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 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 5.85% |
$125K - $142K
|
56K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3.7K- 2.25% |
$133K - $151K
|
160K
$7.78M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.85K- 6.47% |
$139K - $157K
|
55.7K
$2.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.63K- 22.39% |
$167K - $189K
|
16.1K
$780K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.8K- 6.22% |
$173K - $196K
|
72.5K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.89K- 47.41% |
$176K - $200K
|
5.43K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.06K- 25.28% |
$182K - $207K
|
15K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.48K- 29.67% |
$197K - $224K
|
13K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5.75K- 7.57% |
$207K - $235K
|
70.2K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.98K- 31.15% |
$215K - $244K
|
13.2K
$641K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.12K- 20.66% |
$221K - $250K
|
23.5K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.54K- 18.97% |
$235K - $267K
|
27.9K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.07K- 11.84% |
$291K - $329K
|
60K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-8.2K- 5.43% |
$295K - $335K
|
143K
$6.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.41K- 6.12% |
$303K - $343K
|
129K
$6.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.99K- 49.61% |
$324K - $367K
|
9.13K
$443K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-9.39K- 1.52% |
$338K - $383K
|
609K
$29.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.41K- 7.19% |
$339K - $384K
|
121K
$5.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.5K- 11.74% |
$377K - $427K
|
78.7K
$3.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-12.6K- 88.99% |
$452K - $512K
|
1.55K
$75.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.6K- 12.3% |
$490K - $555K
|
97K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-14.8K- 3.07% |
$534K - $605K
|
468K
$22.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.8K- 61.19% |
$568K - $644K
|
10K
$485K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.8K- 61.19% |
$568K - $644K
|
10K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.1K- 2.14% |
$723K - $820K
|
920K
$44.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21.3K- 65.81% |
$766K - $868K
|
11K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-22.5K- 33.5% |
$809K - $917K
|
44.6K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-23.7K- 21.23% |
$852K - $966K
|
87.8K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-26.3K- 66.29% |
$947K - $1.07M
|
13.4K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-28.9K- 84.48% |
$1.04M - $1.18M
|
5.31K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.6K- 70.98% |
$1.1M - $1.25M
|
12.5K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.7K- 4.77% |
$1.32M - $1.5M
|
732K
$35.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-41.7K- 88.55% |
$1.5M - $1.7M
|
5.39K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-49K- 7.87% |
$1.77M - $2M
|
574K
$27.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-53.1K- 62.01% |
$1.91M - $2.17M
|
32.5K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.2K- 23.39% |
$1.92M - $2.17M
|
174K
$8.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-60.5K- 48.11% |
$2.18M - $2.47M
|
65.2K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-61.2K- 9.12% |
$2.21M - $2.5M
|
610K
$29.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107K- 14.17% |
$3.84M - $4.36M
|
646K
$31.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-205K- 47.74% |
$7.38M - $8.36M
|
224K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-253K- 17.78% |
$9.13M - $10.3M
|
1.17M
$56.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-254K- 3.93% |
$9.14M - $10.4M
|
6.2M
$301M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-668K- 22.82% |
$24.1M - $27.3M
|
2.26M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.45M- 64.08% |
$52.3M - $59.3M
|
814K
$39.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.18M- 26.0% |
$78.4M - $88.9M
|
6.2M
$301M
|