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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22- 1.32% |
$889 - $1.01K
|
1.64K
$79.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-177K- 39.32% |
$7.14M - $8.11M
|
273K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-3.29K- 4.18% |
$133K - $151K
|
75.3K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-5.73K- 92.34% |
$232K - $263K
|
475
$23.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27K- 8.94% |
$1.09M - $1.24M
|
275K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
61+ 1.3% |
$2.47K - $2.8K
|
4.76K
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.02% |
$80.8 - $91.8
|
9.03K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15- 3.46% |
$606 - $689
|
418
$20.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 30.03% |
$451K - $512K
|
26K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-22.7K- 12.37% |
$918K - $1.04M
|
161K
$7.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 1.25% |
$40.4 - $45.9
|
81
$3.94K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-73.7K- 3.87% |
$2.98M - $3.38M
|
1.83M
$89M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-181- 1.05% |
$7.32K - $8.31K
|
17.1K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-6.22K- 5.4% |
$251K - $286K
|
109K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.62K+ 3.49% |
$227K - $258K
|
167K
$8.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10.5K- 65.23% |
$425K - $482K
|
5.6K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8.56KNew |
$346K - $393K
|
8.56K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.91K+ 44.98% |
$118K - $134K
|
9.38K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25- 0.93% |
$1.01K - $1.15K
|
2.68K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
310+ 2.55% |
$12.5K - $14.2K
|
12.5K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.6K+ 221.83% |
$468K - $532K
|
16.8K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.08K+ 103.87% |
$367K - $417K
|
17.8K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 1.3% |
$12.1K - $13.8K
|
22.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-824- 2.34% |
$33.3K - $37.8K
|
34.4K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
586New |
$23.7K - $26.9K
|
586
$28.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.81KNew |
$195K - $221K
|
4.81K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.78K+ 11.62% |
$112K - $128K
|
26.7K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-6.37K- 24.21% |
$257K - $292K
|
19.9K
$970K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.04K- 13.11% |
$82.5K - $93.7K
|
13.5K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
349+ 2.13% |
$14.1K - $16K
|
16.7K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11K+ 6.69% |
$443K - $503K
|
175K
$8.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
44.6K+ 94.49% |
$1.8M - $2.05M
|
91.8K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.89K- 54.32% |
$319K - $362K
|
6.64K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Promethos Capital, LLC
Boston, MA |
SELL
|
- |
-844- 0.52% |
$34.1K - $38.7K
|
163K
$7.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.45M- 98.27% |
$58.5M - $66.5M
|
25.5K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.02K+ 4.95% |
$163K - $185K
|
85.3K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-7.13K- 26.79% |
$288K - $328K
|
19.5K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.31K- 4.01% |
$53K - $60.1K
|
31.4K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
27.5K+ 14.61% |
$1.11M - $1.26M
|
216K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-17.3K- 14.5% |
$698K - $793K
|
102K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
972+ 6.89% |
$39.3K - $44.6K
|
15.1K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.5KClosed |
$426K - $484K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-80.4K- 17.25% |
$3.25M - $3.69M
|
386K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-4.99K- 0.72% |
$202K - $229K
|
692K
$33.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-165- 0.96% |
$6.67K - $7.58K
|
17.1K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-501- 21.26% |
$20.3K - $23K
|
1.86K
$90.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-312- 0.62% |
$12.6K - $14.3K
|
49.9K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
42.5KNew |
$1.72M - $1.95M
|
42.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
74.6K+ 30.78% |
$3.01M - $3.42M
|
317K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-170- 0.73% |
$6.87K - $7.8K
|
23K
$1.12M
|