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Get Institutions for : 
HSBC Holdings plc (ADR) (HSBC)  
$44.45 0.06 (0.13%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 385    5
Total shares held : 
55,420,294  
% of shares held : 
1.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  42  
Amount of shares held : 
-2,842,077  
% of shares held change : 
  -0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$39.02  
Last Quarter's Ending Price : 
$40.54  
Last Quarter's Average Price
$38.71  
Change from last quarter's     
avg. price to the last closing  : 
5.74 (14.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 644,046
 1.16%
 
Increased Positions :
149
 3,382,083
 6.1%
 
Unchanged Positions :
90
 830,144
 1.5%
 
Decreased Positions :
112
-5,721,425
-10.32%
 
Closed Positions :
29
-1,146,781
-2.07%
 
Guru Positions :
2
14
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BAKER AVENUE ASSET MANAGEMENT, LP 352 *Closed 2023-12-31 0 $0 -813
   Koss-Olinger Consulting LLC 62 *Closed 2024-03-31 0 $0 -13,370
   NATIONAL ASSET MANAGEMENT, INC. 1413 *Closed 2023-12-31 0 $0 -6,960
   TWO SIGMA SECURITIES LLC 1508 *Closed 2023-12-31 0 $0 -35,814
   IFG Advisory LLC 577 *Closed 2023-12-31 0 $0 -28,414
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -143
   Nilsine Partners LLC 341 *Closed 2024-03-31 0 $0 -5,219
   Verdence Capital Advisors LLC 590 *Closed 2024-03-31 0 $0 -23,512
   Milestone Investment Advisors LLC 213 *Closed 2023-12-31 0 $0 -671
   Level Financial Advisors Inc. 104 *Closed 2024-03-31 0 $0 -20
   Carmichael Hill & Associates Inc. 669 *Closed 2024-03-31 0 $0 -25
   Ergoteles LLC 307 *Closed 2023-09-30 0 $0 -22,895
   VICTORY CAPITAL MANAGEMENT INC *Closed 2024-03-31 0 $0 -5,391
   ARLINGTON PARTNERS LLC 111 *Closed 2024-03-31 0 $0 -335
   SRS Capital Advisors Inc. 1278 *Closed 2023-12-31 0 $0 -20
   WHITE BAY PT LLC 516 *Closed 2023-12-31 0 $0 -1,462
   SYSTM Wealth Solutions LLC 988 *Closed 2024-03-31 0 $0 -4,432
   TUDOR INVESTMENT CORP ET AL 1753 *Closed 2023-12-31 0 $0 -11,831
   BerganKDV Wealth Management LLC 887 *Closed 2023-06-30 0 $0 -1,000
   KESTRA PRIVATE WEALTH SERVICES LLC *Closed 2024-03-31 0 $0 -5,092
   Front Row Advisors LLC 571 *Closed 2023-12-31 0 $0 -13
   Headlands Technologies LLC 1156 *Closed 2023-12-31 0 $0 -280
   MULTIFINANCIAL SECURITIES CORP 1771 *Closed 2023-12-31 0 $0 -5,264
   Stonebridge Capital Advisors LLC 774 *Closed 2023-12-31 0 $0 -335
   Vident Investment Advisory LLC 694 *Closed 2023-09-30 0 $0 -34,870
   SAPIENT CAPITAL LLC 481 *Closed 2024-03-31 0 $0 -8,376
   Prestige Wealth Management Group LLC 1014 *Closed 2024-03-31 0 $0 -143
   Eaton Financial Holdings Company LLC 99 *Closed 2024-03-31 0 $0 -20,112
   ACADIAN ASSET MANAGEMENT LLC 1837 *Closed 2023-12-31 0 $0 -11,748
   Summit Global Investments *Closed 2024-03-31 0 $0 -102,083
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -5,346
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1121 *Closed 2023-12-31 0 $0 -7,133
   AXXCESS WEALTH MANAGEMENT LLC 935 *Closed 2023-12-31 0 $0 -7,964
   Fox Hill Wealth Management 101 *Closed 2024-03-31 0 $0 -42,240
   Ten Capital Wealth Advisors LLC 438 *Closed 2023-06-30 0 $0 -100
   Glassman Wealth Services 1810 *Closed 2024-03-31 0 $0 -2,936
   Werba Rubin Papier Wealth Management *Closed 2024-03-31 0 $0 -5,583
   Moors & Cabot Inc. 861 *Closed 2023-12-31 0 $0 -5,983
   Capital Analysts Inc. 1155 *Closed 2023-12-31 0 $0 -24
   AMERICAN NATIONAL BANK 586 *Closed 2024-03-31 0 $0 -51
   MOTCO 679 *Closed 2023-12-31 0 $0 -340
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1524 *Closed 2023-12-31 0 $0 -774,320
   CREDIT AGRICOLE S A 890 *Closed 2023-12-31 0 $0 -2,500
   BOURGEON CAPITAL MANAGEMENT LLC 398 *Closed 2024-03-31 0 $0 -116
   SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC 337 *Closed 2023-12-31 0 $0 -139,998
   ARGONAUTICA PRIVATE WEALTH MANAGEMENT INC *Closed 2024-03-31 0 $0 -9,573
   MAVERICK CAPITAL LTD 455 *Closed 2023-12-31 0 $0 -5,276
   Naples Money Management LLC 468 *Closed 2024-03-31 0 $0 -217
   PEAK6 Investments LLC 1489 *Closed 2023-12-31 0 $0 -13,253
   Tradition Wealth Management LLC 1375 *Closed 2023-12-31 0 $0 -103
   SAL Trading LLC 13 *Closed 2023-12-31 0 $0 -82,700
   RICHARDSON FINANCIAL SERVICES INC. *Closed 2024-03-31 0 $0 -675

  52 Records found
  1    
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