Naviter Wealth, LLC Hsbc Holdings PLC Transaction History

Naviter Wealth, LLC

$809 Million
Q1 2025

A detailed history of Naviter Wealth, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Naviter Wealth, LLC holds 81,514 shares of HSBC stock, worth $4.62 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

81,514

Previous 81,078 0.54%

Holding current value

$4.62 Million

Previous $4.01 Million 16.73%

% of portfolio

0.58%

Previous 0.49%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$48.68 - $61.58 $21,224 - $26,848	436 Added 0.54%	81,514 $4.68 Million
Q4 2024 Feb 07, 2025	SELL	$43.83 - $49.51 $537,136 - $606,745	-12,255 Reduced 13.13%	81,078 $4.01 Million
Q3 2024 Oct 16, 2024	BUY	$40.42 - $45.91 $102,060 - $115,922	2,525 Added 2.78%	93,333 $4.22 Million
Q2 2024 Aug 01, 2024	BUY	$39.31 - $45.4 $173,121 - $199,941	4,404 Added 5.1%	90,808 $3.95 Million
Q1 2024 Apr 18, 2024	BUY	$37.13 - $41.43 $774,383 - $864,064	20,856 Added 31.82%	86,404 $3.4 Million
Q4 2023 Feb 05, 2024	BUY	$36.02 - $40.83 $496,607 - $562,923	13,787 Added 26.64%	65,548 $2.66 Million
Q3 2023 Nov 14, 2023	BUY	$36.87 - $42.21 $134,981 - $154,530	3,661 Added 7.61%	51,761 $2.04 Million
Q2 2023 Jul 20, 2023	BUY	$34.65 - $39.62 $184,338 - $210,778	5,320 Added 12.44%	48,100 $1.91 Million
Q1 2023 Apr 12, 2023	SELL	$31.64 - $39.04 $7,561 - $9,330	-239 Reduced 0.56%	42,780 $1.46 Million
Q4 2022 Jan 31, 2023	BUY	$24.91 - $31.2 $114,884 - $143,894	4,612 Added 12.01%	43,019 $1.34 Million
Q3 2022 Oct 27, 2022	BUY	$6.31 - $33.44 $19,983 - $105,904	3,167 Added 8.99%	38,407 $1 Million
Q2 2022 Jul 18, 2022	BUY	$29.55 - $34.97 $1.04 Million - $1.23 Million	35,240 New	35,240 $1.15 Million

Others Institutions Holding HSBC

# of Institutions

548

Shares Held

52.1M

Call Options Held

2.33M

Put Options Held

1.77M

View Full List

About HSBC HOLDINGS PLC

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $226B
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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Naviter Wealth, LLC Hsbc Holdings PLC Transaction History