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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85+ 30.8% |
$4.14K - $5.23K
|
361
$22.4K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56+ 0.81% |
$2.73K - $3.45K
|
6.96K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.33K+ 1.22% |
$64.9K - $82.1K
|
111K
$6.87M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-292- 6.89% |
$14.2K - $18K
|
3.95K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
39.4KNew |
$1.92M - $2.43M
|
39.4K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$296K - $374K
|
6.07K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.1K+ 52.2% |
$3.9M - $4.93M
|
234K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.73K- 27.32% |
$84.2K - $107K
|
4.6K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.76KNew |
$232K - $293K
|
4.76K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-120K- 99.66% |
$5.87M - $7.42M
|
412
$25.6K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-517- 10.63% |
$25.2K - $31.8K
|
4.35K
$270K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
40+ 0.85% |
$1.95K - $2.46K
|
4.76K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
53.5K+ 145.37% |
$2.6M - $3.29M
|
90.3K
$5.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 4.79% |
$49.9K - $63.1K
|
22.4K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-951- 1.48% |
$46.3K - $58.6K
|
63.1K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11KNew |
$537K - $680K
|
11K
$685K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.17K+ 24.02% |
$56.7K - $71.7K
|
6.02K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-145- 2.1% |
$7.06K - $8.93K
|
6.75K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.03K+ 21.4% |
$99K - $125K
|
11.5K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 0.16% |
$974 - $1.23K
|
12.5K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
25.2KNew |
$1.23M - $1.55M
|
25.2K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 12.72% |
$86.6K - $109K
|
15.8K
$978K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-273- 0.7% |
$13.3K - $16.8K
|
38.7K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
744+ 2.43% |
$36.2K - $45.8K
|
31.4K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
200+ 2.52% |
$9.74K - $12.3K
|
8.15K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-772- 13.11% |
$37.6K - $47.5K
|
5.12K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 52.99% |
$98.7K - $125K
|
5.86K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
171+ 2.43% |
$8.32K - $10.5K
|
7.21K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 43.79% |
$595K - $753K
|
15.7K
$974K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.99KNew |
$194K - $246K
|
3.99K
$248K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-206- 1.47% |
$10K - $12.7K
|
13.8K
$858K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.62K- 11.84% |
$78.6K - $99.5K
|
12K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-935- 3.5% |
$45.5K - $57.6K
|
25.8K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
387+ 4.74% |
$18.8K - $23.8K
|
8.54K
$530K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.02K- 5.7% |
$49.7K - $62.8K
|
16.9K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-19.2K- 54.02% |
$936K - $1.18M
|
16.4K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-497- 4.06% |
$24.2K - $30.6K
|
11.7K
$729K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26New |
$1.27K - $1.6K
|
26
$1.61K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10+ 0.24% |
$487 - $616
|
4.13K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
249+ 32.13% |
$12.1K - $15.3K
|
1.02K
$63.6K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-50- 65.79% |
$2.43K - $3.08K
|
26
$1.61K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.7KNew |
$375K - $474K
|
7.7K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-885- 8.29% |
$43.1K - $54.5K
|
9.79K
$608K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-478- 4.18% |
$23.3K - $29.4K
|
11K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-473- 2.59% |
$23K - $29.1K
|
17.8K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.85K+ 12.1% |
$139K - $176K
|
26.4K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.09K+ 23.09% |
$150K - $190K
|
16.5K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100+ 20.0% |
$4.87K - $6.16K
|
600
$37.2K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
18KNew |
$878K - $1.11M
|
18K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.7K- 19.08% |
$131K - $166K
|
11.4K
$710K
|