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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$1.89K - $2.11K
|
51
$3.17K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-227- 3.96% |
$8.43K - $9.4K
|
5.5K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.93K- 13.07% |
$146K - $163K
|
26.2K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$3.71K - $4.14K
|
100
$6.21K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
133New |
$4.94K - $5.51K
|
133
$8.26K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.97KNew |
$147K - $164K
|
3.97K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
385+ 175.8% |
$14.3K - $16K
|
604
$37.5K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-39.4K- 88.38% |
$1.46M - $1.63M
|
5.18K
$322K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
108+ 27.62% |
$4.01K - $4.47K
|
499
$31K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.3K+ 58.9% |
$160K - $178K
|
11.6K
$720K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$468K - $522K
|
12.6K
$782K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$81.6K - $91.1K
|
2.2K
$136K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.51KNew |
$168K - $187K
|
4.51K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
193New |
$7.17K - $8K
|
193
$12K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.69K- 67.24% |
$137K - $153K
|
1.8K
$112K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1K+ 9.52% |
$37.1K - $41.4K
|
11.5K
$714K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
26.3KNew |
$977K - $1.09M
|
26.3K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-263- 27.98% |
$9.77K - $10.9K
|
677
$42K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-371- 23.9% |
$13.8K - $15.4K
|
1.18K
$73.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-23.5K- 99.58% |
$873K - $974K
|
100
$6.21K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.37KNew |
$199K - $222K
|
5.37K
$333K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
429+ 6.81% |
$15.9K - $17.8K
|
6.72K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-42.2KClosed |
$1.57M - $1.75M
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
193New |
$7.17K - $8K
|
193
$12K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
79New |
$2.93K - $3.27K
|
79
$4.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-44- 11.61% |
$1.63K - $1.82K
|
335
$20.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.15% |
$37.1 - $41.4
|
689
$42.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25New |
$928 - $1.04K
|
25
$1.55K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 5.08% |
$111 - $124
|
56
$3.48K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79New |
$2.93K - $3.27K
|
79
$4.9K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
17.4KNew |
$628K - $712K
|
17.4K
$1.08M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.43KNew |
$195K - $222K
|
5.43K
$337K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-245- 4.52% |
$8.82K - $10K
|
5.18K
$322K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
31+ 93.94% |
$1.12K - $1.27K
|
64
$3.97K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.8K- 61.19% |
$568K - $644K
|
10K
$621K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
55New |
$1.98K - $2.25K
|
55
$3.41K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
675New |
$24.3K - $27.6K
|
675
$41.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25New |
$901 - $1.02K
|
25
$1.55K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 1.77% |
$3.6K - $4.08K
|
5.54K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
80+ 1.35% |
$2.88K - $3.27K
|
6.02K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10KNew |
$360K - $408K
|
10K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
44.7K+ 4.21% |
$1.61M - $1.82M
|
1.1M
$68.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
1.08MNew |
$38.8M - $44M
|
1.08M
$66.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.47K- 35.75% |
$88.8K - $101K
|
4.43K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.54K- 18.97% |
$235K - $267K
|
27.9K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$796K - $902K
|
22.1K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.98K- 31.15% |
$215K - $244K
|
13.2K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
195New |
$7.02K - $7.96K
|
195
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
5.2KNew |
$187K - $212K
|
5.2K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-26.3K- 66.29% |
$947K - $1.07M
|
13.4K
$830K
|
|