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 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.91KNew |
$190K - $241K
|
3.91K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
99+ 137.5% |
$4.82K - $6.1K
|
171
$10.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
222New |
$10.8K - $13.7K
|
222
$13.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-550K- 98.26% |
$26.8M - $33.8M
|
9.74K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 1.64% |
$682 - $862
|
868
$53.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.86KNew |
$237K - $299K
|
4.86K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
179KNew |
$8.72M - $11M
|
179K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 172200.0% |
$83.8K - $106K
|
1.72K
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.13K+ 69.67% |
$201K - $255K
|
10.1K
$625K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-23- 3.8% |
$1.12K - $1.42K
|
583
$36.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
57+ 8.33% |
$2.77K - $3.51K
|
741
$46K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-300- 3.01% |
$14.6K - $18.5K
|
9.67K
$600K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
30New |
$1.46K - $1.85K
|
30
$1.86K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-589- 9.61% |
$28.7K - $36.3K
|
5.54K
$344K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-410- 3.15% |
$20K - $25.2K
|
12.6K
$782K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 12.64% |
$5.11K - $6.47K
|
936
$58.1K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.44K- 15.31% |
$63.2K - $71.3K
|
7.97K
$495K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.85K+ 32.76% |
$344K - $389K
|
31.8K
$1.97M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.44K+ 4.2% |
$63.1K - $71.3K
|
35.7K
$2.22M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
93New |
$4.08K - $4.6K
|
93
$5.77K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$657 - $743
|
15
$931
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$438 - $495
|
10
$621
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
98New |
$4.3K - $4.85K
|
98
$6.08K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-50- 59.52% |
$2.19K - $2.48K
|
34
$2.11K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.64KNew |
$71.9K - $81.2K
|
1.64K
$102K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
270+ 1.35% |
$11.8K - $13.4K
|
20.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-69- 29.74% |
$3.02K - $3.42K
|
163
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.95KNew |
$85.5K - $96.5K
|
1.95K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
87+ 0.14% |
$3.81K - $4.31K
|
61.2K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50+ 9.78% |
$2.19K - $2.48K
|
561
$34.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-149- 2.48% |
$6.53K - $7.38K
|
5.86K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.03M - $1.16M
|
23.4K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-358- 3.42% |
$15.7K - $17.7K
|
10.1K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-500- 2.25% |
$21.9K - $24.8K
|
21.7K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
$969K - $1.09M
|
22.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
20.3KNew |
$890K - $1.01M
|
20.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.55KNew |
$331K - $374K
|
7.55K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
121New |
$5.3K - $5.99K
|
121
$7.51K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
493New |
$21.6K - $24.4K
|
493
$30.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$587K - $663K
|
13.4K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-300- 5.08% |
$13.1K - $14.9K
|
5.6K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.35KNew |
$191K - $215K
|
4.35K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.5K+ 61.62% |
$724K - $818K
|
43.3K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 227.27% |
$4.38K - $4.95K
|
144
$8.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4.08KNew |
$179K - $202K
|
4.08K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
100+ 227.27% |
$4.38K - $4.95K
|
144
$8.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
7.92KNew |
$347K - $392K
|
7.92K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-4.21KClosed |
$185K - $208K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 4.08% |
$87.7 - $99
|
51
$3.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
5.6KNew |
$245K - $277K
|
5.6K
$348K
|
|