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 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
27.2K+ 140.37% |
$1.19M - $1.35M
|
46.6K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.13K- 3.17% |
$93.1K - $105K
|
64.8K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.16K+ 7.23% |
$50.8K - $57.4K
|
17.2K
$902K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.41K- 11.89% |
$193K - $218K
|
32.7K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-604- 3.08% |
$26.5K - $29.9K
|
19K
$998K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
170+ 2.35% |
$7.45K - $8.42K
|
7.39K
$387K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
210+ 58.17% |
$9.2K - $10.4K
|
571
$29.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-236- 1.7% |
$10.3K - $11.7K
|
13.6K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
157New |
$6.88K - $7.77K
|
157
$8.23K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-209- 1.1% |
$9.16K - $10.3K
|
18.7K
$981K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
284New |
$12.4K - $14.1K
|
284
$14.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 1.93% |
$7.58K - $8.57K
|
8.81K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27.3K- 91.57% |
$1.2M - $1.35M
|
2.51K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
155+ 1.52% |
$6.79K - $7.67K
|
10.4K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
272+ 0.77% |
$11.9K - $13.5K
|
35.7K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
163New |
$7.14K - $8.07K
|
163
$8.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.11KNew |
$180K - $203K
|
4.11K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
659+ 56.91% |
$28.9K - $32.6K
|
1.82K
$95.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
168New |
$7.36K - $8.32K
|
168
$8.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
93+ 6.8% |
$4.08K - $4.6K
|
1.46K
$76.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
483+ 15.82% |
$21.2K - $23.9K
|
3.54K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-300- 15.79% |
$13.1K - $14.9K
|
1.6K
$83.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.59% |
$1.58K - $1.78K
|
2.31K
$121K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.48KNew |
$64.9K - $73.3K
|
1.48K
$77.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56+ 27.45% |
$2.45K - $2.77K
|
260
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
518+ 3.65% |
$22.7K - $25.6K
|
14.7K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.86KNew |
$213K - $241K
|
4.86K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.63KNew |
$203K - $229K
|
4.63K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.75KNew |
$208K - $235K
|
4.75K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
812+ 7.05% |
$35.6K - $40.2K
|
12.3K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.71K+ 14.8% |
$119K - $134K
|
21.1K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.33% |
$43.8 - $49.5
|
76
$3.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115New |
$5.04K - $5.69K
|
115
$6.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.63K+ 97.81% |
$115K - $130K
|
5.33K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
14.2KNew |
$621K - $701K
|
14.2K
$743K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
13.4KNew |
$589K - $665K
|
13.4K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$745 - $842
|
17
$891
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.14% |
$219 - $248
|
443
$23.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.14K+ 44.4% |
$225K - $254K
|
16.7K
$876K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 4.46% |
$87.7K - $99K
|
42.9K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.51K- 14.09% |
$154K - $174K
|
21.4K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
17K+ 5.64% |
$746K - $842K
|
319K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
479+ 7.11% |
$21K - $23.7K
|
7.22K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-492- 37.27% |
$21.6K - $24.4K
|
828
$43.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.54K+ 14.36% |
$155K - $175K
|
28.1K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4.85KNew |
$213K - $240K
|
4.85K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
789+ 8.24% |
$34.6K - $39.1K
|
10.4K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-765- 4.08% |
$33.5K - $37.9K
|
18K
$942K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
200+ 200.0% |
$8.77K - $9.9K
|
300
$15.7K
|