Naviter Wealth, LLC Hsbc Holdings PLC Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 2024
A detailed history of Naviter Wealth, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Naviter Wealth, LLC holds 93,333 shares of HSBC stock, worth $4.89 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
93,333
Previous 90,808
2.78%
Holding current value
$4.89 Million
Previous $3.95 Million
6.76%
% of portfolio
0.59%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding HSBC
# of Institutions
486Shares Held
49.9MCall Options Held
2.49MPut Options Held
1.57M-
Dimensional Fund Advisors LP Austin, TX10.7MShares$559 Million0.12% of portfolio
-
Morgan Stanley New York, NY6.37MShares$334 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.79MShares$251 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$176 Million0.01% of portfolio
-
Sanders Capital, LLC West Palm Beach, FL2.98MShares$156 Million0.2% of portfolio
About HSBC HOLDINGS PLC
- Ticker HSBC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,993,609,984
- Market Cap $209B
- Description
- HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...