Latest Institutional Transactions on Hsbc Holdings PLC (HSBC)
This table provides information on the latest institutional transactions involving Hsbc Holdings PLC (HSBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.2K+ 63.43% |
$1.16M - $1.36M
|
49.4K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 7.23% |
$1.81K - $2.13K
|
445
$31.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.98K+ 9.92% |
$119K - $141K
|
21.9K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.8K+ 47.14% |
$710K - $836K
|
36.8K
$2.58M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-199- 5.06% |
$12K - $14.1K
|
3.73K
$261K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
88+ 2.3% |
$5.3K - $6.25K
|
3.91K
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.2K+ 6.12% |
$434K - $511K
|
125K
$8.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.23% |
$1.81K - $2.13K
|
12.8K
$900K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.25KNew |
$196K - $231K
|
3.25K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
879+ 18.22% |
$53K - $62.4K
|
5.7K
$400K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
69+ 1.81% |
$4.16K - $4.9K
|
3.88K
$272K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 1.14% |
$1.27K - $1.49K
|
1.87K
$131K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 4.61% |
$2.23K - $2.63K
|
765
$53.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
7.85KNew |
$473K - $557K
|
7.85K
$550K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
35New |
$2.11K - $2.48K
|
35
$2.45K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 13.68% |
$444K - $523K
|
46.5K
$3.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 24.94% |
$116K - $136K
|
9.61K
$674K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
8New |
$482 - $568
|
8
$561
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
95+ 1.24% |
$5.73K - $6.74K
|
7.74K
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.08KNew |
$246K - $290K
|
4.08K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.6KNew |
$217K - $255K
|
3.6K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
320+ 15.83% |
$19.3K - $22.7K
|
2.34K
$164K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-75- 0.88% |
$4.52K - $5.32K
|
8.42K
$590K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.5K+ 23.09% |
$332K - $391K
|
29.3K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.44K- 4.1% |
$86.7K - $102K
|
33.6K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
610New |
$36.8K - $43.3K
|
610
$42.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-76- 0.14% |
$4.58K - $5.39K
|
54.9K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
22KNew |
$1.33M - $1.56M
|
22K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
558+ 13.47% |
$33.6K - $39.6K
|
4.7K
$329K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
110+ 2750.0% |
$6.63K - $7.81K
|
114
$7.99K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-169- 2.94% |
$10.2K - $12K
|
5.58K
$391K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
68New |
$4.1K - $4.83K
|
68
$4.76K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$2.71K - $3.19K
|
45
$3.15K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.54K+ 5.67% |
$454K - $535K
|
140K
$9.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.14K+ 10.04% |
$68.5K - $80.7K
|
12.5K
$873K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-633- 2.65% |
$38.2K - $44.9K
|
23.2K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-168K- 42.75% |
$10.1M - $11.9M
|
225K
$15.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61.4KNew |
$3.7M - $4.36M
|
61.4K
$4.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.38K- 1.48% |
$203K - $240K
|
225K
$15.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.3K- 46.54% |
$1.34M - $1.58M
|
25.6K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
715+ 17.9% |
$43.1K - $50.8K
|
4.71K
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
79+ 6.44% |
$4.76K - $5.61K
|
1.31K
$91.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
977+ 210.56% |
$58.9K - $69.3K
|
1.44K
$101K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
424+ 8.89% |
$25.6K - $30.1K
|
5.19K
$364K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.18K+ 8.64% |
$131K - $155K
|
27.4K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.56KNew |
$335K - $395K
|
5.56K
$390K
|
|
|
Oct 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-2.71K- 19.07% |
$163K - $192K
|
11.5K
$805K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-199- 1.42% |
$12K - $14.1K
|
13.8K
$967K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
3.86K+ 1.3% |
$232K - $274K
|
300K
$21M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 3.61% |
$62.4K - $73.5K
|
29.7K
$2.08M
|