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 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.34K+ 33.38% |
$62.4K - $81.7K
|
5.34K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
703+ 3.58% |
$32.8K - $42.9K
|
20.3K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.19K+ 25.68% |
$242K - $317K
|
25.4K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.57K+ 195.56% |
$167K - $218K
|
5.39K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
72+ 3.01% |
$3.36K - $4.4K
|
2.47K
$173K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.46K- 7.28% |
$68.2K - $89.2K
|
18.6K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
180New |
$8.4K - $11K
|
180
$12.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
322+ 2.13% |
$15K - $19.7K
|
15.5K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5+ 4.35% |
$233 - $305
|
120
$8.41K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.09K+ 41.61% |
$378K - $494K
|
27.5K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
26.5KNew |
$1.24M - $1.62M
|
26.5K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.07K+ 53.31% |
$330K - $432K
|
20.3K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.5KNew |
$1.05M - $1.38M
|
22.5K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
835+ 6.68% |
$39K - $51K
|
13.3K
$934K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
616+ 9.12% |
$28.8K - $37.6K
|
7.37K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
298+ 3.36% |
$13.9K - $18.2K
|
9.16K
$642K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
600+ 15.19% |
$28K - $36.7K
|
4.55K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
510New |
$23.8K - $31.2K
|
510
$35.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
134K+ 175.6% |
$6.24M - $8.16M
|
210K
$14.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-342- 1.96% |
$16K - $20.9K
|
17.2K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-385- 63.74% |
$18K - $23.5K
|
219
$15.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-101- 6.89% |
$4.71K - $6.17K
|
1.36K
$95.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
330+ 4.28% |
$15.4K - $20.2K
|
8.03K
$563K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
261+ 152.63% |
$12.2K - $15.9K
|
432
$30.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-78- 91.76% |
$3.64K - $4.77K
|
7
$490
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7KNew |
$327K - $427K
|
7K
$490K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 35.71% |
$1.87K - $2.44K
|
152
$10.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
189+ 2.71% |
$8.82K - $11.5K
|
7.15K
$501K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.1K+ 1258.03% |
$519K - $679K
|
12K
$841K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
8.82K+ 150.62% |
$412K - $539K
|
14.7K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
22.9K+ 335.77% |
$1.07M - $1.4M
|
29.8K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4K+ 78.21% |
$187K - $244K
|
9.12K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
872+ 11.06% |
$40.7K - $53.3K
|
8.75K
$613K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.73K+ 50.73% |
$127K - $167K
|
8.11K
$568K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.37KNew |
$204K - $267K
|
4.37K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.29KNew |
$294K - $384K
|
6.29K
$441K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-458- 53.01% |
$21.4K - $28K
|
406
$28.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-497- 8.26% |
$23.2K - $30.4K
|
5.52K
$387K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-230- 2.04% |
$10.7K - $14.1K
|
11K
$774K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-843- 43.57% |
$39.4K - $51.5K
|
1.09K
$76.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.79K+ 23.73% |
$130K - $170K
|
14.5K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.68K- 4.42% |
$125K - $163K
|
57.8K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.31K- 12.83% |
$108K - $141K
|
15.7K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
168+ 4.36% |
$7.84K - $10.3K
|
4.02K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.31K+ 7.65% |
$154K - $202K
|
46.5K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 3.6% |
$980 - $1.28K
|
604
$42.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 17.62% |
$99.1K - $130K
|
9.92K
$695K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-18- 11.69% |
$840 - $1.1K
|
136
$9.53K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-31- 1.61% |
$1.45K - $1.89K
|
1.9K
$133K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.66K+ 10.33% |
$404K - $529K
|
92.5K
$6.48M
|