Purchases and Sales Made in Q4 2024 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-7- 0.15% |
$307 - $347
|
4.53K
$232K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 5.59% |
$438 - $495
|
169
$8.67K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22- 30.99% |
$964 - $1.09K
|
49
$2.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23- 1.67% |
$1.01K - $1.14K
|
1.35K
$69.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 0.52% |
$1.05K - $1.19K
|
4.62K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.71% |
$1.84K - $2.08K
|
5.85K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 1.55% |
$3.2K - $3.61K
|
4.64K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-111- 0.85% |
$4.87K - $5.5K
|
13K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-251- 3.18% |
$11K - $12.4K
|
7.65K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-252- 81.55% |
$11K - $12.5K
|
57
$2.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-358- 6.43% |
$15.7K - $17.7K
|
5.21K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-412- 4.63% |
$18.1K - $20.4K
|
8.49K
$436K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-486- 0.75% |
$21.3K - $24.1K
|
64K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-492- 37.27% |
$21.6K - $24.4K
|
828
$42.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-635- 24.49% |
$27.8K - $31.4K
|
1.96K
$100K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-657- 5.08% |
$28.8K - $32.5K
|
12.3K
$629K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-732- 6.7% |
$32.1K - $36.2K
|
10.2K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-738- 2.35% |
$32.3K - $36.5K
|
30.6K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-765- 4.08% |
$33.5K - $37.9K
|
18K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-990- 8.49% |
$43.4K - $49K
|
10.7K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.38K- 3.4% |
$60.4K - $68.2K
|
39.1K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.15% |
$74.6K - $84.2K
|
22.1K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 99.95% |
$83.6K - $94.4K
|
1
$51.3
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.54% |
$202K - $228K
|
125K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.16K- 46.8% |
$270K - $305K
|
7K
$359K
|