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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-45- 0.61% |
$2.96K - $3.31K
|
7.31K
$521K
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-4.68K- 6.5% |
$307K - $344K
|
67.3K
$4.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.4KNew |
$223K - $250K
|
3.4K
$242K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-380- 12.14% |
$25K - $27.9K
|
2.75K
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
37+ 4.46% |
$2.43K - $2.72K
|
867
$61.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.87K+ 65.07% |
$123K - $137K
|
4.74K
$338K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
817+ 3.91% |
$53.7K - $60K
|
21.7K
$1.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1K+ 256.74% |
$72.5K - $81.1K
|
1.53K
$109K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
37New |
$2.43K - $2.72K
|
37
$2.64K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.02K+ 39.62% |
$198K - $222K
|
10.6K
$757K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
146+ 2.31% |
$9.59K - $10.7K
|
6.47K
$461K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-140- 2.7% |
$9.19K - $10.3K
|
5.04K
$359K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-278- 2.35% |
$18.3K - $20.4K
|
11.5K
$822K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44+ 169.23% |
$2.89K - $3.23K
|
70
$4.99K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
108+ 2.31% |
$7.09K - $7.94K
|
4.78K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.78K+ 21.71% |
$117K - $131K
|
9.96K
$709K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 5.36% |
$135K - $151K
|
40.4K
$2.88M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
381+ 12.71% |
$25K - $28K
|
3.38K
$241K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
142K+ 4566.3% |
$9.33M - $10.4M
|
145K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
292+ 0.49% |
$19.2K - $21.5K
|
59.6K
$4.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
397+ 5.05% |
$26.1K - $29.2K
|
8.26K
$588K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.44K+ 28.79% |
$555K - $621K
|
37.8K
$2.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.62K+ 34.77% |
$172K - $193K
|
10.2K
$724K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-48- 2.93% |
$3.15K - $3.53K
|
1.59K
$113K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.25K+ 42.69% |
$541K - $606K
|
27.6K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.38K+ 10.01% |
$90.8K - $102K
|
15.2K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.05% |
$328 - $367
|
10.1K
$720K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$175K - $195K
|
2.66K
$189K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-371- 7.34% |
$24.4K - $27.3K
|
4.69K
$334K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.74KNew |
$508K - $569K
|
7.74K
$551K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-153- 2.12% |
$10K - $11.2K
|
7.07K
$504K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.17K+ 5.34% |
$76.8K - $86K
|
23.1K
$1.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-28- 6.26% |
$1.84K - $2.06K
|
419
$29.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
99+ 3.04% |
$6.5K - $7.28K
|
3.35K
$239K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.35K+ 10.72% |
$88.5K - $99.1K
|
13.9K
$992K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.9K+ 47.48% |
$416K - $490K
|
21.4K
$1.53M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
41+ 12.69% |
$2.47K - $2.91K
|
364
$25.9K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8+ 0.11% |
$482 - $568
|
7.5K
$534K
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$12.1K - $14.2K
|
200
$14.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-324- 9.31% |
$19.5K - $23K
|
3.16K
$225K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
967+ 17.94% |
$58.3K - $68.6K
|
6.36K
$453K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-463- 10.6% |
$27.9K - $32.9K
|
3.9K
$278K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 14.29% |
$1.63K - $1.92K
|
162
$11.5K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.82K+ 110.72% |
$110K - $129K
|
3.46K
$246K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
253+ 6.09% |
$15.2K - $18K
|
4.41K
$314K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.85KNew |
$172K - $202K
|
2.85K
$203K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-901- 82.51% |
$54.3K - $64K
|
191
$13.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-30- 0.1% |
$1.81K - $2.13K
|
28.8K
$2.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8K+ 50.35% |
$712K - $838K
|
35.3K
$2.51M
|
|