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 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-180Closed |
$4.7K - $5.53K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-226Closed |
$5.9K - $6.94K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-50Closed |
$1.31K - $1.54K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.2KClosed |
$31.3K - $36.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-36.8KClosed |
$960K - $1.13M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-125Closed |
$3.26K - $3.84K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-108Closed |
$2.82K - $3.32K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$52.2 - $61.4
|
2
$142
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$52.2 - $61.4
|
2
$142
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
335New |
$8.74K - $10.3K
|
335
$23.9K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-13.8KClosed |
$360K - $424K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-20KClosed |
$491K - $584K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-17.9KClosed |
$440K - $523K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-518KClosed |
$12.7M - $15.1M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$4.91K - $5.84K
|
200
$14.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-328Closed |
$8.05K - $9.57K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fosun International LTD
|
SELL
|
- |
-20KClosed |
$491K - $584K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
125New |
$3.07K - $3.65K
|
125
$8.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
273New |
$6.7K - $7.97K
|
273
$19.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-616KClosed |
$15.1M - $18M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.5KNew |
$135K - $160K
|
5.5K
$392K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-567Closed |
$13.9K - $16.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-83Closed |
$2.38K - $2.69K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
107KNew |
$3.08M - $3.48M
|
107K
$7.65M
|
|
|
Aug 16, 2021
Q2 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-9.76KClosed |
$279K - $316K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-30KClosed |
$859K - $971K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
19.4KNew |
$554K - $627K
|
19.4K
$1.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2KClosed |
$57.2K - $64.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-170KClosed |
$4.86M - $5.5M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-70KClosed |
$2M - $2.27M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-247Closed |
$7.07K - $8K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1KClosed |
$28.6K - $32.4K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-9.18KClosed |
$263K - $297K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-334Closed |
$9.56K - $10.8K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-400Closed |
$11.4K - $13K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-501Closed |
$14.3K - $16.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-86Closed |
$2.21K - $2.7K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-80Closed |
$2.06K - $2.51K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-121Closed |
$3.11K - $3.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-159KClosed |
$4.1M - $5M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-156KClosed |
$4.03M - $4.91M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1KNew |
$25.7K - $31.4K
|
1K
$71.2K
|
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
9.42KNew |
$242K - $296K
|
9.42K
$671K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-115Closed |
$2.96K - $3.61K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athos Capital LTD
Hong Kong, K3 |
SELL
|
- |
-93.2KClosed |
$2.4M - $2.93M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-132Closed |
$3.4K - $4.15K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-324Closed |
$8.34K - $10.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.36KClosed |
$35.1K - $42.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-13.6KClosed |
$351K - $428K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-11.6KClosed |
$297K - $363K
|
0
$0
|
|