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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 32.82% |
$184K - $241K
|
8.08K
$566K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
628+ 690.11% |
$29.3K - $38.4K
|
719
$50.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.04K- 3.66% |
$282K - $369K
|
159K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
321New |
$15K - $19.6K
|
321
$22.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.08% |
$420 - $550
|
10.7K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26New |
$1.21K - $1.59K
|
26
$1.82K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19.8K- 17.03% |
$922K - $1.21M
|
96.3K
$6.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.06K+ 4.72% |
$49.5K - $64.8K
|
23.5K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.94K- 12.64% |
$184K - $241K
|
27.2K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
73+ 9.85% |
$3.41K - $4.46K
|
814
$57K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-150- 2.56% |
$7K - $9.16K
|
5.71K
$400K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
99+ 35.11% |
$4.62K - $6.05K
|
381
$26.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-432- 2.75% |
$20.2K - $26.4K
|
15.3K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.81K+ 34.45% |
$84.4K - $110K
|
7.06K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 10.37% |
$1.06M - $1.39M
|
242K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
79New |
$3.69K - $4.83K
|
79
$5.54K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
42.6KNew |
$1.99M - $2.6M
|
42.6K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.23K- 5.1% |
$57.2K - $74.8K
|
22.8K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
447+ 5.48% |
$20.9K - $27.3K
|
8.6K
$602K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
368+ 10.41% |
$17.2K - $22.5K
|
3.9K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.93K+ 78.83% |
$230K - $301K
|
11.2K
$784K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
826+ 5.39% |
$38.6K - $50.5K
|
16.2K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
25.6KNew |
$1.19M - $1.56M
|
25.6K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-482- 2.06% |
$22.5K - $29.4K
|
23K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44K+ 353.27% |
$2.05M - $2.69M
|
56.5K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-67- 1.07% |
$3.13K - $4.09K
|
6.2K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
2.91K+ 0.1% |
$136K - $178K
|
2.97M
$208M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.64K+ 3.07% |
$76.6K - $100K
|
55.1K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.35KNew |
$156K - $204K
|
3.35K
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
120K+ 237.05% |
$5.61M - $7.34M
|
171K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 4.8% |
$1.12K - $1.47K
|
476
$33.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
13.5KNew |
$632K - $827K
|
13.5K
$949K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-114- 11.13% |
$5.32K - $6.96K
|
910
$63.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
850+ 17.87% |
$39.7K - $51.9K
|
5.61K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.2K+ 62.51% |
$56.1K - $73.4K
|
3.13K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
51+ 1.31% |
$2.38K - $3.12K
|
3.95K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.35K+ 1.69% |
$390K - $510K
|
503K
$35.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.8KNew |
$178K - $232K
|
3.8K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.07K+ 44.87% |
$330K - $432K
|
22.8K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 3.57% |
$64.4K - $84.2K
|
37.3K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.8K+ 20.05% |
$364K - $477K
|
46.7K
$3.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 4.81% |
$671K - $878K
|
313K
$21.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.83K- 4.82% |
$85.3K - $112K
|
36.1K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.74KNew |
$175K - $229K
|
3.74K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 5.03% |
$467 - $611
|
189
$13.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-99.7K- 25.7% |
$4.66M - $6.09M
|
288K
$20.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.18K+ 17.64% |
$195K - $256K
|
27.9K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
105+ 0.76% |
$4.9K - $6.41K
|
13.9K
$976K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
60+ 4.08% |
$2.8K - $3.67K
|
1.53K
$107K
|