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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-40- 0.65% |
$1.87K - $2.44K
|
6.13K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.93KNew |
$230K - $301K
|
4.93K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 32.82% |
$184K - $241K
|
8.08K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
321New |
$15K - $19.6K
|
321
$22.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26New |
$1.21K - $1.59K
|
26
$1.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-150- 2.56% |
$7K - $9.16K
|
5.71K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
99+ 35.11% |
$4.62K - $6.05K
|
381
$27.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
826+ 5.39% |
$38.6K - $50.5K
|
16.2K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-67- 1.07% |
$3.13K - $4.09K
|
6.2K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.35KNew |
$156K - $204K
|
3.35K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 4.8% |
$1.12K - $1.47K
|
476
$33.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
13.5KNew |
$632K - $827K
|
13.5K
$965K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.2K+ 62.51% |
$56.1K - $73.4K
|
3.13K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.8KNew |
$178K - $232K
|
3.8K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.07K+ 44.87% |
$330K - $432K
|
22.8K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.74KNew |
$175K - $229K
|
3.74K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.18K+ 17.64% |
$195K - $256K
|
27.9K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
60+ 4.08% |
$2.8K - $3.67K
|
1.53K
$109K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
180New |
$8.4K - $11K
|
180
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.5KNew |
$1.05M - $1.38M
|
22.5K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-385- 63.74% |
$18K - $23.5K
|
219
$15.6K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
261+ 152.63% |
$12.2K - $15.9K
|
432
$30.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-78- 91.76% |
$3.64K - $4.77K
|
7
$499
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 35.71% |
$1.87K - $2.44K
|
152
$10.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.73K+ 50.73% |
$127K - $167K
|
8.11K
$578K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.29KNew |
$294K - $384K
|
6.29K
$448K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-497- 8.26% |
$23.2K - $30.4K
|
5.52K
$393K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 3.6% |
$980 - $1.28K
|
604
$43K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-18- 11.69% |
$840 - $1.1K
|
136
$9.69K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-31- 1.61% |
$1.45K - $1.89K
|
1.9K
$135K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$187 - $244
|
4
$285
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$4.67K - $6.11K
|
100
$7.12K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
929+ 2.14% |
$43.4K - $56.8K
|
44.2K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.07K+ 24.19% |
$143K - $187K
|
15.7K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.08K- 8.99% |
$50.5K - $66K
|
10.9K
$779K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
132+ 5.4% |
$6.16K - $8.06K
|
2.58K
$184K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
214New |
$9.99K - $13.1K
|
214
$15.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52- 38.24% |
$2.43K - $3.18K
|
84
$5.98K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
537New |
$25.1K - $32.8K
|
537
$38.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-52- 0.29% |
$2.43K - $3.18K
|
17.9K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.88K- 37.66% |
$228K - $298K
|
8.08K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64+ 188.24% |
$2.99K - $3.91K
|
98
$6.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 2.33% |
$46.7 - $61.1
|
44
$3.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.15K+ 27.15% |
$100K - $131K
|
10.1K
$717K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 10.68% |
$4.67K - $6.11K
|
1.04K
$73.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-200- 5.51% |
$9.34K - $12.2K
|
3.43K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16New |
$747 - $977
|
16
$1.14K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
511New |
$23.9K - $31.2K
|
511
$36.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.89K- 31.54% |
$88.4K - $116K
|
4.11K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
233New |
$10.9K - $14.2K
|
233
$16.6K
|
|