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 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-26- 1.57% |
$1.05K - $1.19K
|
1.63K
$93.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.93KNew |
$77.8K - $88.4K
|
1.93K
$111K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
48New |
$1.94K - $2.2K
|
48
$2.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
273+ 2.33% |
$11K - $12.5K
|
12K
$691K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
336New |
$13.6K - $15.4K
|
336
$19.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$40.4 - $45.9
|
1.07K
$61.8K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
39New |
$1.53K - $1.77K
|
39
$2.25K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$471K - $545K
|
12K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$535K - $618K
|
13.6K
$784K
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
559K+ 29.53% |
$22M - $25.4M
|
2.45M
$141M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.74KNew |
$186K - $215K
|
4.74K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
100New |
$3.93K - $4.54K
|
100
$5.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.02M+ 1454.96% |
$40M - $46.2M
|
1.09M
$62.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 5.56% |
$157 - $182
|
76
$4.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6.97KNew |
$274K - $316K
|
6.97K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
81New |
$3.18K - $3.68K
|
81
$4.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
272K+ 12.7% |
$10.7M - $12.4M
|
2.41M
$139M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-11.9K- 79.5% |
$469K - $542K
|
3.08K
$177K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.99KNew |
$275K - $317K
|
6.99K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$19.7K - $22.7K
|
500
$28.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 14.93% |
$97.4K - $113K
|
19.1K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50New |
$1.97K - $2.27K
|
50
$2.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.6K- 59.9% |
$181K - $209K
|
3.08K
$177K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-593- 78.96% |
$23.3K - $26.9K
|
158
$9.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
180New |
$7.08K - $8.17K
|
180
$10.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
195New |
$7.67K - $8.85K
|
195
$11.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 23.89% |
$48.2K - $55.7K
|
3.91K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-60- 10.71% |
$2.36K - $2.72K
|
500
$28.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-300- 2.92% |
$11.8K - $13.6K
|
9.97K
$574K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
206KNew |
$8.09M - $9.35M
|
206K
$11.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-297- 11.24% |
$11.7K - $13.5K
|
2.35K
$135K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
143New |
$5.62K - $6.49K
|
143
$8.24K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-253- 24.54% |
$9.95K - $11.5K
|
778
$44.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
833New |
$32.7K - $37.8K
|
833
$48K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
158New |
$6.21K - $7.17K
|
158
$9.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 410.06% |
$57.7K - $66.6K
|
1.83K
$105K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-12.1K- 72.2% |
$477K - $551K
|
4.68K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$1.97K - $2.27K
|
50
$2.88K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 33.06% |
$1.61K - $1.86K
|
83
$4.78K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.81% |
$1.93K - $2.22K
|
6.12K
$352K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
70New |
$2.75K - $3.18K
|
70
$4.03K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 48.08% |
$1.97K - $2.27K
|
154
$8.87K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
33New |
$1.3K - $1.5K
|
33
$1.9K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$544K - $607K
|
14.7K
$845K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.72% |
$37.1 - $41.4
|
57
$3.28K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
92+ 43.6% |
$3.42K - $3.81K
|
303
$17.5K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-10KClosed |
$372K - $415K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96KNew |
$258K - $288K
|
6.96K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35- 0.56% |
$1.3K - $1.45K
|
6.17K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 20.47% |
$91.7K - $102K
|
14.5K
$837K
|
|