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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$3.57K - $4.08K
|
103
$6.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-97- 0.09% |
$3.36K - $3.84K
|
112K
$6.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$5.2K - $5.94K
|
150
$9.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
22.9KNew |
$793K - $907K
|
22.9K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
PUT |
-84.9K- 76.01% |
$2.94M - $3.36M
|
26.8K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.3K+ 77.85% |
$529K - $605K
|
34.9K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-47- 5.47% |
$1.63K - $1.86K
|
813
$50.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$223K - $255K
|
6.43K
$399K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14New |
$485 - $555
|
14
$869
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.44K- 4.52% |
$119K - $136K
|
72.7K
$4.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-49.8K- 99.6% |
$1.73M - $1.97M
|
200
$12.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
75New |
$2.6K - $2.97K
|
75
$4.66K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-308- 3.38% |
$10.7K - $12.2K
|
8.79K
$546K
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
7K+ 350.0% |
$243K - $277K
|
9K
$559K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.22K- 28.18% |
$76.9K - $87.9K
|
5.65K
$351K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
556New |
$19.3K - $22K
|
556
$34.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
82New |
$2.84K - $3.25K
|
82
$5.09K
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20KNew |
$633K - $781K
|
20K
$1.24M
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.56MNew |
$49.4M - $60.9M
|
1.56M
$96.8M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
143New |
$4.52K - $5.58K
|
143
$8.88K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.5K+ 2500.0% |
$79.1K - $97.6K
|
2.6K
$161K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-75Closed |
$2.37K - $2.93K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
230New |
$7.28K - $8.98K
|
230
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
17KNew |
$538K - $664K
|
17K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-611K- 85.01% |
$19.3M - $23.9M
|
108K
$6.69M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58New |
$1.84K - $2.26K
|
58
$3.6K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-14.5K- 32.58% |
$459K - $566K
|
30K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.09K+ 82.87% |
$193K - $238K
|
13.4K
$834K
|
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
15.4KNew |
$487K - $600K
|
15.4K
$955K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
800New |
$25.3K - $31.2K
|
800
$49.7K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.9K- 36.19% |
$440K - $543K
|
24.5K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$380 - $468
|
12
$745
|
|
|
May 11, 2023
Q1 2023
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
100KNew |
$3.16M - $3.9M
|
100K
$6.21M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
392New |
$12.4K - $15.3K
|
392
$24.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
177KNew |
$5.6M - $6.91M
|
177K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
288+ 40.11% |
$9.11K - $11.2K
|
1.01K
$62.4K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
361+ 859.52% |
$11.4K - $14.1K
|
403
$25K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
748New |
$23.7K - $29.2K
|
748
$46.4K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.5K- 30.96% |
$142K - $176K
|
10K
$623K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
11+ 3.3% |
$348 - $429
|
344
$21.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34New |
$1.08K - $1.33K
|
34
$2.11K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3.72K- 78.82% |
$118K - $145K
|
1K
$62.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$3.01K - $3.71K
|
95
$5.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.47K- 99.93% |
$46.6K - $57.5K
|
1
$62.1
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20New |
$633 - $781
|
20
$1.24K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.71KNew |
$244K - $301K
|
7.71K
$478K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-5.97K- 26.07% |
$149K - $186K
|
16.9K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 33.33% |
$249K - $312K
|
20K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
215KNew |
$5.34M - $6.69M
|
215K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
282New |
$7.02K - $8.8K
|
282
$17.5K
|
|