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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-7.78K- 23.5% |
$469K - $552K
|
25.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.97K- 15.77% |
$601K - $708K
|
53.3K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.18KNew |
$192K - $226K
|
3.18K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47- 0.32% |
$2.83K - $3.34K
|
14.5K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 13.5% |
$83.5K - $98.4K
|
11.7K
$830K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.26K- 3.9% |
$136K - $160K
|
55.6K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
355K+ 2.08% |
$21.4M - $25.2M
|
17.4M
$1.24B
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 5.43% |
$4.46K - $5.25K
|
1.29K
$91.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
232+ 1.5% |
$14K - $16.5K
|
15.7K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.01KNew |
$181K - $214K
|
3.01K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.82K- 60.89% |
$411K - $484K
|
4.38K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
168K+ 14.73% |
$10.2M - $12M
|
1.31M
$93.4M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-118K- 17.05% |
$7.08M - $8.34M
|
572K
$40.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 97.23% |
$21.2K - $24.9K
|
712
$50.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2K+ 30.84% |
$72.6K - $85.5K
|
5.11K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
847+ 3.97% |
$51K - $60.1K
|
22.2K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-33- 22.92% |
$1.99K - $2.34K
|
111
$7.91K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.04K- 6.6% |
$62.6K - $73.7K
|
14.7K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
67New |
$4.04K - $4.76K
|
67
$4.77K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.2K+ 13.41% |
$2.42M - $2.85M
|
340K
$24.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
840+ 20.89% |
$50.6K - $59.6K
|
4.86K
$346K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
185K+ 1.78% |
$11.2M - $13.1M
|
10.6M
$753M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 1.78% |
$127K - $149K
|
116K
$8.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.23K- 23.95% |
$134K - $158K
|
7.07K
$504K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
679+ 6.04% |
$40.9K - $48.2K
|
11.9K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-160- 3.29% |
$9.64K - $11.4K
|
4.7K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.96KNew |
$299K - $352K
|
4.96K
$353K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.43KNew |
$267K - $314K
|
4.43K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
180KNew |
$10.9M - $12.8M
|
180K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-81- 2.0% |
$4.88K - $5.75K
|
3.97K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$177K - $208K
|
2.94K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28.7K+ 58.29% |
$1.73M - $2.04M
|
77.9K
$5.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-42.5K- 73.82% |
$2.56M - $3.02M
|
15.1K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-275K- 54.05% |
$16.6M - $19.5M
|
234K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-22.8K- 4.54% |
$1.38M - $1.62M
|
480K
$34.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.13K- 14.45% |
$128K - $151K
|
12.6K
$896K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 13.05% |
$120K - $141K
|
13.3K
$945K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-177- 1.29% |
$10.7K - $12.6K
|
13.5K
$963K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.07K- 9.56% |
$64.4K - $75.9K
|
10.1K
$720K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 24.62% |
$106K - $125K
|
5.38K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45.4K+ 11.75% |
$2.74M - $3.22M
|
432K
$30.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
1.95KNew |
$118K - $138K
|
1.95K
$139K
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
56.6K+ 91.02% |
$3.41M - $4.02M
|
119K
$8.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-386- 1.42% |
$23.3K - $27.4K
|
26.8K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15New |
$904 - $1.06K
|
15
$1.07K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.64KNew |
$340K - $400K
|
5.64K
$402K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
19.2KNew |
$1.16M - $1.37M
|
19.2K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.34K+ 21.33% |
$141K - $166K
|
13.3K
$949K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.57K+ 6.61% |
$94.8K - $112K
|
25.4K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
69.6K+ 19.85% |
$4.19M - $4.94M
|
420K
$29.9M
|
|