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 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.3K+ 11.67% |
$516K - $585K
|
137K
$6.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
14K+ 13.91% |
$504K - $572K
|
115K
$5.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
13.8K+ 26.64% |
$497K - $563K
|
65.5K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
13.6KNew |
$490K - $555K
|
13.6K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 177.73% |
$487K - $552K
|
21.1K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.4K+ 14.12% |
$482K - $547K
|
108K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 34.19% |
$470K - $533K
|
51.2K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 804.89% |
$463K - $525K
|
14.4K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
12.8KNew |
$461K - $523K
|
12.8K
$608K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.7KNew |
$456K - $517K
|
12.7K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.2K+ 52.42% |
$440K - $499K
|
35.5K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12K+ 637.29% |
$433K - $491K
|
13.9K
$661K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11.8K+ 72.94% |
$424K - $481K
|
27.9K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
11.5K+ 26104.55% |
$414K - $469K
|
11.5K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.1K+ 24.33% |
$399K - $452K
|
56.6K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.6KNew |
$382K - $433K
|
10.6K
$503K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
BUY
|
- |
10KNew |
$361K - $409K
|
10K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$360K - $408K
|
10K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.23KNew |
$332K - $377K
|
9.23K
$438K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9.15KNew |
$329K - $373K
|
9.15K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.1KNew |
$328K - $372K
|
9.1K
$432K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
9.1KNew |
$328K - $371K
|
9.1K
$432K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9.09K+ 91.96% |
$327K - $371K
|
19K
$900K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.98K+ 334.9% |
$324K - $367K
|
11.7K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
8.83K+ 7.95% |
$318K - $361K
|
120K
$5.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.81K+ 43.58% |
$317K - $360K
|
29K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.69KNew |
$313K - $355K
|
8.69K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.44K+ 89.07% |
$304K - $345K
|
17.9K
$851K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.43K+ 26.44% |
$304K - $344K
|
40.3K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.38KNew |
$302K - $342K
|
8.38K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.35K+ 28.72% |
$301K - $341K
|
37.4K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
8.08KNew |
$291K - $330K
|
8.08K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.28KNew |
$262K - $297K
|
7.28K
$345K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.75KNew |
$243K - $275K
|
6.75K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.66K+ 5.01% |
$240K - $272K
|
140K
$6.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.54K+ 13.52% |
$236K - $267K
|
54.9K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6.49KNew |
$234K - $265K
|
6.49K
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.3KNew |
$227K - $257K
|
6.3K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.09K+ 23.57% |
$219K - $248K
|
31.9K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.96K+ 29.16% |
$215K - $243K
|
26.4K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.86K+ 51.1% |
$211K - $239K
|
17.3K
$822K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.84K+ 29.21% |
$210K - $238K
|
25.8K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5.79KNew |
$209K - $236K
|
5.79K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.66K+ 4.06% |
$204K - $231K
|
145K
$6.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.58KNew |
$201K - $228K
|
5.58K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.57KNew |
$200K - $227K
|
5.57K
$264K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.43KNew |
$195K - $222K
|
5.43K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.35KNew |
$193K - $218K
|
5.35K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.34KNew |
$192K - $218K
|
5.34K
$253K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.25KNew |
$189K - $214K
|
5.25K
$249K
|