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, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
20New |
$1.21K - $1.42K
|
20
$1.42K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
16K+ 78.52% |
$962K - $1.13M
|
36.3K
$2.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
454+ 12.64% |
$27.4K - $32.2K
|
4.05K
$288K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.63K+ 6.49% |
$219K - $258K
|
59.6K
$4.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.28K- 3.76% |
$77K - $90.7K
|
32.7K
$2.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 8.48% |
$216K - $254K
|
45.8K
$3.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-969- 2.77% |
$58.4K - $68.8K
|
34K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
73.4K+ 42.97% |
$4.42M - $5.21M
|
244K
$17.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
350+ 4.07% |
$21.1K - $24.8K
|
8.95K
$637K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-700- 1.64% |
$42.2K - $49.7K
|
41.9K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
12.5K+ 85.19% |
$753K - $887K
|
27.2K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.1K+ 88.85% |
$488K - $575K
|
17.2K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.5K+ 101.26% |
$813K - $958K
|
26.8K
$1.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
3.14KNew |
$189K - $223K
|
3.14K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-22.8K- 3.52% |
$1.37M - $1.62M
|
624K
$44.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18- 2.8% |
$1.08K - $1.28K
|
626
$44.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
30New |
$1.81K - $2.13K
|
30
$2.14K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
37+ 0.65% |
$2.23K - $2.63K
|
5.7K
$406K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.63K+ 3.13% |
$159K - $187K
|
86.7K
$6.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.26KNew |
$196K - $231K
|
3.26K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24K+ 9.93% |
$1.45M - $1.7M
|
266K
$18.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
798+ 196.55% |
$48.1K - $56.6K
|
1.2K
$85.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.28KNew |
$258K - $303K
|
4.28K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
409+ 2.94% |
$24.7K - $29K
|
14.3K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 35.6% |
$609K - $717K
|
38.5K
$2.74M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
6.05KNew |
$365K - $430K
|
6.05K
$431K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-96- 18.75% |
$5.79K - $6.81K
|
416
$29.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.77K+ 15.4% |
$167K - $196K
|
20.7K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
40New |
$2.41K - $2.84K
|
40
$2.85K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-4.01K- 19.71% |
$242K - $285K
|
16.3K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-646- 1.39% |
$38.9K - $45.9K
|
45.9K
$3.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$719K - $847K
|
11.9K
$850K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
808+ 8.14% |
$48.7K - $57.4K
|
10.7K
$764K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
23+ 0.57% |
$1.39K - $1.63K
|
4.07K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-20.4K- 68.48% |
$1.23M - $1.45M
|
9.38K
$668K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.7K- 62.49% |
$283K - $333K
|
2.82K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 8.13% |
$34.6K - $40.7K
|
7.63K
$543K
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
468+ 9.57% |
$28.2K - $33.2K
|
5.36K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-632- 2.33% |
$38.1K - $44.9K
|
26.4K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
648+ 8.46% |
$39.1K - $46K
|
8.31K
$592K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-820- 50.49% |
$49.4K - $58.2K
|
804
$57.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
289+ 3.15% |
$17.4K - $20.5K
|
9.45K
$673K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.9KNew |
$235K - $277K
|
3.9K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-12.8K- 18.48% |
$770K - $907K
|
56.3K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 2.54% |
$422 - $497
|
283
$20.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
510+ 100.0% |
$30.7K - $36.2K
|
1.02K
$72.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.53KNew |
$213K - $251K
|
3.53K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.45K+ 12.53% |
$208K - $245K
|
31K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24.9K+ 207.3% |
$1.5M - $1.77M
|
36.9K
$2.63M
|
|