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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
42New |
$1.05K - $1.31K
|
42
$2.07K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
35+ 1.06% |
$872 - $1.09K
|
3.35K
$165K
|
|
|
Feb 01, 2023
Q4 2022
|
Henry James International Management Inc.
|
BUY
|
- |
29+ 0.32% |
$722 - $905
|
9.06K
$447K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$598 - $749
|
24
$1.18K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
17+ 4.38% |
$423 - $530
|
405
$20K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 10.24% |
$423 - $530
|
183
$9.03K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13New |
$324 - $406
|
13
$642
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10New |
$249 - $312
|
10
$494
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4New |
$99.6 - $125
|
4
$197
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.01% |
$74.7 - $93.6
|
27.1K
$1.34M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2New |
$49.8 - $62.4
|
2
$98.7
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2New |
$49.8 - $62.4
|
2
$98.7
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1+ 3.7% |
$24.9 - $31.2
|
28
$1.38K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.01% |
$24.9 - $31.2
|
8.69K
$429K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-6- 2.06% |
$149 - $187
|
285
$14.1K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9- 13.24% |
$224 - $281
|
59
$2.91K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-20- 1.41% |
$498 - $624
|
1.39K
$68.8K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-29- 0.15% |
$722 - $905
|
19.6K
$966K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-36- 5.31% |
$897 - $1.12K
|
642
$31.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 26.32% |
$996 - $1.25K
|
112
$5.53K
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-45- 2.86% |
$1.12K - $1.4K
|
1.53K
$75.5K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-67Closed |
$1.67K - $2.09K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-70- 0.51% |
$1.74K - $2.18K
|
13.7K
$677K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-88- 33.72% |
$2.19K - $2.75K
|
173
$8.54K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 1.67% |
$2.49K - $3.12K
|
5.88K
$290K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-120- 17.57% |
$2.99K - $3.74K
|
563
$27.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-125- 80.13% |
$3.11K - $3.9K
|
31
$1.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-142- 1.16% |
$3.54K - $4.43K
|
12.1K
$598K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-193- 47.89% |
$4.81K - $6.02K
|
210
$10.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-259- 55.46% |
$6.45K - $8.08K
|
208
$10.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-290- 16.44% |
$7.22K - $9.05K
|
1.47K
$72.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-292- 0.92% |
$7.27K - $9.11K
|
31.3K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-300- 66.08% |
$7.47K - $9.36K
|
154
$7.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-425- 26.15% |
$10.6K - $13.3K
|
1.2K
$59.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-450- 2.14% |
$11.2K - $14K
|
20.6K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-619- 6.06% |
$15.4K - $19.3K
|
9.6K
$474K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-652- 4.22% |
$16.2K - $20.3K
|
14.8K
$730K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-652- 24.98% |
$16.2K - $20.3K
|
1.96K
$96.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-702- 1.07% |
$17.5K - $21.9K
|
64.8K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-748- 3.05% |
$18.6K - $23.3K
|
23.8K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-756- 1.96% |
$18.8K - $23.6K
|
37.8K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-934- 4.36% |
$23.3K - $29.1K
|
20.5K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-978- 8.48% |
$24.4K - $30.5K
|
10.5K
$521K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-985- 68.98% |
$24.5K - $30.7K
|
443
$21.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.04K- 11.63% |
$25.9K - $32.4K
|
7.89K
$389K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-1.39K- 38.74% |
$34.7K - $43.4K
|
2.2K
$109K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.4K- 61.9% |
$34.8K - $43.6K
|
860
$42.4K
|