IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HSBC Hldgs PLC Perp Pref SHS

Q4 2017 vs Q1 2018

Comparing institutional holders between quarters

Quarters

Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
KCM Investment Advisors LLC
DECREASED
Shares84,824 from 88,804
Change-3,980 (-4%)
Value$2.2K (-$166)
Filed 2018-05-09
Roosevelt Investment Group Inc
UNCHANGED
Shares23,464 from 23,464
Change0 (0%)
Value$613 (-$17)
Filed 2018-05-08
Glenmede Trust Co NA
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$214 ($0)
Filed 2018-05-15
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$26 (-$1)
Filed 2018-05-11
Trust Co of Vermont
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$24 ($0)
Filed 2018-05-18
American Research & Management Co.
DECREASED
Shares600 from 1,000
Change-400 (-40%)
Value$16 (-$11)
Filed 2018-04-19
Highlander Capital Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$13 ($0)
Filed 2018-05-16
Vantage Investment Advisors, LLC
NEW
Shares210
Change+210
Value$5
Filed 2018-05-10
Prentiss Smith & Co Inc
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$12)
Filed 2018-04-20
Sargent Bickham Lagudis LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5)
Filed 2021-09-13
Status
KCM Investment Advisors LLC
DECREASED84,82488,804-3,980-4%$2.4K$2.2K-$1662018-05-09
Roosevelt Investment Group Inc
UNCHANGED23,46423,46400%$630$613-$172018-05-08
Glenmede Trust Co NA
UNCHANGED8,0008,00000%$214$214$02018-05-15
PNC Financial Services Group, Inc.
UNCHANGED1,0011,00100%$27$26-$12018-05-11
Trust Co of Vermont
UNCHANGED90090000%$24$24$02018-05-18
American Research & Management Co.
DECREASED6001,000-400-40%$27$16-$112018-04-19
Highlander Capital Management, LLC
UNCHANGED50050000%$13$13$02018-05-16
Vantage Investment Advisors, LLC
NEW210—+210——$5—2018-05-10
Prentiss Smith & Co Inc
CLOSED0450-450-100%$12$0-$122018-04-20
Sargent Bickham Lagudis LLC
CLOSED0200-200-100%$5$0-$52021-09-13
Showing 10 of 10 institutions