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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 92.5% |
$1.33K - $1.51K
|
77
$4.61K
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
36+ 0.17% |
$1.3K - $1.47K
|
21.1K
$1.26M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$1.22K - $1.39K
|
34
$2.04K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
33New |
$1.19K - $1.35K
|
33
$1.98K
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
31+ 93.94% |
$1.12K - $1.27K
|
64
$3.83K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
31New |
$1.12K - $1.27K
|
31
$1.86K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
28+ 0.25% |
$1.01K - $1.14K
|
11.3K
$679K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$901 - $1.02K
|
25
$1.5K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 18.94% |
$901 - $1.02K
|
157
$9.41K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$901 - $1.02K
|
25
$1.5K
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
23+ 0.16% |
$828 - $939
|
14.4K
$865K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 1.2% |
$792 - $898
|
1.85K
$111K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16New |
$576 - $653
|
16
$959
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 2.16% |
$540 - $612
|
708
$42.4K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14+ 0.02% |
$504 - $572
|
62.7K
$3.75M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 1.75% |
$252 - $286
|
407
$24.4K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.25% |
$180 - $204
|
404
$24.2K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 5.36% |
$108 - $122
|
59
$3.53K
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2+ 1.13% |
$72 - $81.7
|
179
$10.7K
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$36 - $40.8
|
9.57K
$574K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.47% |
$36 - $40.8
|
69
$4.13K
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.05% |
$36 - $40.8
|
2.11K
$127K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6- 3.05% |
$216 - $245
|
191
$11.4K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 1.4% |
$252 - $286
|
492
$29.5K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-30- 23.44% |
$1.08K - $1.22K
|
98
$5.87K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 15.42% |
$1.19K - $1.35K
|
181
$10.8K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-34- 0.44% |
$1.22K - $1.39K
|
7.61K
$456K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 0.17% |
$1.33K - $1.51K
|
21.7K
$1.3M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-38- 10.35% |
$1.37K - $1.55K
|
329
$19.7K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-40- 0.2% |
$1.44K - $1.63K
|
19.6K
$1.18M
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 1.31% |
$1.44K - $1.63K
|
3.03K
$181K
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-46- 0.25% |
$1.66K - $1.88K
|
18.4K
$1.1M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-64- 0.16% |
$2.31K - $2.61K
|
40.2K
$2.41M
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-79- 0.39% |
$2.85K - $3.23K
|
20.1K
$1.2M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-84- 0.96% |
$3.03K - $3.43K
|
8.69K
$521K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-85- 6.23% |
$3.06K - $3.47K
|
1.28K
$76.6K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-89- 55.28% |
$3.21K - $3.63K
|
72
$4.31K
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 1.77% |
$3.6K - $4.08K
|
5.54K
$332K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-109- 1.53% |
$3.93K - $4.45K
|
7.02K
$421K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-116- 66.67% |
$4.18K - $4.74K
|
58
$3.47K
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-132- 1.04% |
$4.75K - $5.39K
|
12.5K
$749K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-146- 30.8% |
$5.26K - $5.96K
|
328
$19.7K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-150- 1.64% |
$5.4K - $6.12K
|
9K
$539K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-163- 0.84% |
$5.87K - $6.66K
|
19.2K
$1.15M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-194- 2.63% |
$6.99K - $7.92K
|
7.19K
$431K
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-217- 1.77% |
$7.82K - $8.86K
|
12.1K
$723K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-242- 7.02% |
$8.72K - $9.88K
|
3.21K
$192K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-245- 4.52% |
$8.82K - $10K
|
5.18K
$310K
|