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 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
351New |
$21.2K - $24.9K
|
351
$25K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
260+ 6.16% |
$15.7K - $18.5K
|
4.48K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.5K- 28.26% |
$634K - $747K
|
26.7K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
685+ 0.46% |
$41.3K - $48.6K
|
151K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$179K - $211K
|
2.97K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 5.35% |
$7.29K - $8.59K
|
2.14K
$152K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-28- 0.75% |
$1.69K - $1.99K
|
3.72K
$265K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-221- 4.19% |
$13.3K - $15.7K
|
5.06K
$360K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.68K+ 4.57% |
$101K - $119K
|
38.4K
$2.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.27KNew |
$197K - $232K
|
3.27K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
66+ 0.71% |
$3.98K - $4.68K
|
9.41K
$670K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.4K+ 8.42% |
$84.3K - $99.2K
|
18K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
225+ 29.49% |
$13.6K - $16K
|
988
$70.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
422+ 10.2% |
$25.4K - $30K
|
4.56K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.87KNew |
$173K - $204K
|
2.87K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
131New |
$7.9K - $9.3K
|
131
$9.33K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.01KNew |
$181K - $214K
|
3.01K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.9K- 41.2% |
$295K - $348K
|
6.99K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 4.83% |
$2.11K - $2.48K
|
690
$49.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.39K- 4.95% |
$385K - $453K
|
123K
$8.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.19K- 8.26% |
$132K - $155K
|
24.3K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-27.5K- 27.64% |
$1.66M - $1.95M
|
72K
$5.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.46KNew |
$269K - $317K
|
4.46K
$318K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-171- 1.43% |
$10.3K - $12.1K
|
11.8K
$842K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-80- 29.09% |
$4.82K - $5.68K
|
195
$13.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.83KNew |
$171K - $201K
|
2.83K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.35K+ 166.33% |
$443K - $521K
|
11.8K
$838K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.29K- 18.0% |
$499K - $588K
|
37.7K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.12KNew |
$188K - $222K
|
3.12K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81+ 20.98% |
$4.88K - $5.75K
|
467
$33.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-322- 4.85% |
$19.4K - $22.9K
|
6.32K
$450K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-800- 13.82% |
$48.2K - $56.8K
|
4.99K
$355K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-11- 0.17% |
$663 - $781
|
6.45K
$459K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.25K+ 19.63% |
$75.3K - $88.7K
|
7.62K
$543K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-14- 0.11% |
$844 - $994
|
12.3K
$878K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.23K- 23.03% |
$195K - $229K
|
10.8K
$769K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
842+ 13.19% |
$50.7K - $59.8K
|
7.23K
$515K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
212+ 4.26% |
$12.8K - $15K
|
5.18K
$369K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-82- 0.35% |
$4.94K - $5.82K
|
23.3K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-114- 1.43% |
$6.87K - $8.09K
|
7.87K
$560K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
447New |
$26.9K - $31.7K
|
447
$31.8K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$2.05K - $2.41K
|
34
$2.42K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-708- 4.14% |
$42.7K - $50.3K
|
16.4K
$1.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.12KNew |
$248K - $292K
|
4.12K
$293K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-334- 16.94% |
$20.1K - $23.7K
|
1.64K
$117K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-1.58K- 2.59% |
$95K - $112K
|
59.3K
$4.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.99K+ 56.71% |
$421K - $496K
|
19.3K
$1.38M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-244- 0.95% |
$14.7K - $17.3K
|
25.4K
$1.81M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
50.2KNew |
$3.02M - $3.56M
|
50.2K
$3.57M
|
|