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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 141.05% |
$7.86M - $9.26M
|
223K
$15.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
217+ 0.83% |
$13.1K - $15.4K
|
26.4K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.04K+ 25.41% |
$123K - $145K
|
10.1K
$716K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
479+ 2.58% |
$28.9K - $34K
|
19.1K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.13KNew |
$189K - $222K
|
3.13K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.11K+ 5.08% |
$247K - $291K
|
85K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 6.4% |
$784 - $923
|
190
$13.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
687+ 6.64% |
$41.4K - $48.8K
|
11K
$786K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-291- 3.81% |
$17.5K - $20.7K
|
7.36K
$524K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
50.2K+ 968.41% |
$3.03M - $3.57M
|
55.4K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.54K- 9.59% |
$153K - $180K
|
23.9K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26.4K+ 46.83% |
$1.59M - $1.88M
|
82.9K
$5.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
162+ 2.2% |
$9.76K - $11.5K
|
7.53K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.27% |
$60.3 - $71
|
80
$5.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.21KNew |
$434K - $512K
|
7.21K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.83% |
$60.3 - $71
|
121
$8.62K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.59% |
$1.45K - $1.7K
|
4.08K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
81+ 1.63% |
$4.88K - $5.75K
|
5.06K
$361K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.2K+ 63.43% |
$1.16M - $1.36M
|
49.4K
$3.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 7.23% |
$1.81K - $2.13K
|
445
$31.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.8K+ 47.14% |
$710K - $836K
|
36.8K
$2.62M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-199- 5.06% |
$12K - $14.1K
|
3.73K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
88+ 2.3% |
$5.3K - $6.25K
|
3.91K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.2K+ 6.12% |
$434K - $511K
|
125K
$8.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.23% |
$1.81K - $2.13K
|
12.8K
$914K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.25KNew |
$196K - $231K
|
3.25K
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
879+ 18.22% |
$53K - $62.4K
|
5.7K
$406K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
69+ 1.81% |
$4.16K - $4.9K
|
3.88K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 1.14% |
$1.27K - $1.49K
|
1.87K
$133K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 4.61% |
$2.23K - $2.63K
|
765
$54.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
7.85KNew |
$473K - $557K
|
7.85K
$559K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
35New |
$2.11K - $2.48K
|
35
$2.49K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 13.68% |
$444K - $523K
|
46.5K
$3.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 24.94% |
$116K - $136K
|
9.61K
$685K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
8New |
$482 - $568
|
8
$570
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
95+ 1.24% |
$5.73K - $6.74K
|
7.74K
$551K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.08KNew |
$246K - $290K
|
4.08K
$291K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.6KNew |
$217K - $255K
|
3.6K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
320+ 15.83% |
$19.3K - $22.7K
|
2.34K
$167K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-75- 0.88% |
$4.52K - $5.32K
|
8.42K
$599K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.5K+ 23.09% |
$332K - $391K
|
29.3K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.44K- 4.1% |
$86.7K - $102K
|
33.6K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
610New |
$36.8K - $43.3K
|
610
$43.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-76- 0.14% |
$4.58K - $5.39K
|
54.9K
$3.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
22KNew |
$1.33M - $1.56M
|
22K
$1.57M
|
|