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 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$2.71K - $3.19K
|
45
$3.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.54K+ 5.67% |
$454K - $535K
|
140K
$10M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.14K+ 10.04% |
$68.5K - $80.7K
|
12.5K
$887K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-633- 2.65% |
$38.2K - $44.9K
|
23.2K
$1.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-168K- 42.75% |
$10.1M - $11.9M
|
225K
$16M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
61.4KNew |
$3.7M - $4.36M
|
61.4K
$4.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.38K- 1.48% |
$203K - $240K
|
225K
$16M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.3K- 46.54% |
$1.34M - $1.58M
|
25.6K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
715+ 17.9% |
$43.1K - $50.8K
|
4.71K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
79+ 6.44% |
$4.76K - $5.61K
|
1.31K
$93K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
977+ 210.56% |
$58.9K - $69.3K
|
1.44K
$103K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
424+ 8.89% |
$25.6K - $30.1K
|
5.19K
$370K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.18K+ 8.64% |
$131K - $155K
|
27.4K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.56KNew |
$335K - $395K
|
5.56K
$396K
|
|
|
Oct 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-2.71K- 19.07% |
$163K - $192K
|
11.5K
$818K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-199- 1.42% |
$12K - $14.1K
|
13.8K
$983K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
3.86K+ 1.3% |
$232K - $274K
|
300K
$21.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 3.61% |
$62.4K - $73.5K
|
29.7K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-56Closed |
$3.38K - $3.97K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 12.37% |
$265K - $312K
|
39.9K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.96K+ 36.02% |
$179K - $210K
|
11.2K
$797K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.22% |
$603 - $710
|
830
$59.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-562- 15.29% |
$33.9K - $39.9K
|
3.11K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-684- 11.87% |
$41.2K - $48.6K
|
5.08K
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.48KNew |
$209K - $247K
|
3.48K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
160New |
$9.64K - $11.4K
|
160
$11.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.06K+ 18.69% |
$64.1K - $75.5K
|
6.76K
$481K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.7K- 53.27% |
$1.67M - $1.97M
|
24.3K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.53K- 37.46% |
$152K - $180K
|
4.22K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-71- 78.89% |
$4.28K - $5.04K
|
19
$1.35K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-650- 6.64% |
$39.2K - $46.1K
|
9.14K
$651K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.25K+ 18.44% |
$196K - $231K
|
20.9K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25+ 0.21% |
$1.51K - $1.77K
|
11.9K
$845K
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-6.21K- 3.69% |
$374K - $441K
|
162K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.33K+ 9.45% |
$562K - $662K
|
108K
$7.69M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
780New |
$47K - $55.4K
|
780
$55.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.8KNew |
$289K - $341K
|
4.8K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-313- 1.89% |
$18.9K - $22.2K
|
16.2K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 0.21% |
$7.65K - $9.01K
|
59.2K
$4.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 18.02% |
$88.8K - $105K
|
9.65K
$687K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
3KNew |
$181K - $213K
|
3K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
72.4KNew |
$4.37M - $5.14M
|
72.4K
$5.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.84K- 13.26% |
$111K - $131K
|
12K
$857K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
39+ 0.33% |
$2.35K - $2.77K
|
11.9K
$850K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 8.86% |
$72K - $84.8K
|
14.7K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.7K- 1.57% |
$102K - $121K
|
106K
$7.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49+ 0.31% |
$2.95K - $3.48K
|
15.9K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-223- 1.0% |
$13.4K - $15.8K
|
22.1K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
151New |
$9.1K - $10.7K
|
151
$10.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.21K+ 2580.85% |
$73.1K - $86.1K
|
1.26K
$89.7K
|
|