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 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-170- 1.14% |
$6.31K - $7.04K
|
14.8K
$917K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83- 43.46% |
$3.08K - $3.44K
|
108
$6.7K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-44- 11.61% |
$1.63K - $1.82K
|
335
$20.8K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 5.08% |
$111 - $124
|
56
$3.48K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.72% |
$37.1 - $41.4
|
57
$3.54K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-61.2K- 9.12% |
$2.21M - $2.5M
|
610K
$37.9M
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-41.7K- 88.55% |
$1.5M - $1.7M
|
5.39K
$335K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-26.3K- 66.29% |
$947K - $1.07M
|
13.4K
$830K
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21.3K- 65.81% |
$766K - $868K
|
11K
$686K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.8K- 61.19% |
$568K - $644K
|
10K
$621K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.54K- 18.97% |
$235K - $267K
|
27.9K
$1.73M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.12K- 20.66% |
$221K - $250K
|
23.5K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.98K- 31.15% |
$215K - $244K
|
13.2K
$820K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.47K- 35.75% |
$88.8K - $101K
|
4.43K
$275K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 21.7% |
$52.1K - $59K
|
5.22K
$324K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-965- 94.98% |
$34.8K - $39.4K
|
51
$3.17K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-245- 4.52% |
$8.82K - $10K
|
5.18K
$322K
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 1.77% |
$3.6K - $4.08K
|
5.54K
$344K
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-79- 0.39% |
$2.85K - $3.23K
|
20.1K
$1.25M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 15.42% |
$1.19K - $1.35K
|
181
$11.2K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.34K- 30.77% |
$86.3K - $98.8K
|
5.26K
$327K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.34K- 14.85% |
$49.5K - $56.6K
|
7.7K
$478K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-58Closed |
$2.14K - $2.45K
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.09% |
$36.9 - $42.2
|
1.13K
$70.1K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Sal Trading, LLC
Wilmington, DE |
SELL
|
PUT |
-84.9K- 76.01% |
$2.94M - $3.36M
|
26.8K
$1.66M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-49.8K- 99.6% |
$1.73M - $1.97M
|
200
$12.4K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.4K- 28.12% |
$359K - $410K
|
26.5K
$1.64M
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.44K- 4.52% |
$119K - $136K
|
72.7K
$4.51M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.22K- 28.18% |
$76.9K - $87.9K
|
5.65K
$351K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-308- 3.38% |
$10.7K - $12.2K
|
8.79K
$546K
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-254- 2.42% |
$8.8K - $10.1K
|
10.2K
$636K
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-97- 0.09% |
$3.36K - $3.84K
|
112K
$6.94M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-47- 5.47% |
$1.63K - $1.86K
|
813
$50.5K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-611K- 85.01% |
$19.3M - $23.9M
|
108K
$6.69M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-14.5K- 32.58% |
$459K - $566K
|
30K
$1.86M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-13.9K- 36.19% |
$440K - $543K
|
24.5K
$1.52M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.5K- 30.96% |
$142K - $176K
|
10K
$623K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3.72K- 78.82% |
$118K - $145K
|
1K
$62.1K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.47K- 99.93% |
$46.6K - $57.5K
|
1
$62.1
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-75Closed |
$2.37K - $2.93K
|
0
$0
|
|
Q4 2022 | |||||||
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-16.7K- 78.76% |
$417K - $522K
|
4.52K
$280K
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 33.33% |
$249K - $312K
|
20K
$1.24M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-9.2K- 35.94% |
$229K - $287K
|
16.4K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-5.97K- 26.07% |
$149K - $186K
|
16.9K
$1.05M
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
PUT |
-400- 3.6% |
$9.96K - $12.5K
|
10.7K
$664K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-259- 55.46% |
$6.45K - $8.08K
|
208
$12.9K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 26.32% |
$996 - $1.25K
|
112
$6.95K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-49.9KClosed |
$315K - $1.67M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-42.5KClosed |
$268K - $1.42M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-550- 1.52% |
$3.47K - $18.4K
|
35.7K
$2.22M
|