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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.5KClosed |
$53.2K - $63K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
70New |
$2.49K - $2.95K
|
70
$3.4K
|
|
|
Oct 30, 2019
Q3 2019
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6KClosed |
$213K - $253K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Wolff Financial Management LLC
|
SELL
|
- |
-5.19KClosed |
$185K - $219K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-465Closed |
$16.5K - $19.6K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Hall Laurie J Trustee
|
SELL
|
- |
-515Closed |
$18.3K - $21.7K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
First Bank & Trust
|
SELL
|
- |
-46Closed |
$1.63K - $1.94K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-28Closed |
$995 - $1.18K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.04KClosed |
$179K - $212K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-523Closed |
$18.6K - $22K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.63KClosed |
$342K - $405K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-67Closed |
$2.38K - $2.82K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-645Closed |
$22.9K - $27.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Brr Op Co, LLC
|
SELL
|
- |
-12.4KClosed |
$502K - $552K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.28KClosed |
$51.8K - $57K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.8KClosed |
$437K - $481K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-10Closed |
$406 - $447
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.1KClosed |
$126K - $138K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-14KClosed |
$570K - $626K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6.06KClosed |
$246K - $271K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-5.03KClosed |
$204K - $225K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Boston Partners
Boston, MA |
BUY
|
- |
3.17KNew |
$129K - $142K
|
3.17K
$154K
|
|
|
Aug 08, 2019
Q2 2019
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.03KClosed |
$326K - $359K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-203KClosed |
$8.25M - $9.07M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-66Closed |
$2.68K - $2.95K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.35KClosed |
$217K - $239K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-116KClosed |
$4.71M - $5.18M
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.07KClosed |
$43.6K - $47.9K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.7KClosed |
$110K - $121K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-493Closed |
$20K - $22K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-88Closed |
$3.58K - $3.93K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.4KClosed |
$56.8K - $62.5K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-2.45KClosed |
$99.6K - $110K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-5.25KClosed |
$213K - $235K
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-10.7KClosed |
$435K - $479K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-66Closed |
$2.68K - $2.95K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-197Closed |
$7.96K - $8.43K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-16Closed |
$647 - $685
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-124Closed |
$5.01K - $5.31K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.72KClosed |
$69.5K - $73.6K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.18KClosed |
$209K - $222K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-197Closed |
$7.96K - $8.43K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-456Closed |
$18.4K - $19.5K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-14.5KClosed |
$586K - $621K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-300Closed |
$12.1K - $12.8K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-22Closed |
$889 - $942
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.16KClosed |
$87.1K - $92.3K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-24.1KClosed |
$974K - $1.03M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Adviser Investments LLC
|
SELL
|
- |
-5.6KClosed |
$226K - $240K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-3.4KClosed |
$137K - $146K
|
0
$0
|
|