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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
41+ 12.69% |
$2.47K - $2.91K
|
364
$25.9K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8+ 0.11% |
$482 - $568
|
7.5K
$534K
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$12.1K - $14.2K
|
200
$14.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-324- 9.31% |
$19.5K - $23K
|
3.16K
$225K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
967+ 17.94% |
$58.3K - $68.6K
|
6.36K
$453K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-463- 10.6% |
$27.9K - $32.9K
|
3.9K
$278K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 14.29% |
$1.63K - $1.92K
|
162
$11.5K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.82K+ 110.72% |
$110K - $129K
|
3.46K
$246K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
253+ 6.09% |
$15.2K - $18K
|
4.41K
$314K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.85KNew |
$172K - $202K
|
2.85K
$203K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-901- 82.51% |
$54.3K - $64K
|
191
$13.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-30- 0.1% |
$1.81K - $2.13K
|
28.8K
$2.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8K+ 50.35% |
$712K - $838K
|
35.3K
$2.51M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.11K+ 8.94% |
$127K - $149K
|
25.7K
$1.83M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
79New |
$4.76K - $5.61K
|
79
$5.63K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
105+ 1.78% |
$6.33K - $7.45K
|
6.02K
$429K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
12New |
$723 - $852
|
12
$855
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-33- 0.28% |
$1.99K - $2.34K
|
11.9K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
482+ 0.4% |
$29.1K - $34.2K
|
120K
$8.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
599+ 1.01% |
$36.1K - $42.5K
|
60.1K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.6K+ 14.7% |
$217K - $256K
|
28.1K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
369New |
$22.2K - $26.2K
|
369
$26.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.06K+ 11.92% |
$426K - $501K
|
66.3K
$4.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-138K- 37.65% |
$8.3M - $9.77M
|
228K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-309- 5.28% |
$18.6K - $21.9K
|
5.54K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.93KNew |
$177K - $208K
|
2.93K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.25K+ 3.91% |
$75.2K - $88.5K
|
33.1K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
482+ 2.77% |
$29.1K - $34.2K
|
17.9K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 70.42% |
$1.37M - $1.61M
|
54.8K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
453+ 1.16% |
$27.3K - $32.2K
|
39.5K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$187K - $220K
|
3.1K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.2K+ 31.34% |
$1.58M - $1.86M
|
110K
$7.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.38K- 9.38% |
$264K - $311K
|
42.3K
$3.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.02K+ 32.28% |
$122K - $144K
|
8.29K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.5K- 1.81% |
$331K - $390K
|
298K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.8KNew |
$1.07M - $1.26M
|
17.8K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-800- 0.76% |
$48.2K - $56.8K
|
104K
$7.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.45K- 7.89% |
$570K - $671K
|
110K
$7.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$538K - $634K
|
8.93K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
160KNew |
$9.66M - $11.4M
|
160K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.3K+ 39.77% |
$259K - $305K
|
15.1K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
317K+ 38.97% |
$19.1M - $22.5M
|
1.13M
$80.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6.25K- 50.0% |
$377K - $443K
|
6.25K
$445K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.69K- 21.49% |
$222K - $262K
|
13.5K
$959K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$182K - $215K
|
3.03K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
72.6K+ 25.05% |
$4.38M - $5.15M
|
362K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3KNew |
$181K - $213K
|
3K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.28KNew |
$198K - $233K
|
3.28K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.92KNew |
$115K - $136K
|
1.92K
$136K
|
|