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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.28K+ 52.71% |
$144K - $162K
|
9.5K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
349+ 0.88% |
$15.3K - $17.3K
|
40.2K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.5K+ 24.01% |
$416K - $470K
|
49.1K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
485New |
$21.3K - $24K
|
485
$24.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 62.01% |
$501K - $565K
|
29.8K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-738- 2.35% |
$32.3K - $36.5K
|
30.6K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 99.95% |
$83.6K - $94.4K
|
1
$51.4
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
18+ 0.33% |
$789 - $891
|
5.54K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-657- 5.08% |
$28.8K - $32.5K
|
12.3K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79KNew |
$210K - $237K
|
4.79K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
500New |
$21.9K - $24.8K
|
500
$25.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$219 - $248
|
5
$257
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-732- 6.7% |
$32.1K - $36.2K
|
10.2K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-358- 6.43% |
$15.7K - $17.7K
|
5.21K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 25.98% |
$97.5K - $110K
|
10.8K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23- 1.67% |
$1.01K - $1.14K
|
1.35K
$69.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
265+ 3.91% |
$11.6K - $13.1K
|
7.04K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
114+ 45.42% |
$5K - $5.64K
|
365
$18.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-252- 81.55% |
$11K - $12.5K
|
57
$2.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
188KNew |
$8.25M - $9.32M
|
188K
$9.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.62K+ 5.65% |
$115K - $129K
|
48.9K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.16K- 46.8% |
$270K - $305K
|
7K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.71% |
$1.84K - $2.08K
|
5.85K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$657 - $743
|
4.91K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-635- 24.49% |
$27.8K - $31.4K
|
1.96K
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 1.75% |
$1.14K - $1.29K
|
1.51K
$77.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.1K+ 2.82% |
$618K - $698K
|
515K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.93K+ 14.2% |
$128K - $145K
|
23.6K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.16K+ 5.12% |
$50.8K - $57.4K
|
23.8K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.49K+ 22.63% |
$328K - $371K
|
40.6K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.93KNew |
$260K - $294K
|
5.93K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1KNew |
$43.8K - $49.5K
|
1K
$51.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
37+ 4.53% |
$1.62K - $1.83K
|
854
$43.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.89K+ 13.87% |
$127K - $143K
|
23.8K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.74KNew |
$208K - $235K
|
4.74K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
275+ 2.65% |
$12.1K - $13.6K
|
10.7K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.18K+ 18.84% |
$227K - $257K
|
32.7K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.19K+ 45.6% |
$184K - $207K
|
13.4K
$688K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.38K- 3.4% |
$60.4K - $68.2K
|
39.1K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 0.52% |
$1.05K - $1.19K
|
4.62K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
180+ 0.64% |
$7.89K - $8.91K
|
28.5K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
15.5K+ 12.35% |
$680K - $768K
|
141K
$7.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-111- 0.85% |
$4.87K - $5.5K
|
13K
$669K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.54% |
$202K - $228K
|
125K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
64New |
$2.81K - $3.17K
|
64
$3.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
759+ 6.39% |
$33.3K - $37.6K
|
12.6K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
25+ 0.33% |
$1.1K - $1.24K
|
7.69K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
632+ 42.7% |
$27.7K - $31.3K
|
2.11K
$109K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-251- 3.18% |
$11K - $12.4K
|
7.65K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.15% |
$74.6K - $84.2K
|
22.1K
$1.14M
|