BerganKDV Wealth Management, LLC - HSBC HLDGS PLC ownership

HSBC HLDGS PLC's ticker is HSBC and the CUSIP is 404280406. A total of 272 filers reported holding HSBC HLDGS PLC in Q4 2020. The put-call ratio across all filers is 1.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of HSBC HLDGS PLC
ValueSharesWeighting
Q1 2023$34,130
-76.8%
1,000
-78.8%
0.00%
-75.0%
Q4 2022$147,106
-26.8%
4,721
-38.9%
0.02%
-33.3%
Q3 2022$201,000
-20.2%
7,7210.0%0.02%
-17.2%
Q2 2022$252,000
+514.6%
7,721
+537.6%
0.03%
+625.0%
Q1 2022$41,000
+10.8%
1,2110.0%0.00%0.0%
Q4 2021$37,000
-36.2%
1,211
-45.2%
0.00%
-42.9%
Q3 2021$58,000
-9.4%
2,2110.0%0.01%
-12.5%
Q2 2021$64,0000.0%2,2110.0%0.01%0.0%
Q1 2021$64,000
+12.3%
2,2110.0%0.01%0.0%
Q4 2020$57,000
+32.6%
2,2110.0%0.01%
+14.3%
Q3 2020$43,000
-17.3%
2,2110.0%0.01%
-22.2%
Q2 2020$52,000
-18.8%
2,211
-3.7%
0.01%
-30.8%
Q1 2020$64,000
+392.3%
2,295
+583.0%
0.01%
+550.0%
Q4 2019$13,000
+333.3%
336
+300.0%
0.00%
+100.0%
Q3 2019$3,000
-25.0%
840.0%0.00%0.0%
Q2 2019$4,000
+33.3%
840.0%0.00%0.0%
Q1 2019$3,0000.0%840.0%0.00%0.0%
Q4 2018$3,000840.00%
Other shareholders
HSBC HLDGS PLC shareholders Q4 2020
NameSharesValueWeighting ↓
Manatuck Hill Partners, LLC 107,448$3,348,0801.58%
Old Port Advisors 72,060$2,245,3990.85%
MERITAGE PORTFOLIO MANAGEMENT 251,736$7,8440.61%
WealthTrust Asset Management, LLC 20,052$624,8200.60%
West Family Investments, Inc. 56,692$1,766,5230.60%
American Assets Investment Management, LLC 166,918$5,201,1650.60%
AXQ CAPITAL, LP 24,021$748,4940.52%
OLD MISSION CAPITAL LLC 511,171$15,928,0880.45%
Naviter Wealth, LLC 43,019$1,578,3670.43%
THOMAS WHITE INTERNATIONAL LTD 59,519$1,854,6120.41%
View complete list of HSBC HLDGS PLC shareholders