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 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-136Closed |
$4.02K - $4.76K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-43Closed |
$1.27K - $1.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.06KClosed |
$179K - $212K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.02KNew |
$237K - $281K
|
8.02K
$478K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4Closed |
$118 - $140
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
200New |
$5.91K - $6.99K
|
200
$11.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.28K- 68.36% |
$37.7K - $44.6K
|
590
$35.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-37- 0.54% |
$1.09K - $1.29K
|
6.79K
$404K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
8.14KNew |
$240K - $285K
|
8.14K
$485K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-400Closed |
$11.8K - $14K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-100K- 38.49% |
$2.96M - $3.51M
|
160K
$9.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
10KNew |
$296K - $350K
|
10K
$596K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-93- 8.09% |
$2.75K - $3.25K
|
1.06K
$62.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-55Closed |
$1.63K - $1.92K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.6KClosed |
$519K - $614K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.17KNew |
$93.5K - $111K
|
3.17K
$188K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
8.12K+ 27.63% |
$240K - $284K
|
37.5K
$2.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-242Closed |
$7.15K - $8.46K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-14.8K- 11.91% |
$437K - $517K
|
109K
$6.51M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$2.96K - $3.5K
|
100
$5.96K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10Closed |
$296 - $350
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-175Closed |
$5.17K - $6.12K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
29New |
$857 - $1.01K
|
29
$1.73K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-30- 30.0% |
$887 - $1.05K
|
70
$4.17K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-101Closed |
$2.98K - $3.53K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1Closed |
$30.5 - $38.3
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-500Closed |
$15.2K - $19.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-300Closed |
$9.14K - $11.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
141New |
$4.29K - $5.39K
|
141
$8.4K
|
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$488K - $614K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-40.8KClosed |
$1.24M - $1.56M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.66KClosed |
$203K - $255K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
254New |
$7.73K - $9.72K
|
254
$15.1K
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-353KClosed |
$10.7M - $13.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-51Closed |
$1.55K - $1.95K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-230Closed |
$7K - $8.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-273Closed |
$8.31K - $10.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-149- 50.17% |
$4.54K - $5.7K
|
148
$8.81K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.53KClosed |
$46.5K - $58.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-72Closed |
$2.19K - $2.75K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9.93KNew |
$302K - $380K
|
9.93K
$591K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-58- 27.88% |
$1.77K - $2.22K
|
150
$8.93K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
89+ 6.5% |
$2.71K - $3.4K
|
1.46K
$86.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-9- 5.23% |
$274 - $344
|
163
$9.71K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-16.1KClosed |
$490K - $616K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31New |
$809 - $952
|
31
$1.85K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-656Closed |
$17.1K - $20.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
36K+ 124.14% |
$940K - $1.11M
|
65K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-20.4KClosed |
$533K - $627K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.78KClosed |
$46.4K - $54.6K
|
0
$0
|
|