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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-363- 7.59% |
$16.9K - $22.2K
|
4.42K
$274K
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
462+ 2.01% |
$21.6K - $28.2K
|
23.4K
$1.45M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
96+ 1.22% |
$4.48K - $5.86K
|
7.98K
$495K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.56K- 18.92% |
$260K - $340K
|
23.8K
$1.48M
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
210+ 4.41% |
$9.8K - $12.8K
|
4.97K
$309K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.91K+ 42.72% |
$89K - $116K
|
6.37K
$395K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
140+ 7.64% |
$6.54K - $8.55K
|
1.97K
$122K
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
259+ 4.23% |
$12.1K - $15.8K
|
6.38K
$396K
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.9K+ 19.0% |
$88.6K - $116K
|
11.9K
$738K
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
869+ 3.5% |
$40.6K - $53.1K
|
25.7K
$1.59M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
317+ 20.75% |
$14.8K - $19.4K
|
1.85K
$115K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-215- 5.05% |
$10K - $13.1K
|
4.05K
$251K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
2K+ 19.35% |
$93.3K - $122K
|
12.3K
$765K
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.89K- 31.54% |
$88.4K - $116K
|
4.11K
$255K
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
233New |
$10.9K - $14.2K
|
233
$14.5K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-372- 2.59% |
$17.4K - $22.7K
|
14K
$869K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-33- 0.24% |
$1.54K - $2.02K
|
13.7K
$851K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-285- 3.43% |
$13.3K - $17.4K
|
8.01K
$497K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-306- 3.85% |
$14.3K - $18.7K
|
7.65K
$475K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.95K+ 3781.68% |
$241K - $305K
|
5.09K
$316K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
23New |
$1.12K - $1.42K
|
23
$1.43K
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
17K+ 254.16% |
$829K - $1.05M
|
23.7K
$1.47M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-853- 11.33% |
$41.5K - $52.5K
|
6.68K
$415K
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
10.1KNew |
$492K - $622K
|
10.1K
$627K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.8KNew |
$331K - $419K
|
6.8K
$422K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.8KNew |
$331K - $419K
|
6.8K
$422K
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.5K- 63.67% |
$1.29M - $1.63M
|
15.1K
$938K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-67- 22.11% |
$3.26K - $4.13K
|
236
$14.6K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2K- 7.52% |
$97.2K - $123K
|
24.5K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
851+ 376.55% |
$41.4K - $52.4K
|
1.08K
$66.8K
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-105- 1.29% |
$5.11K - $6.47K
|
8.05K
$499K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.81K+ 19.99% |
$185K - $234K
|
22.8K
$1.42M
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.79KNew |
$331K - $418K
|
6.79K
$422K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.51K- 3.08% |
$414K - $524K
|
268K
$16.6M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 12.33% |
$133K - $168K
|
24.8K
$1.54M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.47K+ 8.67% |
$266K - $337K
|
68.6K
$4.26M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 0.85% |
$67.5K - $85.4K
|
165K
$10.3M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
874New |
$42.5K - $53.8K
|
874
$54.2K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 7.78% |
$159K - $201K
|
45.2K
$2.81M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.19K+ 24.3% |
$204K - $258K
|
21.5K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.9KNew |
$238K - $301K
|
4.9K
$304K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.64K- 18.13% |
$129K - $163K
|
11.9K
$741K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-240- 1.78% |
$11.7K - $14.8K
|
13.3K
$823K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.04K- 5.04% |
$50.5K - $63.9K
|
19.6K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.01K+ 21.15% |
$49.3K - $62.3K
|
5.8K
$360K
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.26KNew |
$402K - $509K
|
8.26K
$513K
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.5KNew |
$609K - $771K
|
12.5K
$777K
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
200K+ 468.38% |
$9.74M - $12.3M
|
243K
$15.1M
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-573- 8.64% |
$27.9K - $35.3K
|
6.06K
$376K
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-2.56K- 6.5% |
$125K - $158K
|
36.8K
$2.28M
|