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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-292- 6.89% |
$14.2K - $18K
|
3.95K
$245K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-273- 0.7% |
$13.3K - $16.8K
|
38.7K
$2.4M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-241- 2.97% |
$11.7K - $14.8K
|
7.88K
$489K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-240- 1.78% |
$11.7K - $14.8K
|
13.3K
$823K
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-218- 4.2% |
$10.6K - $13.4K
|
4.97K
$309K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-206- 1.47% |
$10K - $12.7K
|
13.8K
$858K
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-205- 0.73% |
$9.98K - $12.6K
|
27.9K
$1.73M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-204- 3.44% |
$9.93K - $12.6K
|
5.73K
$355K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-203- 0.56% |
$9.88K - $12.5K
|
36K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-203- 3.06% |
$9.88K - $12.5K
|
6.43K
$399K
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-192- 1.11% |
$9.35K - $11.8K
|
17.1K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-167- 3.53% |
$8.13K - $10.3K
|
4.56K
$283K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 5.61% |
$7.3K - $9.24K
|
2.53K
$157K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-145- 2.1% |
$7.06K - $8.93K
|
6.75K
$419K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-130- 1.06% |
$6.33K - $8.01K
|
12.1K
$754K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 50.0% |
$5.6K - $7.08K
|
115
$7.14K
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-105- 1.29% |
$5.11K - $6.47K
|
8.05K
$499K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-105- 2.19% |
$5.11K - $6.47K
|
4.69K
$291K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 33.33% |
$4.87K - $6.16K
|
200
$12.4K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-95- 6.27% |
$4.62K - $5.85K
|
1.42K
$88.1K
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-90- 4.26% |
$4.38K - $5.54K
|
2.02K
$126K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-67- 22.11% |
$3.26K - $4.13K
|
236
$14.6K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59- 1.27% |
$2.87K - $3.63K
|
4.6K
$286K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 47.41% |
$2.68K - $3.39K
|
61
$3.79K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-50- 65.79% |
$2.43K - $3.08K
|
26
$1.61K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43- 0.78% |
$2.09K - $2.65K
|
5.49K
$341K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 29.46% |
$1.85K - $2.34K
|
91
$5.65K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 7.37% |
$1.61K - $2.03K
|
415
$25.8K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 12.12% |
$1.36K - $1.72K
|
203
$12.6K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-23- 3.8% |
$1.12K - $1.42K
|
583
$36.2K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-18- 20.69% |
$876 - $1.11K
|
69
$4.28K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 32.5% |
$633 - $801
|
27
$1.68K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 7.53% |
$535 - $677
|
135
$8.38K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-10- 0.68% |
$487 - $616
|
1.47K
$91.3K
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-45.2K- 74.68% |
$1.98M - $2.24M
|
15.3K
$952K
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-29.2K- 54.92% |
$1.28M - $1.45M
|
24K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-4.21KClosed |
$185K - $208K
|
0
$0
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 4.46% |
$87.7K - $99K
|
42.9K
$2.66M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.44K- 15.31% |
$63.2K - $71.3K
|
7.97K
$495K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-765- 4.08% |
$33.5K - $37.9K
|
18K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-664- 13.41% |
$29.1K - $32.9K
|
4.29K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-500- 2.25% |
$21.9K - $24.8K
|
21.7K
$1.35M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-412- 4.63% |
$18.1K - $20.4K
|
8.49K
$527K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-358- 3.42% |
$15.7K - $17.7K
|
10.1K
$627K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-300- 5.08% |
$13.1K - $14.9K
|
5.6K
$348K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-300- 15.79% |
$13.1K - $14.9K
|
1.6K
$99.3K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-252- 81.55% |
$11K - $12.5K
|
57
$3.54K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 1.93% |
$7.58K - $8.57K
|
8.81K
$547K
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-149- 2.48% |
$6.53K - $7.38K
|
5.86K
$364K
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-114- 35.85% |
$5K - $5.64K
|
204
$12.7K
|