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 07, 2020
Q4 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.31KClosed |
$229K - $249K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Community Bank, N.A.
|
SELL
|
- |
-80Closed |
$2.91K - $3.16K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-130KClosed |
$4.72M - $5.13M
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1KClosed |
$39.9K - $43.4K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-88Closed |
$3.2K - $3.48K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Nine Masts Capital LTD
|
SELL
|
- |
-517KClosed |
$18.8M - $20.4M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-500Closed |
$18.2K - $19.8K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1KClosed |
$36.3K - $39.5K
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-5.65KClosed |
$205K - $223K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-155Closed |
$5.63K - $6.13K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Norway Savings Bank
|
SELL
|
- |
-100Closed |
$3.63K - $3.95K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-100Closed |
$3.63K - $3.95K
|
0
$0
|
|
Q3 2019 | |||||||
Aug 13, 2024
Q3 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-45Closed |
$1.6K - $1.89K
|
0
$0
|
|
Dec 04, 2019
Q3 2019
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-145Closed |
$5.15K - $6.1K
|
0
$0
|
|
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-100Closed |
$3.55K - $4.21K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-3.75KClosed |
$133K - $158K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.47KClosed |
$265K - $314K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-1.2KClosed |
$42.6K - $50.5K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-43.4KClosed |
$1.54M - $1.83M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.27KClosed |
$223K - $264K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.57KClosed |
$55.9K - $66.2K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-647Closed |
$23K - $27.2K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-130Closed |
$4.62K - $5.47K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-938Closed |
$33.3K - $39.5K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-50.4KClosed |
$1.79M - $2.12M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-9.73KClosed |
$346K - $409K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.99KClosed |
$70.6K - $83.6K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-349Closed |
$12.4K - $14.7K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Schnieders Capital Management LLC
|
SELL
|
- |
-6.21KClosed |
$220K - $261K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-240Closed |
$8.53K - $10.1K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-185Closed |
$6.57K - $7.79K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-11.5KClosed |
$407K - $483K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-24.4KClosed |
$866K - $1.03M
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.87KClosed |
$173K - $205K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
American Research & Management Co.
|
BUY
|
- |
150New |
$5.33K - $6.32K
|
150
$7.97K
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.5KClosed |
$53.2K - $63K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
70New |
$2.49K - $2.95K
|
70
$3.72K
|
|
Oct 30, 2019
Q3 2019
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6KClosed |
$213K - $253K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Wolff Financial Management LLC
|
SELL
|
- |
-5.19KClosed |
$185K - $219K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-465Closed |
$16.5K - $19.6K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Hall Laurie J Trustee
|
SELL
|
- |
-515Closed |
$18.3K - $21.7K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
First Bank & Trust
|
SELL
|
- |
-46Closed |
$1.63K - $1.94K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-28Closed |
$995 - $1.18K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.04KClosed |
$179K - $212K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-523Closed |
$18.6K - $22K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.63KClosed |
$342K - $405K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-67Closed |
$2.38K - $2.82K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-645Closed |
$22.9K - $27.2K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Brr Op Co, LLC
|
SELL
|
- |
-12.4KClosed |
$502K - $552K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.28KClosed |
$51.8K - $57K
|
0
$0
|