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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81+ 20.98% |
$4.88K - $5.75K
|
467
$33.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-800- 13.82% |
$48.2K - $56.8K
|
4.99K
$355K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-11- 0.17% |
$663 - $781
|
6.45K
$459K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-14- 0.11% |
$844 - $994
|
12.3K
$878K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.23K- 23.03% |
$195K - $229K
|
10.8K
$769K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$2.05K - $2.41K
|
34
$2.42K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-708- 4.14% |
$42.7K - $50.3K
|
16.4K
$1.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.12KNew |
$248K - $292K
|
4.12K
$293K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-244- 0.95% |
$14.7K - $17.3K
|
25.4K
$1.81M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
50.2KNew |
$3.02M - $3.56M
|
50.2K
$3.57M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
205K+ 19.6% |
$9.58M - $12.5M
|
1.25M
$89.2M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-528- 49.91% |
$24.6K - $32.3K
|
530
$37.7K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
100New |
$4.67K - $6.11K
|
100
$7.12K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-209K- 86.2% |
$9.77M - $12.8M
|
33.5K
$2.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-42.1K- 50.0% |
$1.97M - $2.57M
|
42.1K
$3M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.71KNew |
$127K - $166K
|
2.71K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
85+ 257.58% |
$3.97K - $5.19K
|
118
$8.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 6.02% |
$63K - $82.4K
|
23.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$51.4K - $67.3K
|
1.1K
$78.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
923+ 13.59% |
$43.1K - $56.4K
|
7.72K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
69KNew |
$3.22M - $4.22M
|
69K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.96KNew |
$232K - $303K
|
4.96K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.04K- 9.37% |
$48.6K - $63.7K
|
10.1K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
2.08K+ 20.55% |
$97.1K - $127K
|
12.2K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
77.1K+ 579.02% |
$3.6M - $4.71M
|
90.4K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
7.1KNew |
$331K - $434K
|
7.1K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
42New |
$1.96K - $2.57K
|
42
$2.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-298- 5.46% |
$13.9K - $18.2K
|
5.16K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
66New |
$3.08K - $4.03K
|
66
$4.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.79KNew |
$224K - $293K
|
4.79K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-85- 14.51% |
$3.97K - $5.19K
|
501
$35.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-174K- 96.02% |
$8.15M - $10.7M
|
7.23K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
24.3KNew |
$1.13M - $1.48M
|
24.3K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.01K+ 54.8% |
$140K - $184K
|
8.49K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
8.54KNew |
$399K - $522K
|
8.54K
$609K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.13KNew |
$426K - $558K
|
9.13K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1New |
$46.7 - $61.1
|
1
$71.2
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
600+ 13.56% |
$28K - $36.7K
|
5.02K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
13New |
$607 - $794
|
13
$926
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.63KNew |
$169K - $222K
|
3.63K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 2.47% |
$93.4 - $122
|
83
$5.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.55KNew |
$166K - $217K
|
3.55K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.09KNew |
$50.7K - $66.3K
|
1.09K
$77.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100New |
$4.67K - $6.11K
|
100
$7.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.26KNew |
$199K - $260K
|
4.26K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
625+ 3.53% |
$29.2K - $38.2K
|
18.3K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-700- 77.78% |
$32.7K - $42.8K
|
200
$14.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
12.8KNew |
$600K - $785K
|
12.8K
$915K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
21+ 1.16% |
$980 - $1.28K
|
1.84K
$131K
|
|