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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
292+ 51.05% |
$14.2K - $18K
|
864
$53.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-105- 2.19% |
$5.11K - $6.47K
|
4.69K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
191New |
$9.3K - $11.8K
|
191
$11.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
970+ 1.77% |
$47.2K - $59.7K
|
55.8K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.08K+ 7.59% |
$52.5K - $66.4K
|
15.3K
$950K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
400New |
$19.5K - $24.6K
|
400
$24.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
750New |
$36.5K - $46.2K
|
750
$46.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.52KNew |
$172K - $217K
|
3.52K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
959+ 8.9% |
$46.7K - $59.1K
|
11.7K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43New |
$2.09K - $2.65K
|
43
$2.67K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
45.5KNew |
$2.22M - $2.8M
|
45.5K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
67+ 1.21% |
$3.26K - $4.13K
|
5.61K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 30.64% |
$493K - $624K
|
43.2K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 47.41% |
$2.68K - $3.39K
|
61
$3.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.13K+ 20.16% |
$103K - $131K
|
12.7K
$786K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.09K- 35.71% |
$248K - $313K
|
9.16K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
150New |
$7.3K - $9.24K
|
150
$9.31K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
44.3K+ 23.57% |
$2.16M - $2.73M
|
232K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192+ 7.64% |
$9.35K - $11.8K
|
2.71K
$168K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34New |
$1.66K - $2.09K
|
34
$2.11K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
154+ 7700.0% |
$7.5K - $9.48K
|
156
$9.68K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.29K+ 30.82% |
$160K - $202K
|
13.9K
$866K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.81KNew |
$186K - $235K
|
3.81K
$237K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-304- 6.2% |
$14.8K - $18.7K
|
4.6K
$286K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.63KNew |
$177K - $224K
|
3.63K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 63.86% |
$2.58K - $3.26K
|
136
$8.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
54+ 0.56% |
$2.63K - $3.33K
|
9.67K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.9KNew |
$190K - $240K
|
3.9K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 32.5% |
$633 - $801
|
27
$1.68K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-298- 3.25% |
$14.5K - $18.4K
|
8.86K
$550K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 23.42% |
$558K - $706K
|
60.4K
$3.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
153+ 65.67% |
$7.45K - $9.42K
|
386
$24K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.53K+ 27.26% |
$172K - $217K
|
16.5K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.4KNew |
$1.77M - $2.24M
|
36.4K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19.6K+ 5.65% |
$953K - $1.21M
|
366K
$22.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$292 - $369
|
6
$372
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-18- 20.69% |
$876 - $1.11K
|
69
$4.28K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-17.1K- 13.66% |
$832K - $1.05M
|
108K
$6.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.31K- 2.35% |
$161K - $204K
|
138K
$8.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.19K- 74.14% |
$253K - $319K
|
1.81K
$112K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.42KNew |
$215K - $272K
|
4.42K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
205New |
$9.98K - $12.6K
|
205
$12.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-915- 3.21% |
$44.5K - $56.3K
|
27.6K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.38KNew |
$262K - $331K
|
5.38K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85New |
$4.14K - $5.23K
|
85
$5.28K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 2.15% |
$1.41K - $1.79K
|
1.38K
$85.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-359- 5.2% |
$17.5K - $22.1K
|
6.55K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.37K- 19.76% |
$213K - $269K
|
17.7K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-95- 6.27% |
$4.62K - $5.85K
|
1.42K
$88.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.06K+ 9.36% |
$149K - $188K
|
35.7K
$2.22M
|