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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100New |
$4.04K - $4.59K
|
100
$6.21K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
155New |
$6.27K - $7.12K
|
155
$9.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 23.01% |
$74.8K - $85K
|
6.19K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
19.6K+ 143.67% |
$793K - $901K
|
33.3K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
52New |
$2.1K - $2.39K
|
52
$3.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-2.74K- 9.27% |
$111K - $126K
|
26.8K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.49K- 7.54% |
$101K - $114K
|
30.6K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17- 94.44% |
$687 - $780
|
1
$62.1
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.32% |
$889 - $1.01K
|
1.64K
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15- 3.46% |
$606 - $689
|
418
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 1.25% |
$40.4 - $45.9
|
81
$5.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 1.3% |
$12.1K - $13.8K
|
22.7K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
586New |
$23.7K - $26.9K
|
586
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
44.6K+ 94.49% |
$1.8M - $2.05M
|
91.8K
$5.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.89K- 54.32% |
$319K - $362K
|
6.64K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-7.13K- 26.79% |
$288K - $328K
|
19.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.5KClosed |
$426K - $484K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
42.5KNew |
$1.72M - $1.95M
|
42.5K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3.19K- 2.06% |
$129K - $147K
|
152K
$9.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5.68KNew |
$230K - $261K
|
5.68K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-529- 7.79% |
$21.4K - $24.3K
|
6.27K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.8KNew |
$842K - $956K
|
20.8K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
719+ 2.9% |
$29.1K - $33K
|
25.5K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.83KNew |
$235K - $267K
|
5.83K
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
9.72KNew |
$393K - $446K
|
9.72K
$603K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.19KNew |
$129K - $146K
|
3.19K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.49K- 32.47% |
$101K - $114K
|
5.19K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
310New |
$12.5K - $14.2K
|
310
$19.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
646+ 1.3% |
$26.1K - $29.7K
|
50.2K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
9.3K+ 7.65% |
$376K - $427K
|
131K
$8.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.1MNew |
$125M - $142M
|
3.1M
$192M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 2.1% |
$445 - $505
|
512
$31.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20New |
$808 - $918
|
20
$1.24K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
121KNew |
$4.9M - $5.56M
|
121K
$7.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-162- 23.24% |
$6.55K - $7.44K
|
535
$33.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.4K- 11.46% |
$1.67M - $1.9M
|
320K
$19.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 12.03% |
$48.1K - $54.6K
|
11.1K
$688K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
95New |
$3.84K - $4.36K
|
95
$5.9K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$121 - $138
|
3
$186
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-69- 0.76% |
$2.79K - $3.17K
|
9.01K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
109+ 72.67% |
$4.41K - $5K
|
259
$16.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-58- 19.02% |
$2.34K - $2.66K
|
247
$15.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
228New |
$9.22K - $10.5K
|
228
$14.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.93KNew |
$77.8K - $88.4K
|
1.93K
$119K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
48New |
$1.94K - $2.2K
|
48
$2.98K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
273+ 2.33% |
$11K - $12.5K
|
12K
$744K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
336New |
$13.6K - $15.4K
|
336
$20.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$40.4 - $45.9
|
1.07K
$66.6K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
39New |
$1.53K - $1.77K
|
39
$2.42K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$471K - $545K
|
12K
$744K
|
|