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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$97.4 - $123
|
7.62K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-14.7K- 2.16% |
$714K - $903K
|
664K
$41.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.74KNew |
$231K - $292K
|
4.74K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
175+ 3.68% |
$8.52K - $10.8K
|
4.93K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.04K+ 5.6% |
$196K - $248K
|
76.1K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-246K- 2.31% |
$12M - $15.2M
|
10.4M
$645M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
119+ 1.44% |
$5.79K - $7.33K
|
8.39K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-102K- 25.55% |
$4.94M - $6.25M
|
296K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 55.03% |
$66.3K - $83.8K
|
3.83K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43- 0.78% |
$2.09K - $2.65K
|
5.49K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-514- 2.97% |
$25K - $31.7K
|
16.8K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.66K+ 8.13% |
$422K - $534K
|
115K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.1K- 5.57% |
$786K - $994K
|
274K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
190+ 1.65% |
$9.25K - $11.7K
|
11.7K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.27KNew |
$305K - $386K
|
6.27K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
80.8K+ 229.59% |
$3.93M - $4.98M
|
116K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
442+ 3.01% |
$21.5K - $27.2K
|
15.1K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.79K- 2.17% |
$184K - $233K
|
171K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
79.9K+ 19.87% |
$3.89M - $4.92M
|
482K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
85.2K+ 9.09% |
$4.15M - $5.24M
|
1.02M
$63.4M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
663+ 6.39% |
$32.3K - $40.8K
|
11K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.08K+ 73.6% |
$198K - $251K
|
9.61K
$597K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
450+ 1.96% |
$21.9K - $27.7K
|
23.4K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.48K- 29.49% |
$267K - $338K
|
13.1K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-26.2K- 7.28% |
$1.28M - $1.61M
|
334K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-800- 47.06% |
$38.9K - $49.3K
|
900
$55.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
384K+ 48.88% |
$18.7M - $23.7M
|
1.17M
$72.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-18.7K- 8.73% |
$910K - $1.15M
|
196K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
91.8K+ 3.3% |
$4.47M - $5.65M
|
2.87M
$178M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
570+ 282.18% |
$27.7K - $35.1K
|
772
$47.9K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
51+ 0.94% |
$2.48K - $3.14K
|
5.46K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13.6K+ 1360.7% |
$662K - $838K
|
14.6K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
10KNew |
$487K - $616K
|
10K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12K+ 12.44% |
$586K - $741K
|
109K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.46K- 2.54% |
$168K - $213K
|
133K
$8.25M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
10.7KNew |
$522K - $660K
|
10.7K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
111New |
$5.4K - $6.84K
|
111
$6.89K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6.42K+ 25.96% |
$313K - $395K
|
31.2K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
988+ 4.6% |
$48.1K - $60.8K
|
22.5K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.48K+ 15.95% |
$121K - $153K
|
18.1K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
341K+ 729.56% |
$16.6M - $21M
|
388K
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90.3K+ 88.31% |
$4.39M - $5.56M
|
192K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
884New |
$43K - $54.4K
|
884
$54.9K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-995- 5.75% |
$48.4K - $61.3K
|
16.3K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
60+ 2.57% |
$2.92K - $3.69K
|
2.39K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.01KNew |
$195K - $247K
|
4.01K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-204- 3.44% |
$9.93K - $12.6K
|
5.73K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10K+ 501.3% |
$488K - $618K
|
12K
$747K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.5K+ 22.44% |
$509K - $644K
|
57.1K
$3.54M
|