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 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.5K- 14.78% |
$37.4K - $46.8K
|
8.65K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 36.77% |
$38.7K - $48.5K
|
2.67K
$132K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.64K- 23.89% |
$40.8K - $51.1K
|
5.22K
$258K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.64K- 3.05% |
$40.9K - $51.3K
|
52.2K
$2.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.66K- 18.2% |
$41.3K - $51.7K
|
7.45K
$368K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.66K- 22.97% |
$41.4K - $51.9K
|
5.58K
$275K
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.92K- 20.03% |
$47.9K - $60K
|
7.67K
$379K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.08K- 9.63% |
$51.7K - $64.7K
|
19.5K
$961K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.85K- 16.37% |
$70.9K - $88.8K
|
14.5K
$717K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3K- 38.86% |
$74.7K - $93.6K
|
4.72K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-3.01K- 23.96% |
$75K - $93.9K
|
9.56K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.11K- 13.67% |
$77.5K - $97.1K
|
19.6K
$970K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.59K- 4.73% |
$89.4K - $112K
|
72.2K
$3.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.59K- 25.56% |
$89.4K - $112K
|
10.5K
$516K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.62K- 15.81% |
$90.1K - $113K
|
19.3K
$951K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.63K- 8.13% |
$90.3K - $113K
|
41K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.82K- 10.02% |
$95.1K - $119K
|
34.3K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.91K- 17.6% |
$97.3K - $122K
|
18.3K
$903K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.27K- 26.97% |
$106K - $133K
|
11.6K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.68K- 28.05% |
$117K - $146K
|
12K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.73K- 40.39% |
$118K - $147K
|
6.98K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.97K- 39.06% |
$124K - $155K
|
7.75K
$382K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.68K- 11.76% |
$142K - $177K
|
42.6K
$2.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.73K- 38.7% |
$143K - $179K
|
9.07K
$448K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-5.81K- 22.55% |
$145K - $181K
|
20K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-5.97K- 26.07% |
$149K - $186K
|
16.9K
$836K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.05K- 40.68% |
$151K - $189K
|
8.82K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.19K- 25.48% |
$154K - $193K
|
18.1K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.26K- 17.37% |
$156K - $195K
|
29.8K
$1.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-8.99K- 3.45% |
$224K - $281K
|
252K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.77K- 31.85% |
$243K - $305K
|
20.9K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.77K- 18.83% |
$243K - $305K
|
42.1K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.99K- 36.68% |
$249K - $312K
|
17.2K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 33.33% |
$249K - $312K
|
20K
$987K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.7K- 36.35% |
$267K - $334K
|
18.7K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-11.6K- 93.65% |
$288K - $361K
|
784
$38.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-13.2K- 6.18% |
$329K - $412K
|
201K
$9.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-14K- 62.13% |
$348K - $435K
|
8.5K
$420K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.2K- 69.97% |
$379K - $475K
|
6.54K
$323K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-16.7K- 78.76% |
$417K - $522K
|
4.52K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.8K- 18.41% |
$417K - $523K
|
74.3K
$3.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-19.3K- 1.3% |
$480K - $601K
|
1.47M
$72.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.1K- 32.14% |
$500K - $626K
|
42.4K
$2.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-22.8K- 8.35% |
$567K - $710K
|
250K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.4K- 5.46% |
$582K - $729K
|
405K
$20M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24.4K- 1.4% |
$607K - $760K
|
1.71M
$84.6M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-27.3K- 19.74% |
$679K - $851K
|
111K
$5.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.6K- 7.8% |
$912K - $1.14M
|
433K
$21.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.6K- 55.73% |
$913K - $1.14M
|
29.1K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-45.6K- 90.83% |
$1.14M - $1.42M
|
4.61K
$227K
|