UNITED CAPITAL FINANCIAL ADVISORS, LLC - HSBC HLDGS PLC ownership

HSBC HLDGS PLC's ticker is HSBC and the CUSIP is 404280406. A total of 381 filers reported holding HSBC HLDGS PLC in Q2 2014. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of HSBC HLDGS PLC
ValueSharesWeighting
Q2 2024$1,007,335
+13.2%
23,157
+2.5%
0.01%
+28.6%
Q1 2024$889,609
-20.3%
22,602
-17.9%
0.01%
-22.2%
Q4 2023$1,116,060
+32.9%
27,530
+28.1%
0.01%
+80.0%
Q4 2019$840,000
-77.0%
21,493
-77.4%
0.01%
-80.0%
Q3 2019$3,646,000
-36.9%
95,266
-31.2%
0.02%
-34.2%
Q2 2019$5,778,000
+12.6%
138,427
+9.5%
0.04%
+5.6%
Q1 2019$5,130,000
-4.6%
126,421
-3.3%
0.04%
-16.3%
Q4 2018$5,375,000
+5.2%
130,740
+12.6%
0.04%
+19.4%
Q3 2018$5,109,000
-8.4%
116,132
-2.2%
0.04%
-14.3%
Q2 2018$5,575,000
+4.5%
118,761
+6.1%
0.04%
+2.4%
Q1 2018$5,335,000
-3.6%
111,912
+4.4%
0.04%
-6.8%
Q4 2017$5,533,000
+12.9%
107,153
+8.0%
0.04%
+4.8%
Q3 2017$4,902,000
+14.1%
99,208
+7.1%
0.04%
+10.5%
Q2 2017$4,296,000
+25.0%
92,609
+10.0%
0.04%
+18.8%
Q1 2017$3,438,000
+4.1%
84,221
+2.4%
0.03%0.0%
Q4 2016$3,304,000
-0.3%
82,225
-6.7%
0.03%0.0%
Q3 2016$3,314,000
+244.8%
88,126
+184.4%
0.03%
+220.0%
Q2 2016$961,000
-15.5%
30,987
-15.2%
0.01%
-23.1%
Q1 2016$1,137,000
-43.8%
36,533
-28.7%
0.01%
-43.5%
Q4 2015$2,023,000
-20.2%
51,252
-23.4%
0.02%
-23.3%
Q3 2015$2,535,000
-62.3%
66,932
-55.4%
0.03%
-61.5%
Q2 2015$6,724,000
-7.2%
150,060
+2.7%
0.08%
-12.4%
Q1 2015$7,249,000
-43.6%
146,069
-46.3%
0.09%
-7.3%
Q4 2014$12,842,000
+62.1%
271,902
+74.7%
0.10%
-30.4%
Q3 2014$7,920,000
-2.1%
155,660
-2.3%
0.14%
-8.0%
Q2 2014$8,094,000
+12.3%
159,327
+12.4%
0.15%
-2.6%
Q1 2014$7,207,000
+383.4%
141,784
+424.3%
0.15%
+202.0%
Q4 2013$1,491,000
+157.5%
27,041
+153.3%
0.05%
+183.3%
Q3 2013$579,00010,6770.02%
Other shareholders
HSBC HLDGS PLC shareholders Q2 2014
NameSharesValueWeighting ↓
MERCATOR ASSET MANAGEMENT L P 1,859,613$102,520,00037.03%
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 6,445,228$355,325,00017.86%
HANSBERGER GLOBAL INVESTORS INC/FL 1,195,354$65,900,00014.60%
NOESIS CAPITAL MANGEMENT CORP 142,146$7,837,000,0003.86%
Lipe & Dalton 82,230$4,533,0003.10%
NORTHROAD CAPITAL MANAGEMENT LLC 132,710$7,316,0002.62%
SCOUT INVESTMENTS, INC. 3,893,334$214,640,0002.47%
Cullen Capital Management, LLC 1,664,956$91,789,0002.41%
SCHAFER CULLEN CAPITAL MANAGEMENT INC 4,396,088$242,356,0002.40%
PHILADELPHIA INTERNATIONAL ADVISORS LP 186,723$10,294,0002.24%
View complete list of HSBC HLDGS PLC shareholders