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 |
---|---|---|---|---|---|---|---|
Apr 29, 2020
Q1 2020
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.47KClosed |
$153K - $215K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-290Closed |
$8.12K - $11.4K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-13Closed |
$364 - $512
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-20Closed |
$560 - $787
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
2KNew |
$56K - $78.7K
|
2K
$124K
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-410Closed |
$11.5K - $16.1K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Sol Capital Management CO
|
SELL
|
- |
-5.29KClosed |
$148K - $208K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-42Closed |
$1.18K - $1.65K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-284Closed |
$7.95K - $11.2K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.56KClosed |
$184K - $258K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-10.4KClosed |
$292K - $411K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.2KClosed |
$33.6K - $47.2K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.53KClosed |
$211K - $296K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-13.5KClosed |
$378K - $531K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.24KClosed |
$147K - $206K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-91Closed |
$2.55K - $3.58K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-37.6KClosed |
$1.05M - $1.48M
|
0
$0
|
|
Q4 2019 | |||||||
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
961New |
$34.9K - $38K
|
961
$59.6K
|
|
Sep 14, 2021
Q4 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-55- 6.77% |
$2K - $2.17K
|
757
$47K
|
|
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-232Closed |
$8.43K - $9.17K
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.62KClosed |
$95.1K - $104K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Jet Capital Investors L P
New York, NY |
SELL
|
PUT |
-220KClosed |
$7.99M - $8.69M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.17KClosed |
$78.7K - $85.6K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
998New |
$36.3K - $39.4K
|
998
$61.9K
|
|
Feb 13, 2020
Q4 2019
|
Bell Bank
|
SELL
|
- |
-67.8KClosed |
$2.46M - $2.68M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-5.41KClosed |
$196K - $214K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
West End Advisors, LLC
|
SELL
|
- |
-20Closed |
$727 - $790
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Td Asset Management Inc
|
SELL
|
- |
-5.4KClosed |
$196K - $213K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-200Closed |
$7.27K - $7.9K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Bank Of The West
|
SELL
|
- |
-9.82KClosed |
$357K - $388K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.31KClosed |
$229K - $249K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Community Bank, N.A.
|
SELL
|
- |
-80Closed |
$2.91K - $3.16K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-130KClosed |
$4.72M - $5.13M
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1KClosed |
$39.9K - $43.4K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-88Closed |
$3.2K - $3.48K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Nine Masts Capital LTD
|
SELL
|
- |
-517KClosed |
$18.8M - $20.4M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-500Closed |
$18.2K - $19.8K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1KClosed |
$36.3K - $39.5K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-5.65KClosed |
$205K - $223K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-155Closed |
$5.63K - $6.13K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Norway Savings Bank
|
SELL
|
- |
-100Closed |
$3.63K - $3.95K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-100Closed |
$3.63K - $3.95K
|
0
$0
|
|
Q3 2019 | |||||||
Aug 13, 2024
Q3 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-45Closed |
$1.6K - $1.89K
|
0
$0
|
|
Dec 04, 2019
Q3 2019
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-145Closed |
$5.15K - $6.1K
|
0
$0
|
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-100Closed |
$3.55K - $4.21K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-3.75KClosed |
$133K - $158K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.47KClosed |
$265K - $314K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-1.2KClosed |
$42.6K - $50.5K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-43.4KClosed |
$1.54M - $1.83M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.27KClosed |
$223K - $264K
|
0
$0
|