Latest Institutional Sells of Hsbc Holdings PLC (HSBC)
This list provides information on the latest institutional transactions involving Hsbc Holdings PLC (HSBC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-45.2K- 74.68% |
$1.98M - $2.24M
|
15.3K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27.3K- 91.57% |
$1.2M - $1.35M
|
2.51K
$135K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-14K- 2.01% |
$611K - $691K
|
678K
$36.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-12.3K- 13.13% |
$537K - $607K
|
81.1K
$4.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-11.9K- 7.82% |
$522K - $590K
|
140K
$7.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.9K- 21.76% |
$434K - $490K
|
35.6K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.16K- 46.8% |
$270K - $305K
|
7K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.54% |
$202K - $228K
|
125K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.41K- 11.89% |
$193K - $218K
|
32.7K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.51K- 14.09% |
$154K - $174K
|
21.4K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.23K- 35.82% |
$142K - $160K
|
5.8K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.14K- 8.24% |
$93.8K - $106K
|
23.9K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.13K- 3.17% |
$93.1K - $105K
|
64.8K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 4.46% |
$87.7K - $99K
|
42.9K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 99.95% |
$83.6K - $94.4K
|
1
$53.9
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.87K- 11.59% |
$81.8K - $92.4K
|
14.2K
$767K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.15% |
$74.6K - $84.2K
|
22.1K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.38K- 3.4% |
$60.4K - $68.2K
|
39.1K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.26K- 13.55% |
$55.1K - $62.3K
|
8.03K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-990- 8.49% |
$43.4K - $49K
|
10.7K
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-952- 6.31% |
$41.7K - $47.1K
|
14.1K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-852- 2.3% |
$37.3K - $42.2K
|
36.2K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-765- 4.08% |
$33.5K - $37.9K
|
18K
$968K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-738- 2.35% |
$32.3K - $36.5K
|
30.6K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-732- 6.7% |
$32.1K - $36.2K
|
10.2K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-685- 1.41% |
$30K - $33.9K
|
48K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-657- 5.08% |
$28.8K - $32.5K
|
12.3K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-648- 1.33% |
$28.4K - $32.1K
|
48.2K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-635- 24.49% |
$27.8K - $31.4K
|
1.96K
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-604- 3.08% |
$26.5K - $29.9K
|
19K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-603- 2.1% |
$26.4K - $29.9K
|
28.1K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-492- 37.27% |
$21.6K - $24.4K
|
828
$44.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-486- 0.75% |
$21.3K - $24.1K
|
64K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-412- 4.63% |
$18.1K - $20.4K
|
8.49K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-358- 6.43% |
$15.7K - $17.7K
|
5.21K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-312- 0.55% |
$13.7K - $15.4K
|
56.3K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-300- 15.79% |
$13.1K - $14.9K
|
1.6K
$86.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-261- 1.8% |
$11.4K - $12.9K
|
14.2K
$766K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-252- 81.55% |
$11K - $12.5K
|
57
$3.07K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-251- 3.18% |
$11K - $12.4K
|
7.65K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-238- 3.33% |
$10.4K - $11.8K
|
6.91K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-236- 1.7% |
$10.3K - $11.7K
|
13.6K
$734K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-226- 1.77% |
$9.91K - $11.2K
|
12.5K
$676K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-209- 1.1% |
$9.16K - $10.3K
|
18.7K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-207- 1.66% |
$9.07K - $10.2K
|
12.2K
$659K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 1.93% |
$7.58K - $8.57K
|
8.81K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-111- 0.85% |
$4.87K - $5.5K
|
13K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 0.3% |
$4.38K - $4.95K
|
33.1K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 12.5% |
$4.38K - $4.95K
|
700
$37.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 50.0% |
$3.94K - $4.46K
|
90
$4.85K
|