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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 15.42% |
$1.19K - $1.35K
|
181
$9.61K
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11.8K+ 72.94% |
$424K - $481K
|
27.9K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-965- 94.98% |
$34.8K - $39.4K
|
51
$2.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-266- 0.98% |
$9.58K - $10.9K
|
26.8K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-109- 1.53% |
$3.93K - $4.45K
|
7.02K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-695- 0.68% |
$25K - $28.4K
|
102K
$5.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-41.7K- 88.55% |
$1.5M - $1.7M
|
5.39K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.09KNew |
$183K - $208K
|
5.09K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$36 - $40.8
|
9.57K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
217New |
$7.82K - $8.86K
|
217
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-21.3K- 65.81% |
$766K - $868K
|
11K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.12K- 20.66% |
$221K - $250K
|
23.5K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 75.76% |
$1.8K - $2.04K
|
116
$6.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.38KNew |
$302K - $342K
|
8.38K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34New |
$1.22K - $1.39K
|
34
$1.81K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
675+ 11.74% |
$24.3K - $27.6K
|
6.42K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 21.7% |
$52.1K - $59K
|
5.22K
$277K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$901 - $1.02K
|
25
$1.33K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
189New |
$6.81K - $7.72K
|
189
$10K
|
|
| Q3 2023 | |||||||
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-112- 52.83% |
$4.13K - $4.73K
|
100
$5.31K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-58Closed |
$2.14K - $2.45K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
335New |
$12.4K - $14.1K
|
335
$17.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.8KNew |
$436K - $499K
|
11.8K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.63K+ 31.82% |
$60K - $68.6K
|
6.74K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
2.5KNew |
$92.2K - $106K
|
2.5K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.96KNew |
$294K - $336K
|
7.96K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
539New |
$19.9K - $22.8K
|
539
$28.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1KNew |
$36.9K - $42.2K
|
1K
$53.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.34K- 30.77% |
$86.3K - $98.8K
|
5.26K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
682K+ 734.36% |
$25.1M - $28.8M
|
774K
$41.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
82.7KNew |
$3.05M - $3.49M
|
82.7K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.28KNew |
$195K - $223K
|
5.28K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$3.69K - $4.22K
|
100
$5.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
206+ 0.73% |
$7.6K - $8.7K
|
28.4K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.34K- 14.85% |
$49.5K - $56.6K
|
7.7K
$409K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
671New |
$24.7K - $28.3K
|
671
$35.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
327+ 2515.38% |
$12.1K - $13.8K
|
340
$18.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.09% |
$36.9 - $42.2
|
1.13K
$59.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.22K+ 9.63% |
$266K - $305K
|
82.2K
$4.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$3.32K - $3.8K
|
90
$4.78K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
5+ 1.95% |
$184 - $211
|
262
$13.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
54New |
$1.99K - $2.28K
|
54
$2.87K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.4K- 28.12% |
$359K - $410K
|
26.5K
$1.41M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45New |
$1.56K - $1.78K
|
45
$2.39K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-254- 2.42% |
$8.8K - $10.1K
|
10.2K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
201New |
$6.96K - $7.96K
|
201
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
20.5KNew |
$709K - $811K
|
20.5K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$3.57K - $4.08K
|
103
$5.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-97- 0.09% |
$3.36K - $3.84K
|
112K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$5.2K - $5.94K
|
150
$7.97K
|
|