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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 24, 2019
Q1 2019
|
Field & Main Bank
|
SELL
|
- |
-200Closed |
$8.08K - $8.56K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-7Closed |
$283 - $300
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
G&S Capital LLC
|
SELL
|
- |
-205Closed |
$8.29K - $8.77K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.13MClosed |
$45.7M - $48.4M
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-14KClosed |
$564K - $597K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-742Closed |
$30K - $31.8K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-201Closed |
$8.12K - $8.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 04, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.2K+ 1275.82% |
$1.28M - $1.47M
|
35.8K
$2.22M
|
|
|
Feb 15, 2019
Q4 2018
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.61KClosed |
$61.9K - $70.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-603Closed |
$23.3K - $26.7K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-758Closed |
$29.2K - $33.5K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
80New |
$3.09K - $3.54K
|
80
$4.97K
|
|
|
Feb 14, 2019
Q4 2018
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.83KClosed |
$186K - $213K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
50.2KNew |
$1.94M - $2.22M
|
50.2K
$3.12M
|
|
|
Feb 14, 2019
Q4 2018
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.2MClosed |
$84.7M - $97M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-279Closed |
$10.8K - $12.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.4KNew |
$285K - $327K
|
7.4K
$459K
|
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-767Closed |
$29.6K - $33.9K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Oakworth Capital, Inc.
|
SELL
|
- |
-986Closed |
$38K - $43.6K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-74KClosed |
$2.86M - $3.27M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.75KClosed |
$222K - $254K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-791Closed |
$30.5K - $35K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-14.5KClosed |
$560K - $642K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-214Closed |
$8.25K - $9.46K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-641Closed |
$24.7K - $28.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4.77KClosed |
$184K - $211K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.51KClosed |
$97K - $111K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.35KClosed |
$52K - $59.6K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-31Closed |
$1.2K - $1.37K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-137Closed |
$5.28K - $6.06K
|
0
$0
|
|
|
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
|
|