Purchases and Sales Made in Q4 2022 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q4 2022. 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 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 44.6% |
$349K - $437K
|
45.4K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.2K+ 154.06% |
$329K - $413K
|
21.8K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$264K - $331K
|
10.6K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.54K+ 24.25% |
$238K - $298K
|
48.9K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.41K+ 106.05% |
$234K - $294K
|
18.3K
$903K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
9.07KNew |
$226K - $283K
|
9.07K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.53K+ 19.84% |
$212K - $266K
|
51.5K
$2.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.24K+ 45.77% |
$205K - $257K
|
26.2K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8.21K+ 669.19% |
$205K - $256K
|
9.44K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8.08KNew |
$201K - $252K
|
8.08K
$399K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8.03KNew |
$200K - $250K
|
8.03K
$396K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.98K+ 77.91% |
$199K - $249K
|
18.2K
$899K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.82K+ 22.78% |
$195K - $244K
|
42.1K
$2.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.7KNew |
$192K - $240K
|
7.7K
$380K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
7.63KNew |
$190K - $238K
|
7.63K
$376K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.41KNew |
$185K - $231K
|
7.41K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
7KNew |
$174K - $218K
|
7K
$345K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
6.93KNew |
$173K - $216K
|
6.93K
$342K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.84KNew |
$170K - $213K
|
6.84K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72KNew |
$167K - $210K
|
6.72K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.67K+ 314.91% |
$166K - $208K
|
8.79K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.66KNew |
$166K - $208K
|
6.66K
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.46K+ 57.13% |
$161K - $202K
|
17.8K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
6.17K+ 15.65% |
$154K - $193K
|
45.6K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.8K+ 6.72% |
$145K - $181K
|
92.1K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.6KNew |
$139K - $175K
|
5.6K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.97K+ 8.85% |
$124K - $155K
|
61.1K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.88K+ 38.46% |
$122K - $152K
|
17.6K
$867K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62KNew |
$115K - $144K
|
4.62K
$228K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
4.61K+ 12.01% |
$115K - $144K
|
43K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.54K+ 38.19% |
$113K - $142K
|
16.4K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.38K+ 17.8% |
$109K - $137K
|
29K
$1.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.18KNew |
$104K - $130K
|
4.18K
$206K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.01K+ 165.32% |
$100K - $125K
|
6.44K
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.99K+ 4.13% |
$99.5K - $125K
|
101K
$4.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
3.99K+ 29.64% |
$99.4K - $125K
|
17.5K
$862K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.61K+ 29.25% |
$90K - $113K
|
16K
$788K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
3.56K+ 18.28% |
$88.8K - $111K
|
23.1K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
3K+ 27.27% |
$74.7K - $93.6K
|
14K
$691K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.98K+ 15.8% |
$74.2K - $93K
|
21.8K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.95KNew |
$73.4K - $91.9K
|
2.95K
$145K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.73K+ 16.21% |
$67.9K - $85.1K
|
19.5K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.7K+ 58.08% |
$67.3K - $84.2K
|
7.35K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.6K+ 15.21% |
$64.8K - $81.2K
|
19.7K
$973K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.56K+ 205.95% |
$63.8K - $79.9K
|
3.8K
$188K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.42K+ 7.6% |
$60.3K - $75.6K
|
34.3K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.41K+ 4.44% |
$60K - $75.1K
|
56.7K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.39KNew |
$59.4K - $74.4K
|
2.39K
$118K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.38K+ 5.62% |
$59.3K - $74.3K
|
44.7K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.03K+ 12.12% |
$50.5K - $63.2K
|
18.7K
$925K
|