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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
158New |
$6.21K - $7.17K
|
158
$7.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.04K- 76.02% |
$80.1K - $92.5K
|
643
$31.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.6K- 1.96% |
$102K - $118K
|
130K
$6.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 410.06% |
$57.7K - $66.6K
|
1.83K
$88.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
11.6KNew |
$456K - $527K
|
11.6K
$564K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-12.1K- 72.2% |
$477K - $551K
|
4.68K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$1.97K - $2.27K
|
50
$2.43K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 33.06% |
$1.61K - $1.86K
|
83
$4.04K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.61K+ 20.27% |
$63.4K - $73.2K
|
9.57K
$466K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-135- 8.36% |
$5.31K - $6.13K
|
1.48K
$72K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
49+ 0.81% |
$1.93K - $2.22K
|
6.12K
$298K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
70New |
$2.75K - $3.18K
|
70
$3.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
63+ 7.37% |
$2.48K - $2.86K
|
918
$44.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 48.08% |
$1.97K - $2.27K
|
154
$7.49K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
33New |
$1.3K - $1.5K
|
33
$1.61K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14.7KNew |
$544K - $607K
|
14.7K
$713K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.72% |
$37.1 - $41.4
|
57
$2.77K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
92+ 43.6% |
$3.42K - $3.81K
|
303
$14.7K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-10KClosed |
$372K - $415K
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96KNew |
$258K - $288K
|
6.96K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35- 0.56% |
$1.3K - $1.45K
|
6.17K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 20.47% |
$91.7K - $102K
|
14.5K
$707K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-170- 1.14% |
$6.31K - $7.04K
|
14.8K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
62.9KNew |
$2.34M - $2.61M
|
62.9K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-9.1K- 41.74% |
$338K - $377K
|
12.7K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.79KNew |
$178K - $198K
|
4.79K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
99New |
$3.68K - $4.1K
|
99
$4.82K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 43.46% |
$3.08K - $3.44K
|
108
$5.25K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
76New |
$2.82K - $3.15K
|
76
$3.7K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
13.1KNew |
$487K - $543K
|
13.1K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-157K- 84.76% |
$5.82M - $6.5M
|
28.2K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
44.7KNew |
$1.66M - $1.85M
|
44.7K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.85K- 21.95% |
$106K - $118K
|
10.1K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 69.19% |
$543K - $606K
|
6.51K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
6.38KNew |
$237K - $264K
|
6.38K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
139New |
$5.16K - $5.76K
|
139
$6.76K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.5K- 54.29% |
$391K - $436K
|
8.87K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13New |
$483 - $539
|
13
$632
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$9.28K - $10.4K
|
250
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.55KNew |
$206K - $230K
|
5.55K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
17K+ 56.67% |
$631K - $704K
|
47K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-516- 2.69% |
$19.2K - $21.4K
|
18.6K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-54K- 86.17% |
$2M - $2.24M
|
8.67K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$1.89K - $2.11K
|
51
$2.48K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-227- 3.96% |
$8.43K - $9.4K
|
5.5K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.93K- 13.07% |
$146K - $163K
|
26.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$3.71K - $4.14K
|
100
$4.86K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
133New |
$4.94K - $5.51K
|
133
$6.47K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-59K- 90.49% |
$2.19M - $2.45M
|
6.21K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.97KNew |
$147K - $164K
|
3.97K
$193K
|
|