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 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
20.1KNew |
$499K - $626K
|
20.1K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
56.6K+ 393.12% |
$1.41M - $1.77M
|
71K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
54New |
$1.35K - $1.68K
|
54
$2.83K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$598 - $749
|
24
$1.26K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50New |
$1.25K - $1.56K
|
50
$2.62K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
658+ 0.95% |
$16.4K - $20.5K
|
69.9K
$3.66M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2New |
$49.8 - $62.4
|
2
$105
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2New |
$49.8 - $62.4
|
2
$105
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
234New |
$5.83K - $7.3K
|
234
$12.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 26.32% |
$996 - $1.25K
|
112
$5.87K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100New |
$2.49K - $3.12K
|
100
$5.24K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$264K - $331K
|
10.6K
$556K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4New |
$99.6 - $125
|
4
$210
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.39KNew |
$59.4K - $74.4K
|
2.39K
$125K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-16.7K- 78.76% |
$417K - $522K
|
4.52K
$237K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-9.2K- 35.94% |
$229K - $287K
|
16.4K
$860K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10New |
$249 - $312
|
10
$524
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
PUT |
-400- 3.6% |
$9.96K - $12.5K
|
10.7K
$561K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.42K+ 15.09% |
$27.9K - $148K
|
33.7K
$1.77M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-10- 47.62% |
$63.1 - $334
|
11
$577
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
270New |
$1.7K - $9.03K
|
270
$14.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
45New |
$284 - $1.5K
|
45
$2.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-550- 1.52% |
$3.47K - $18.4K
|
35.7K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-42.5KClosed |
$268K - $1.42M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
14New |
$88.3 - $468
|
14
$734
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 100.0% |
$6.31K - $33.4K
|
2K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
7.7KNew |
$48.6K - $257K
|
7.7K
$404K
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
128KNew |
$810K - $4.29M
|
128K
$6.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.61KNew |
$16.5K - $87.3K
|
2.61K
$137K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7+ 28.0% |
$44.2 - $234
|
32
$1.68K
|
|
|
Nov 03, 2022
Q3 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
77KNew |
$486K - $2.57M
|
77K
$4.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Privium Fund Management B.V.
|
BUY
|
PUT |
800New |
$5.05K - $26.8K
|
800
$41.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
7.71KNew |
$48.6K - $258K
|
7.71K
$404K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-14- 0.06% |
$88.3 - $468
|
23.5K
$1.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$631 - $3.34K
|
100
$5.24K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
63New |
$398 - $2.11K
|
63
$3.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.55KNew |
$47.6K - $252K
|
7.55K
$396K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-49.9KClosed |
$315K - $1.67M
|
0
$0
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-207- 66.35% |
$1.31K - $6.92K
|
105
$5.51K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
8New |
$236 - $280
|
8
$419
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-68Closed |
$2.01K - $2.38K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-194KClosed |
$5.74M - $6.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.36KClosed |
$99.2K - $117K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-103KClosed |
$3.05M - $3.61M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
33.7KNew |
$996K - $1.18M
|
33.7K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
514New |
$15.2K - $18K
|
514
$26.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-352Closed |
$10.4K - $12.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
33.3KNew |
$984K - $1.16M
|
33.3K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-91.5K- 59.53% |
$2.7M - $3.2M
|
62.2K
$3.26M
|
|