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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-364Closed |
$14K - $16.1K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-250Closed |
$9.64K - $11.1K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.21KClosed |
$46.7K - $53.6K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-16.9KClosed |
$650K - $745K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.55KClosed |
$152K - $172K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Hanseatic Management Services Inc
|
SELL
|
- |
-92Closed |
$3.94K - $4.46K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5.4KClosed |
$231K - $262K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-12.3KClosed |
$527K - $597K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-56Closed |
$2.4K - $2.72K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.32KClosed |
$142K - $161K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-59.7KClosed |
$2.55M - $2.89M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-417Closed |
$17.9K - $20.2K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-802Closed |
$34.3K - $38.9K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.11KClosed |
$90.3K - $102K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.23KClosed |
$224K - $254K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Ar Asset Management Inc
|
SELL
|
- |
-12.7KClosed |
$543K - $615K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Forward Management, LLC
|
SELL
|
- |
-255Closed |
$10.9K - $12.4K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-18.8KClosed |
$805K - $912K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Pictet North America Advisors Sa
|
SELL
|
- |
-18.8KClosed |
$805K - $912K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-479Closed |
$20.5K - $23.2K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-3KClosed |
$128K - $146K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-739Closed |
$31.6K - $35.8K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-252KClosed |
$10.8M - $12.2M
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300Closed |
$12.8K - $14.6K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-5.19KClosed |
$222K - $252K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Edge Wealth Management LLC
|
SELL
|
- |
-105Closed |
$4.5K - $5.09K
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-58.3KClosed |
$2.5M - $2.83M
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.43KClosed |
$190K - $215K
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-4.38KClosed |
$187K - $212K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
City Holding CO
|
SELL
|
- |
-55Closed |
$2.35K - $2.67K
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Gofen & Glossberg LLC
|
SELL
|
- |
-5.07KClosed |
$217K - $246K
|
0
$0
|
|
|
Oct 04, 2018
Q3 2018
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-674Closed |
$28.9K - $32.7K
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Worm Capital, LLC
Austin, TX |
SELL
|
PUT |
-466KClosed |
$19.9M - $22.6M
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-200Closed |
$9.31K - $10.1K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-410Closed |
$19.1K - $20.7K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15Closed |
$699 - $758
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-1.61KClosed |
$75.2K - $81.5K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-500Closed |
$23.3K - $25.3K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47KClosed |
$68.5K - $74.2K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.61KClosed |
$261K - $283K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-176Closed |
$8.2K - $8.89K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-673Closed |
$31.3K - $34K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.71KClosed |
$452K - $491K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
First Dallas Securities Inc.
|
SELL
|
- |
-5.7KClosed |
$265K - $288K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-110KClosed |
$5.11M - $5.54M
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
216+ 2.17% |
$10.1K - $10.9K
|
10.2K
$534K
|
|
|
Jul 17, 2018
Q2 2018
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-67Closed |
$3.12K - $3.38K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Feb 13, 2024
Q1 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
254New |
$12K - $14.1K
|
254
$13.3K
|
|
|
May 18, 2018
Q1 2018
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.14KClosed |
$196K - $230K
|
0
$0
|
|