Latest Institutional Purchases of Hsbc Holdings PLC (HSBC)
This list provides information on the latest institutional transactions involving Hsbc Holdings PLC (HSBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6.85KNew |
$179K - $210K
|
6.85K
$329K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
335New |
$8.74K - $10.3K
|
335
$16.1K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31New |
$809 - $952
|
31
$1.49K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$52.2 - $61.4
|
2
$96
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$52.2 - $61.4
|
2
$96
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.5KNew |
$135K - $160K
|
5.5K
$264K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
273New |
$6.7K - $7.97K
|
273
$13.1K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$4.91K - $5.84K
|
200
$9.6K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
125New |
$3.07K - $3.65K
|
125
$6K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 217.39% |
$2.45K - $2.92K
|
146
$7.01K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
107KNew |
$3.08M - $3.48M
|
107K
$5.16M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
19.4KNew |
$554K - $627K
|
19.4K
$930K
|
|
Q1 2021 | |||||||
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
23KNew |
$592K - $723K
|
23K
$1.1M
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
9.42KNew |
$242K - $296K
|
9.42K
$452K
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1KNew |
$25.7K - $31.4K
|
1K
$48K
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
39New |
$1K - $1.23K
|
39
$1.87K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
10KNew |
$192K - $284K
|
10K
$480K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.08KNew |
$20.8K - $30.7K
|
1.08K
$51.9K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
131New |
$2.52K - $3.72K
|
131
$6.29K
|
|
Q3 2020 | |||||||
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
25K+ 17.62% |
$453K - $641K
|
167K
$8.02M
|
|
Nov 12, 2020
Q3 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$297K - $421K
|
16.4K
$789K
|
|
Oct 30, 2020
Q3 2020
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1KNew |
$18.1K - $25.6K
|
1K
$48K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
47New |
$851 - $1.21K
|
47
$2.26K
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
25New |
$453 - $641
|
25
$1.2K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
487KNew |
$11.2M - $13.1M
|
487K
$23.4M
|
|
Aug 14, 2020
Q2 2020
|
Maplelane Capital, LLC
New York, NY |
BUY
|
PUT |
120K+ 6.56% |
$2.76M - $3.22M
|
1.95M
$93.6M
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.62KNew |
$152K - $178K
|
6.62K
$318K
|
|
Jul 15, 2020
Q2 2020
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.89KNew |
$43.3K - $50.6K
|
1.89K
$90.5K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
338+ 19.04% |
$7.76K - $9.08K
|
2.11K
$101K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
335K+ 2123.16% |
$9.39M - $13.2M
|
351K
$16.9M
|
|
May 14, 2020
Q1 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
236KNew |
$6.62M - $9.31M
|
236K
$11.4M
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
2KNew |
$56K - $78.7K
|
2K
$96K
|
|
May 11, 2020
Q1 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
64New |
$1.79K - $2.52K
|
64
$3.07K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
998New |
$36.3K - $39.4K
|
998
$47.9K
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
961New |
$34.9K - $38K
|
961
$46.1K
|
|
Q3 2019 | |||||||
Oct 31, 2019
Q3 2019
|
American Research & Management Co.
|
BUY
|
- |
150New |
$5.33K - $6.32K
|
150
$7.2K
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
70New |
$2.49K - $2.95K
|
70
$3.36K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Boston Partners
Boston, MA |
BUY
|
- |
3.17KNew |
$129K - $142K
|
3.17K
$152K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
50.2KNew |
$1.94M - $2.22M
|
50.2K
$2.41M
|
|
Mar 04, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.2K+ 1275.82% |
$1.28M - $1.47M
|
35.8K
$1.72M
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.4KNew |
$285K - $327K
|
7.4K
$355K
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
80New |
$3.09K - $3.54K
|
80
$3.84K
|
|
Q2 2018 | |||||||
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
216+ 2.17% |
$10.1K - $10.9K
|
10.2K
$489K
|
|
Q1 2018 | |||||||
Apr 17, 2018
Q1 2018
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.28KNew |
$202K - $238K
|
4.28K
$205K
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
324+ 13.21% |
$15.3K - $18K
|
2.78K
$133K
|
|
Feb 13, 2024
Q1 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
254New |
$12K - $14.1K
|
254
$12.2K
|
|
May 03, 2018
Q1 2018
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
235New |
$11.1K - $13.1K
|
235
$11.3K
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
224KNew |
$10.8M - $11.6M
|
224K
$10.8M
|
|
Q3 2017 | |||||||
Nov 08, 2017
Q3 2017
|
Karpas Strategies, LLC
|
BUY
|
- |
27.2KNew |
$1.28M - $1.38M
|
27.2K
$1.31M
|
|
Nov 13, 2017
Q3 2017
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
907New |
$42.8K - $46.1K
|
907
$43.6K
|