $8.57K
|
279
$13.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
273New |
$7.13K - $8.39K
|
273
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
266New |
$6.94K - $8.17K
|
266
$12.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
251New |
$6.55K - $7.71K
|
251
$12.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
233New |
$6.08K - $7.16K
|
233
$11.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
230New |
$6K - $7.07K
|
230
$11K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
229+ 954.17% |
$5.98K - $7.03K
|
253
$12.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
228+ 2.61% |
$5.95K - $7K
|
8.98K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
226New |
$5.9K - $6.94K
|
226
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
173+ 6.16% |
$4.52K - $5.31K
|
2.98K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
172+ 286.67% |
$4.49K - $5.28K
|
232
$11.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
162+ 0.9% |
$4.23K - $4.98K
|
18.2K
$875K
|
|
|
Feb 14, 2022
Q4 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
150+ 1.21% |
$3.92K - $4.61K
|
12.6K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
143New |
$3.73K - $4.39K
|
143
$6.87K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 17.26% |
$3.68K - $4.33K
|
958
$46K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$2.61K - $3.07K
|
100
$4.8K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
97+ 0.48% |
$2.53K - $2.98K
|
20.1K
$967K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
89+ 0.82% |
$2.32K - $2.73K
|
11K
$527K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
87+ 12.2% |
$2.27K - $2.67K
|
800
$38.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
85+ 6.61% |
$2.22K - $2.61K
|
1.37K
$65.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
72New |
$1.88K - $2.21K
|
72
$3.46K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
68New |
$1.77K - $2.09K
|
68
$3.27K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
67New |
$1.75K - $2.06K
|
67
$3.22K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
53New |
$1.38K - $1.63K
|
53
$2.55K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31New |
$809 - $952
|
31
$1.49K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29New |
$757 - $891
|
29
$1.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 20.91% |
$600 - $707
|
133
$6.39K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21New |
$548 - $645
|
21
$1.01K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20New |
$522 - $614
|
20
$960
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$261 - $307
|
10
$480
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
9+ 5.52% |
$235 - $276
|
172
$8.26K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$52.2 - $61.4
|
2
$96
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.02% |
$52.2 - $61.4
|
10.7K
$516K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$52.2 - $61.4
|
2
$96
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
2New |
$52.2 - $61.4
|
2
$96
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$26.1 - $30.7
|
4
$192
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$26.1 - $30.7
|
1
$48
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$26.1 - $30.7
|
220
$10.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$26.1 - $30.7
|
1.4K
$67.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|