A detailed history of Lake Street Advisors Group, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 27,190 shares of HSBC stock, worth $1.29 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,190
Previous 27,045 0.54%
Holding current value
$1.29 Million
Previous $1.18 Million 4.42%
% of portfolio
0.06%
Previous 0.06%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$40.42 - $45.91 $5,860 - $6,656
145 Added 0.54%
27,190 $1.23 Million
Q2 2024

Aug 05, 2024

SELL
$39.31 - $45.4 $51,967 - $60,018
-1,322 Reduced 4.66%
27,045 $1.18 Million
Q1 2024

May 13, 2024

BUY
$37.13 - $41.43 $45,669 - $50,958
1,230 Added 4.53%
28,367 $1.12 Million
Q4 2023

May 30, 2024

SELL
$36.02 - $40.83 $12,607 - $14,290
-350 Reduced 1.23%
28,017 $1.14 Million
Q4 2023

Feb 13, 2024

SELL
$36.02 - $40.83 $37,532 - $42,544
-1,042 Reduced 3.7%
27,137 $1.1 Million
Q3 2023

Nov 14, 2023

BUY
$36.87 - $42.21 $14,489 - $16,588
393 Added 1.41%
28,179 $1.11 Million
Q2 2023

Aug 10, 2023

BUY
$34.65 - $39.62 $75,294 - $86,094
2,173 Added 8.48%
27,786 $1.1 Million
Q1 2023

May 15, 2023

BUY
$31.64 - $39.04 $58,787 - $72,536
1,858 Added 7.82%
25,613 $874,000
Q4 2022

Feb 13, 2023

SELL
$24.91 - $31.2 $18,632 - $23,337
-748 Reduced 3.05%
23,755 $740,000
Q3 2022

Nov 14, 2022

SELL
$6.31 - $33.44 $29,461 - $156,131
-4,669 Reduced 16.01%
24,503 $639,000
Q2 2022

Aug 02, 2022

BUY
$29.55 - $34.97 $121,214 - $143,446
4,102 Added 16.36%
29,172 $953,000
Q1 2022

May 11, 2022

BUY
$30.45 - $38.25 $114,126 - $143,361
3,748 Added 17.58%
25,070 $858,000
Q4 2021

Feb 15, 2022

BUY
$26.1 - $30.72 $20,906 - $24,606
801 Added 3.9%
21,322 $643,000
Q3 2021

Nov 15, 2021

BUY
$24.53 - $29.18 $79,231 - $94,251
3,230 Added 18.68%
20,521 $537,000
Q2 2021

Aug 13, 2021

BUY
$28.62 - $32.38 $114,766 - $129,843
4,010 Added 30.19%
17,291 $492,000
Q1 2021

May 14, 2021

BUY
$25.74 - $31.42 $117,425 - $143,338
4,562 Added 52.32%
13,281 $387,000
Q4 2020

Feb 12, 2021

BUY
$19.23 - $28.37 $167,666 - $247,358
8,719 New
8,719 $226,000
Q3 2020

Nov 13, 2020

SELL
$18.11 - $25.64 $272,519 - $385,830
-15,048 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$22.97 - $26.85 $71,390 - $83,449
-3,108 Reduced 17.12%
15,048 $351,000
Q1 2020

May 14, 2020

BUY
$28.01 - $39.37 $266,879 - $375,117
9,528 Added 110.43%
18,156 $509,000
Q4 2019

Feb 12, 2020

BUY
$36.33 - $39.52 $45,775 - $49,795
1,260 Added 17.1%
8,628 $337,000
Q3 2019

Nov 14, 2019

SELL
$35.53 - $42.1 $135,227 - $160,232
-3,806 Reduced 34.06%
7,368 $282,000
Q2 2019

Aug 14, 2019

BUY
$40.64 - $44.7 $35,803 - $39,380
881 Added 8.56%
11,174 $466,000
Q1 2019

May 15, 2019

BUY
$40.42 - $42.8 $21,463 - $22,726
531 Added 5.44%
10,293 $418,000
Q4 2018

Feb 14, 2019

BUY
$38.57 - $44.2 $31,588 - $36,199
819 Added 9.16%
9,762 $401,000
Q3 2018

Nov 14, 2018

SELL
$42.81 - $48.5 $108,608 - $123,044
-2,537 Reduced 22.1%
8,943 $393,000
Q2 2018

Aug 15, 2018

SELL
$46.57 - $50.51 $18,208 - $19,749
-391 Reduced 3.29%
11,480 $541,000
Q1 2018

May 14, 2018

SELL
$47.3 - $55.62 $2,648 - $3,114
-56 Reduced 0.47%
11,871 $566,000
Q4 2017

Feb 15, 2018

BUY
$48.05 - $51.66 $573,092 - $616,148
11,927
11,927 $616,000

Others Institutions Holding HSBC

About HSBC HOLDINGS PLC


  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $189B
  • 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...
More about HSBC
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