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 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 21.7% |
$52.1K - $59K
|
5.22K
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$901 - $1.02K
|
25
$1.44K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
189New |
$6.81K - $7.72K
|
189
$10.9K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-58Closed |
$2.14K - $2.45K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
335New |
$12.4K - $14.1K
|
335
$19.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.63K+ 31.82% |
$60K - $68.6K
|
6.74K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
2.5KNew |
$92.2K - $106K
|
2.5K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.96KNew |
$294K - $336K
|
7.96K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
539New |
$19.9K - $22.8K
|
539
$31.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1KNew |
$36.9K - $42.2K
|
1K
$57.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.34K- 30.77% |
$86.3K - $98.8K
|
5.26K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
82.7KNew |
$3.05M - $3.49M
|
82.7K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.28KNew |
$195K - $223K
|
5.28K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$3.69K - $4.22K
|
100
$5.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
206+ 0.73% |
$7.6K - $8.7K
|
28.4K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.34K- 14.85% |
$49.5K - $56.6K
|
7.7K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
671New |
$24.7K - $28.3K
|
671
$38.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
327+ 2515.38% |
$12.1K - $13.8K
|
340
$19.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.09% |
$36.9 - $42.2
|
1.13K
$65K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.22K+ 9.63% |
$266K - $305K
|
82.2K
$4.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$3.32K - $3.8K
|
90
$5.18K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
5+ 1.95% |
$184 - $211
|
262
$15.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
54New |
$1.99K - $2.28K
|
54
$3.11K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.4K- 28.12% |
$359K - $410K
|
26.5K
$1.53M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45New |
$1.56K - $1.78K
|
45
$2.59K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-254- 2.42% |
$8.8K - $10.1K
|
10.2K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
201New |
$6.96K - $7.96K
|
201
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$3.57K - $4.08K
|
103
$5.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-97- 0.09% |
$3.36K - $3.84K
|
112K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$5.2K - $5.94K
|
150
$8.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
22.9KNew |
$793K - $907K
|
22.9K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
PUT |
-84.9K- 76.01% |
$2.94M - $3.36M
|
26.8K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.3K+ 77.85% |
$529K - $605K
|
34.9K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-47- 5.47% |
$1.63K - $1.86K
|
813
$46.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$223K - $255K
|
6.43K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14New |
$485 - $555
|
14
$807
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.44K- 4.52% |
$119K - $136K
|
72.7K
$4.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-49.8K- 99.6% |
$1.73M - $1.97M
|
200
$11.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
75New |
$2.6K - $2.97K
|
75
$4.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-308- 3.38% |
$10.7K - $12.2K
|
8.79K
$507K
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
7K+ 350.0% |
$243K - $277K
|
9K
$518K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.22K- 28.18% |
$76.9K - $87.9K
|
5.65K
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
87New |
$3.01K - $3.45K
|
87
$5.01K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
556New |
$19.3K - $22K
|
556
$32K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
82New |
$2.84K - $3.25K
|
82
$4.72K
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20KNew |
$633K - $781K
|
20K
$1.15M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50+ 9.38% |
$1.58K - $1.95K
|
583
$33.6K
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.56MNew |
$49.4M - $60.9M
|
1.56M
$89.9M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
143New |
$4.52K - $5.58K
|
143
$8.24K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.5K+ 2500.0% |
$79.1K - $97.6K
|
2.6K
$150K
|
|