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 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 19.61% |
$2.43K - $2.75K
|
366
$17.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-9.57K- 30.73% |
$387K - $439K
|
21.6K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-502K- 4.5% |
$20.3M - $23.1M
|
10.7M
$518M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-89- 0.64% |
$3.6K - $4.09K
|
13.8K
$670K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
407+ 6.4% |
$16.5K - $18.7K
|
6.77K
$329K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.49K+ 12.8% |
$181K - $206K
|
39.6K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-41- 0.03% |
$1.66K - $1.88K
|
158K
$7.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
226+ 11.92% |
$9.13K - $10.4K
|
2.12K
$103K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 7.14% |
$80.8 - $91.8
|
26
$1.26K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.83KNew |
$235K - $267K
|
5.83K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-451- 58.65% |
$18.2K - $20.7K
|
318
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.35% |
$40.4 - $45.9
|
75
$3.65K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-367- 39.68% |
$14.8K - $16.8K
|
558
$27.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 4.76% |
$40.4 - $45.9
|
22
$1.07K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-23.5K- 5.67% |
$948K - $1.08M
|
390K
$19M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-133K- 30.79% |
$5.37M - $6.1M
|
299K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4+ 57.14% |
$162 - $184
|
11
$535
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
341+ 4.3% |
$13.8K - $15.7K
|
8.27K
$402K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-103- 8.17% |
$4.16K - $4.73K
|
1.16K
$56.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-924- 2.71% |
$37.3K - $42.4K
|
33.2K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
84+ 70.0% |
$3.4K - $3.86K
|
204
$9.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
9.72KNew |
$393K - $446K
|
9.72K
$473K
|
|
|
Nov 05, 2024
Q3 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 20.0% |
$8.08K - $9.18K
|
800
$38.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.38K- 10.85% |
$55.6K - $63.1K
|
11.3K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 73.91% |
$687 - $780
|
40
$1.95K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
966+ 9.41% |
$39K - $44.3K
|
11.2K
$546K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
67.6K+ 28.87% |
$2.73M - $3.1M
|
302K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
67.9K+ 15.71% |
$2.75M - $3.12M
|
501K
$24.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.24K+ 11.98% |
$50K - $56.8K
|
11.6K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-990- 7.82% |
$40K - $45.5K
|
11.7K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
873+ 3.72% |
$35.3K - $40.1K
|
24.4K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 12.65% |
$1.25K - $1.42K
|
276
$13.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
535+ 5.53% |
$21.6K - $24.6K
|
10.2K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
482+ 33.06% |
$19.5K - $22.1K
|
1.94K
$94.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
247+ 216.67% |
$9.98K - $11.3K
|
361
$17.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
22+ 0.27% |
$889 - $1.01K
|
8.12K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
62+ 0.49% |
$2.51K - $2.85K
|
12.8K
$621K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.68K- 41.85% |
$270K - $307K
|
9.29K
$452K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5K- 16.37% |
$60.7K - $69K
|
7.67K
$373K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.77K- 90.65% |
$233K - $265K
|
595
$28.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
147+ 1.85% |
$5.94K - $6.75K
|
8.1K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.02K+ 18.0% |
$41.1K - $46.6K
|
6.66K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.97K- 15.58% |
$120K - $136K
|
16.1K
$783K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.35% |
$849 - $964
|
6.02K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.92K- 2.79% |
$77.6K - $88.1K
|
66.9K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.19KNew |
$129K - $146K
|
3.19K
$155K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-15.8K- 26.07% |
$640K - $727K
|
44.9K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
877+ 16.15% |
$35.4K - $40.3K
|
6.31K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
90+ 100.0% |
$3.64K - $4.13K
|
180
$8.76K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.43K+ 18.15% |
$57.8K - $65.7K
|
9.32K
$453K
|