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 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-266- 0.98% |
$9.58K - $10.9K
|
26.8K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-276- 4.34% |
$9.94K - $11.3K
|
6.08K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-288- 3.49% |
$10.4K - $11.8K
|
7.97K
$378K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 5.1% |
$10.8K - $12.2K
|
5.58K
$265K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-303- 5.54% |
$10.9K - $12.4K
|
5.17K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-328- 1.57% |
$11.8K - $13.4K
|
20.5K
$974K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-338- 2.6% |
$12.2K - $13.8K
|
12.6K
$600K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-350- 1.23% |
$12.6K - $14.3K
|
28K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-357- 1.8% |
$12.9K - $14.6K
|
19.5K
$927K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-399- 13.12% |
$14.4K - $16.3K
|
2.64K
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-410- 2.06% |
$14.8K - $16.7K
|
19.5K
$924K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-422- 1.12% |
$15.2K - $17.2K
|
37.3K
$1.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-494- 44.63% |
$17.8K - $20.2K
|
613
$29.1K
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-530- 6.29% |
$19.1K - $21.6K
|
7.89K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-555- 2.77% |
$20K - $22.7K
|
19.5K
$926K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-569- 20.59% |
$20.5K - $23.2K
|
2.19K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-595- 39.72% |
$21.4K - $24.3K
|
903
$42.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-606- 8.2% |
$21.8K - $24.7K
|
6.79K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-621- 1.72% |
$22.4K - $25.4K
|
35.4K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-656- 1.8% |
$23.6K - $26.8K
|
35.7K
$1.7M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-678- 2.79% |
$24.4K - $27.7K
|
23.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-685- 4.69% |
$24.7K - $28K
|
13.9K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-695- 0.68% |
$25K - $28.4K
|
102K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-728- 1.7% |
$26.2K - $29.7K
|
42.2K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-802- 9.25% |
$28.9K - $32.7K
|
7.86K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-815- 8.62% |
$29.4K - $33.3K
|
8.64K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-913- 32.71% |
$32.9K - $37.3K
|
1.88K
$89.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-960- 14.67% |
$34.6K - $39.2K
|
5.58K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-965- 94.98% |
$34.8K - $39.4K
|
51
$2.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 7.94% |
$36K - $40.8K
|
11.6K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.04K- 3.7% |
$37.5K - $42.5K
|
27.1K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 2.29% |
$37.6K - $42.6K
|
44.6K
$2.12M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.05K- 80.77% |
$37.8K - $42.9K
|
250
$11.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.19K- 4.21% |
$43K - $48.8K
|
27.2K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.22K- 2.59% |
$43.8K - $49.6K
|
45.7K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 21.7% |
$52.1K - $59K
|
5.22K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.47K- 19.11% |
$52.8K - $59.8K
|
6.2K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.58K- 19.22% |
$56.9K - $64.5K
|
6.64K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.75K- 7.57% |
$63.1K - $71.5K
|
21.4K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.95K- 3.43% |
$70.2K - $79.6K
|
54.9K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.97K- 2.02% |
$70.9K - $80.3K
|
95.5K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.05K- 4.03% |
$73.8K - $83.7K
|
48.8K
$2.32M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-2.38K- 3.41% |
$85.8K - $97.3K
|
67.4K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.47K- 35.75% |
$88.8K - $101K
|
4.43K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.5K- 96.15% |
$90.1K - $102K
|
100
$4.75K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.6K- 2.12% |
$93.7K - $106K
|
120K
$5.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.69K- 18.14% |
$97K - $110K
|
12.1K
$577K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.84K- 9.34% |
$102K - $116K
|
27.5K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.07K- 4.96% |
$110K - $125K
|
58.7K
$2.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.26K- 10.67% |
$117K - $133K
|
27.2K
$1.29M
|