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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
545+ 4.4% |
$22K - $25K
|
12.9K
$629K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.75K- 11.05% |
$233K - $264K
|
46.3K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.15% |
$202 - $230
|
438
$21.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
71+ 0.49% |
$2.87K - $3.26K
|
14.5K
$704K
|
|
|
Oct 29, 2024
Q3 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1+ 0.01% |
$40.4 - $45.9
|
14.2K
$689K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.45K+ 2.46% |
$301K - $342K
|
310K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.65K+ 14.72% |
$66.6K - $75.6K
|
12.8K
$624K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-36.6K- 27.81% |
$1.48M - $1.68M
|
95.1K
$4.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
31.4K+ 172.61% |
$1.27M - $1.44M
|
49.6K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
161+ 0.84% |
$6.51K - $7.39K
|
19.4K
$943K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.49K- 32.47% |
$101K - $114K
|
5.19K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-341- 10.05% |
$13.8K - $15.7K
|
3.05K
$148K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
310New |
$12.5K - $14.2K
|
310
$15.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60+ 1.61% |
$2.43K - $2.75K
|
3.78K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
646+ 1.3% |
$26.1K - $29.7K
|
50.2K
$2.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.43% |
$1.29K - $1.47K
|
2.27K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-885- 3.47% |
$35.8K - $40.6K
|
24.6K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
364New |
$14.7K - $16.7K
|
364
$17.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 4.67% |
$1.62K - $1.84K
|
817
$39.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.01K+ 1.69% |
$40.6K - $46.1K
|
60.6K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-930- 1.42% |
$37.6K - $42.7K
|
64.5K
$3.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
9.3K+ 7.65% |
$376K - $427K
|
131K
$6.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5.16K- 96.65% |
$208K - $237K
|
179
$8.71K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7.16K+ 106.63% |
$289K - $329K
|
13.9K
$675K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.6KNew |
$186K - $211K
|
4.6K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
397+ 40.93% |
$16K - $18.2K
|
1.37K
$66.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
145+ 0.54% |
$5.86K - $6.66K
|
27.2K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.14K- 9.41% |
$86.6K - $98.4K
|
20.6K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
64+ 0.49% |
$2.59K - $2.94K
|
13.1K
$638K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.1MNew |
$125M - $142M
|
3.1M
$151M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
542+ 2.56% |
$21.9K - $24.9K
|
21.7K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
318+ 1.2% |
$12.9K - $14.6K
|
26.7K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-446- 2.33% |
$18K - $20.5K
|
18.7K
$911K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 2.1% |
$445 - $505
|
512
$24.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20New |
$808 - $918
|
20
$973
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
121KNew |
$4.9M - $5.56M
|
121K
$5.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.71KNew |
$190K - $216K
|
4.71K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-162- 23.24% |
$6.55K - $7.44K
|
535
$26K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 2.08% |
$44K - $50K
|
51.4K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27K+ 102.91% |
$1.09M - $1.24M
|
53.2K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
117+ 24.68% |
$4.73K - $5.37K
|
591
$28.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118+ 0.21% |
$4.77K - $5.42K
|
56.6K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.4K- 11.46% |
$1.67M - $1.9M
|
320K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 12.03% |
$48.1K - $54.6K
|
11.1K
$539K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
95New |
$3.84K - $4.36K
|
95
$4.62K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4.8K+ 71.35% |
$194K - $220K
|
11.5K
$560K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.45K+ 23.18% |
$139K - $158K
|
18.3K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$121 - $138
|
3
$146
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-40- 0.7% |
$1.62K - $1.84K
|
5.64K
$274K
|