Purchases and Sales Made in Q4 2023 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q4 2023. 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 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
776KNew |
$27.9M - $31.7M
|
776K
$36.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
635K+ 14.79% |
$22.9M - $25.9M
|
4.93M
$234M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
460K+ 559.92% |
$16.6M - $18.8M
|
542K
$25.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
377K+ 3.35% |
$13.6M - $15.4M
|
11.6M
$552M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
343K+ 40.75% |
$12.4M - $14M
|
1.19M
$56.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
173K+ 3518.21% |
$6.23M - $7.06M
|
178K
$8.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
162K+ 4.8% |
$5.83M - $6.61M
|
3.53M
$168M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
152KNew |
$5.48M - $6.21M
|
152K
$7.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
142KNew |
$5.1M - $5.78M
|
142K
$6.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
113K+ 1374.8% |
$4.08M - $4.62M
|
121K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$3.79M - $4.3M
|
105K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
103K+ 5.05% |
$3.71M - $4.2M
|
2.14M
$102M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
102KNew |
$3.66M - $4.15M
|
102K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
98.8K+ 5.4% |
$3.56M - $4.03M
|
1.93M
$91.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
81.6K+ 48.0% |
$2.94M - $3.33M
|
252K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
70.2KNew |
$2.53M - $2.87M
|
70.2K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
55.1KNew |
$1.98M - $2.25M
|
55.1K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
51.6K+ 49.42% |
$1.86M - $2.11M
|
156K
$7.41M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48.4KNew |
$1.74M - $1.98M
|
48.4K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
44.7K+ 4.21% |
$1.61M - $1.82M
|
1.1M
$52.5M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
42.2KNew |
$1.52M - $1.72M
|
42.2K
$2.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
37.4KNew |
$1.35M - $1.53M
|
37.4K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
32.6K+ 45.22% |
$1.17M - $1.33M
|
105K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.6K+ 5.13% |
$1.14M - $1.29M
|
647K
$30.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
31.6KNew |
$1.14M - $1.29M
|
31.6K
$1.5M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
31.6KNew |
$1.14M - $1.29M
|
31.6K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
31K+ 39.03% |
$1.12M - $1.26M
|
110K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
30.3K+ 124.12% |
$1.09M - $1.24M
|
54.7K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
30KNew |
$1.08M - $1.22M
|
30K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
29.7K+ 75.41% |
$1.07M - $1.21M
|
69.1K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
29.2KNew |
$1.05M - $1.19M
|
29.2K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
29.1KNew |
$1.05M - $1.19M
|
29.1K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.5KNew |
$992K - $1.12M
|
27.5K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
26.4KNew |
$950K - $1.08M
|
26.4K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.1K+ 29.63% |
$941K - $1.07M
|
114K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
25.7K+ 104.82% |
$927K - $1.05M
|
50.3K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.3K+ 36.61% |
$911K - $1.03M
|
94.3K
$4.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
25.1K+ 14.01% |
$904K - $1.02M
|
204K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.4K+ 16.71% |
$806K - $914K
|
156K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$796K - $902K
|
22.1K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.4KNew |
$733K - $831K
|
20.4K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.4KNew |
$699K - $792K
|
19.4K
$921K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.9K+ 57.93% |
$608K - $689K
|
46K
$2.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.7K+ 5.18% |
$602K - $683K
|
340K
$16.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
16K+ 6.91% |
$577K - $654K
|
248K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
15.7KNew |
$567K - $642K
|
15.7K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.4KNew |
$553K - $627K
|
15.4K
$729K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
15.3KNew |
$551K - $625K
|
15.3K
$726K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
15.1KNew |
$543K - $615K
|
15.1K
$715K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15KNew |
$540K - $612K
|
15K
$712K
|