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 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 25.27% |
$69.8K - $79.3K
|
8.57K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-69- 0.76% |
$2.79K - $3.17K
|
9.01K
$438K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13+ 0.96% |
$525 - $597
|
1.37K
$66.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.1K+ 120.73% |
$407K - $462K
|
18.4K
$896K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.15KNew |
$289K - $328K
|
7.15K
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-477- 9.51% |
$19.3K - $21.9K
|
4.54K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.59K+ 20.8% |
$145K - $165K
|
20.9K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-47- 0.73% |
$1.9K - $2.16K
|
6.39K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
622+ 10.17% |
$25.1K - $28.6K
|
6.74K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
675+ 3.08% |
$27.3K - $31K
|
22.6K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.61K- 28.65% |
$146K - $166K
|
8.99K
$437K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.53K+ 2.78% |
$102K - $116K
|
93.3K
$4.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-272- 5.27% |
$11K - $12.5K
|
4.89K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.21K+ 53.7% |
$130K - $147K
|
9.19K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.8K- 8.68% |
$72.7K - $82.5K
|
18.9K
$921K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 1.71% |
$1.29K - $1.47K
|
1.91K
$92.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
500+ 60.98% |
$20.2K - $23K
|
1.32K
$64.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.39KNew |
$137K - $156K
|
3.39K
$165K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-103- 0.93% |
$4.16K - $4.73K
|
10.9K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 25.15% |
$6.75K - $7.67K
|
831
$40.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
26+ 0.47% |
$1.05K - $1.19K
|
5.52K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
109+ 72.67% |
$4.41K - $5K
|
259
$12.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-58- 19.02% |
$2.34K - $2.66K
|
247
$12K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.2K+ 9.44% |
$775K - $880K
|
222K
$10.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-958- 10.82% |
$38.7K - $44K
|
7.9K
$384K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
507+ 24.3% |
$20.5K - $23.3K
|
2.59K
$126K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
228New |
$9.22K - $10.5K
|
228
$11.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
24.1K+ 23.8% |
$976K - $1.11M
|
126K
$6.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.19K- 28.73% |
$169K - $192K
|
10.4K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
101+ 2.22% |
$4.08K - $4.64K
|
4.65K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
22+ 44.9% |
$889 - $1.01K
|
71
$3.45K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.87K+ 21.53% |
$237K - $269K
|
33.1K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-20- 6.08% |
$808 - $918
|
309
$15K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
904+ 10.96% |
$36.5K - $41.5K
|
9.16K
$445K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-26- 1.57% |
$1.05K - $1.19K
|
1.63K
$79.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
720+ 10.36% |
$29.1K - $33.1K
|
7.67K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-6.7K- 4.21% |
$271K - $308K
|
152K
$7.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 2.36% |
$6.14K - $6.98K
|
6.59K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.93KNew |
$77.8K - $88.4K
|
1.93K
$93.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-388- 20.68% |
$15.7K - $17.8K
|
1.49K
$72.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-977- 3.94% |
$39.5K - $44.9K
|
23.8K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
48New |
$1.94K - $2.2K
|
48
$2.33K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
225+ 1.31% |
$9.09K - $10.3K
|
17.4K
$848K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
273+ 2.33% |
$11K - $12.5K
|
12K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
693New |
$28K - $31.8K
|
693
$33.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.25K+ 5.88% |
$90.9K - $103K
|
40.5K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.13K+ 4.17% |
$45.8K - $52K
|
28.3K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
336New |
$13.6K - $15.4K
|
336
$16.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.04K+ 47.57% |
$163K - $185K
|
12.5K
$609K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$40.4 - $45.9
|
1.07K
$52.2K
|