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 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-178- 0.77% |
$7.19K - $8.17K
|
23K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
45.8K+ 5.39% |
$1.85M - $2.1M
|
897K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3.19K- 2.06% |
$129K - $147K
|
152K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
10.6KNew |
$430K - $488K
|
10.6K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
950+ 2.98% |
$38.4K - $43.6K
|
32.8K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4K- 20.12% |
$162K - $184K
|
15.9K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5.68KNew |
$230K - $261K
|
5.68K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.03K+ 35.95% |
$81.9K - $93K
|
7.66K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-31.6K- 90.01% |
$1.28M - $1.45M
|
3.51K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36.5K+ 65.73% |
$1.48M - $1.68M
|
92.1K
$4.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$124K - $141K
|
3.07K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.5% |
$80.8 - $91.8
|
406
$19.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-63- 0.71% |
$2.55K - $2.89K
|
8.79K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
983+ 2.53% |
$39.7K - $45.1K
|
39.8K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
56.2KNew |
$2.27M - $2.58M
|
56.2K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$40.4 - $45.9
|
14.9K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
707+ 40.24% |
$28.6K - $32.5K
|
2.46K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-19.7K- 32.3% |
$797K - $905K
|
41.3K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.75K+ 15.49% |
$192K - $218K
|
35.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-170- 0.59% |
$6.87K - $7.8K
|
28.7K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.19K- 13.27% |
$88.7K - $101K
|
14.3K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
95+ 2.05% |
$3.84K - $4.36K
|
4.72K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
450+ 138.46% |
$18.2K - $20.7K
|
775
$37.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.28K+ 2.7% |
$51.8K - $58.9K
|
48.8K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.91K+ 1.66% |
$77.1K - $87.6K
|
117K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-529- 7.79% |
$21.4K - $24.3K
|
6.27K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.8KNew |
$842K - $956K
|
20.8K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
172KNew |
$6.93M - $7.87M
|
172K
$8.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.7K- 5.26% |
$109K - $124K
|
48.7K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 103.65% |
$1.17M - $1.33M
|
56.9K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$16.2K - $18.4K
|
400
$19.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
65+ 0.18% |
$2.63K - $2.98K
|
35.8K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-300- 4.84% |
$12.1K - $13.8K
|
5.9K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-45.7K- 78.6% |
$1.85M - $2.1M
|
12.4K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-9.31K- 41.11% |
$376K - $428K
|
13.3K
$649K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133New |
$5.38K - $6.11K
|
133
$6.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.22KNew |
$292K - $331K
|
7.22K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
9.93K+ 92.28% |
$401K - $456K
|
20.7K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.75K+ 28.23% |
$70.7K - $80.3K
|
7.95K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.45K+ 1.18% |
$58.6K - $66.6K
|
125K
$6.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-490- 2.89% |
$19.8K - $22.5K
|
16.4K
$800K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119+ 6.63% |
$4.81K - $5.46K
|
1.91K
$93.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
331+ 5.09% |
$13.4K - $15.2K
|
6.83K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
8.34K+ 110.3% |
$337K - $383K
|
15.9K
$773K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.06K+ 19.51% |
$245K - $278K
|
37.1K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-156- 62.65% |
$6.31K - $7.16K
|
93
$4.52K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-61- 0.84% |
$2.47K - $2.8K
|
7.2K
$350K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
719+ 2.9% |
$29.1K - $33K
|
25.5K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.24K+ 26.61% |
$212K - $241K
|
24.9K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-3.3K- 66.0% |
$133K - $152K
|
1.7K
$82.7K
|