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 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.25KNew |
$189K - $214K
|
5.25K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.2KNew |
$187K - $212K
|
5.2K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.18KNew |
$187K - $211K
|
5.18K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.15KNew |
$185K - $210K
|
5.15K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.09KNew |
$183K - $208K
|
5.09K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.09KNew |
$183K - $208K
|
5.09K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.85K+ 9.54% |
$175K - $198K
|
55.7K
$3.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.37KNew |
$157K - $178K
|
4.37K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.28K+ 72.28% |
$154K - $175K
|
10.2K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.08K+ 23.69% |
$147K - $167K
|
21.3K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4KNew |
$144K - $163K
|
4K
$240K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 36.82% |
$142K - $161K
|
14.6K
$877K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.89K+ 6.35% |
$140K - $159K
|
65.1K
$3.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.2K+ 4.91% |
$115K - $131K
|
68.3K
$4.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.02KNew |
$109K - $123K
|
3.02K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3KNew |
$108K - $122K
|
3K
$180K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.94K+ 7.57% |
$106K - $120K
|
41.7K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.91K+ 12.21% |
$105K - $119K
|
26.7K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.79K+ 50.54% |
$101K - $114K
|
8.32K
$498K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.72K+ 11.58% |
$98.1K - $111K
|
26.3K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.71K+ 28.87% |
$97.6K - $111K
|
12.1K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.67K+ 4.54% |
$96.1K - $109K
|
61.5K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 792.51% |
$95.3K - $108K
|
2.98K
$179K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.6K+ 31.5% |
$93.5K - $106K
|
10.8K
$649K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.47K+ 8.66% |
$89.1K - $101K
|
31K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.47K+ 9.77% |
$88.9K - $101K
|
27.7K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.41K+ 7.3% |
$86.8K - $98.4K
|
35.4K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.4KNew |
$86.6K - $98.2K
|
2.4K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.26K+ 0.15% |
$81.3K - $92.2K
|
1.47M
$88M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.2K+ 3.13% |
$79.2K - $89.8K
|
72.5K
$4.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.12K+ 50.49% |
$76.4K - $86.6K
|
6.32K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.01K+ 4.15% |
$72.5K - $82.2K
|
50.6K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.9K+ 14.21% |
$68.3K - $77.4K
|
15.2K
$912K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.76K+ 7.68% |
$63.5K - $72K
|
24.7K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.75K+ 18.82% |
$62.9K - $71.3K
|
11K
$661K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.66K+ 21.15% |
$59.8K - $67.7K
|
9.5K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 181.41% |
$56.6K - $64.1K
|
2.44K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.53K+ 198.44% |
$55K - $62.3K
|
2.3K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.44K+ 3.49% |
$52K - $59K
|
42.8K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43K+ 8.52% |
$51.7K - $58.6K
|
18.3K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.38K+ 11.21% |
$49.7K - $56.3K
|
13.7K
$820K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 4.73% |
$49K - $55.5K
|
30.1K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 46.29% |
$46.7K - $53K
|
4.1K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 11.76% |
$41.2K - $46.7K
|
10.9K
$651K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.14K+ 3.37% |
$41K - $46.5K
|
35K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.14K+ 2.11% |
$40.9K - $46.4K
|
55K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.09K+ 1.59% |
$39.2K - $44.4K
|
69.5K
$4.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
824+ 49.85% |
$29.7K - $33.6K
|
2.48K
$148K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
748+ 9.81% |
$26.9K - $30.5K
|
8.38K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
728+ 6.34% |
$26.2K - $29.7K
|
12.2K
$732K
|