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 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.96K+ 13.98% |
$48.9K - $61.2K
|
16K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.92KNew |
$47.8K - $59.9K
|
1.92K
$94.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.59KNew |
$39.6K - $49.6K
|
1.59K
$78.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.52K+ 129.49% |
$37.7K - $47.3K
|
2.69K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.5K+ 136.36% |
$37.4K - $46.8K
|
2.6K
$128K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.46K+ 1254.31% |
$36.2K - $45.4K
|
1.57K
$77.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
1.41K+ 1.99% |
$35K - $43.9K
|
72.1K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.35KNew |
$33.6K - $42.1K
|
1.35K
$66.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.29K+ 8.61% |
$32.2K - $40.3K
|
16.3K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.18K+ 2.37% |
$29.3K - $36.7K
|
50.7K
$2.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.13K+ 5.03% |
$28K - $35.1K
|
23.5K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.1K+ 8.18% |
$27.5K - $34.4K
|
14.6K
$720K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.1K+ 509.77% |
$27.3K - $34.2K
|
1.31K
$64.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 3.8% |
$26.4K - $33K
|
28.9K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
976+ 1.33% |
$24.3K - $30.5K
|
74.4K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
813New |
$20.3K - $25.4K
|
813
$40.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
765New |
$19.1K - $23.9K
|
765
$37.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
658+ 0.95% |
$16.4K - $20.5K
|
69.9K
$3.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
600New |
$14.9K - $18.7K
|
600
$29.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
546New |
$13.6K - $17K
|
546
$26.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
523New |
$13K - $16.3K
|
523
$25.8K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
500+ 2.84% |
$12.5K - $15.6K
|
18.1K
$895K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
477+ 197.93% |
$11.9K - $14.9K
|
718
$35.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
443+ 1.21% |
$11K - $13.8K
|
37K
$1.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
435+ 0.52% |
$10.8K - $13.6K
|
83.5K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
392+ 4.49% |
$9.76K - $12.2K
|
9.13K
$450K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
360+ 11.23% |
$8.97K - $11.2K
|
3.57K
$176K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
333New |
$8.3K - $10.4K
|
333
$16.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
308+ 3.38% |
$7.67K - $9.61K
|
9.41K
$464K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
299+ 1.02% |
$7.45K - $9.33K
|
29.5K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
282New |
$7.02K - $8.8K
|
282
$13.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
234New |
$5.83K - $7.3K
|
234
$11.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
190New |
$4.73K - $5.93K
|
190
$9.38K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
173New |
$4.31K - $5.4K
|
173
$8.54K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
157New |
$3.91K - $4.9K
|
157
$7.75K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
150New |
$3.74K - $4.68K
|
150
$7.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
150+ 29.13% |
$3.74K - $4.68K
|
665
$32.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 13.24% |
$3.59K - $4.49K
|
1.23K
$60.8K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
144+ 37.02% |
$3.59K - $4.49K
|
533
$26.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
142New |
$3.54K - $4.43K
|
142
$7.01K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
113+ 58.85% |
$2.81K - $3.53K
|
305
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
105New |
$2.62K - $3.28K
|
105
$5.18K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
100New |
$2.49K - $3.12K
|
100
$4.94K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100New |
$2.49K - $3.12K
|
100
$4.94K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
86New |
$2.14K - $2.68K
|
86
$4.24K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$2.09K - $2.62K
|
84
$4.15K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
58+ 3.1% |
$1.44K - $1.81K
|
1.93K
$95K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$1.37K - $1.72K
|
55
$2.71K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
54New |
$1.35K - $1.68K
|
54
$2.66K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50New |
$1.25K - $1.56K
|
50
$2.47K
|