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 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
18.8KNew |
$1.13M - $1.33M
|
18.8K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
367+ 1.69% |
$22.1K - $26K
|
22.1K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-195- 10.34% |
$11.8K - $13.8K
|
1.69K
$120K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.11K+ 13.43% |
$489K - $576K
|
68.5K
$4.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.25K- 3.46% |
$75.3K - $88.7K
|
34.8K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.66K- 19.01% |
$100K - $118K
|
7.09K
$505K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
41K+ 37.27% |
$2.47M - $2.91M
|
151K
$10.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
447+ 13.39% |
$26.9K - $31.7K
|
3.79K
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-199- 0.85% |
$12K - $14.1K
|
23.3K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.77K+ 318.21% |
$529K - $622K
|
11.5K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.27KNew |
$438K - $516K
|
7.27K
$518K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23- 0.66% |
$1.39K - $1.63K
|
3.46K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
207+ 0.91% |
$12.5K - $14.7K
|
23.1K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$362 - $426
|
6
$427
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
63+ 35.8% |
$3.8K - $4.47K
|
239
$17K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$362 - $426
|
6
$427
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.05K+ 10.99% |
$365K - $429K
|
61.1K
$4.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
134+ 3.83% |
$8.08K - $9.51K
|
3.63K
$259K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
125K+ 64.97% |
$7.54M - $8.88M
|
318K
$22.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
163+ 6.61% |
$9.82K - $11.6K
|
2.63K
$187K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
812+ 65.38% |
$48.9K - $57.6K
|
2.05K
$146K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.15K- 26.44% |
$69.3K - $81.6K
|
3.2K
$228K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
780+ 95.82% |
$47K - $55.4K
|
1.59K
$114K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
337+ 3.05% |
$20.3K - $23.9K
|
11.4K
$810K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
319+ 1.14% |
$19.2K - $22.6K
|
28.2K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
497+ 2.64% |
$30K - $35.3K
|
19.3K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
29.3K+ 114.55% |
$1.77M - $2.08M
|
54.9K
$3.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.87K+ 33.37% |
$113K - $133K
|
7.48K
$533K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.84KNew |
$231K - $272K
|
3.84K
$273K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
153+ 1.9% |
$9.22K - $10.9K
|
8.19K
$583K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.84K+ 6.95% |
$111K - $131K
|
28.4K
$2.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
77.6KNew |
$4.67M - $5.5M
|
77.6K
$5.52M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 0.18% |
$422 - $497
|
3.95K
$282K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
20New |
$1.21K - $1.42K
|
20
$1.42K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
16K+ 78.52% |
$962K - $1.13M
|
36.3K
$2.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
454+ 12.64% |
$27.4K - $32.2K
|
4.05K
$288K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.63K+ 6.49% |
$219K - $258K
|
59.6K
$4.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.28K- 3.76% |
$77K - $90.7K
|
32.7K
$2.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 8.48% |
$216K - $254K
|
45.8K
$3.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-969- 2.77% |
$58.4K - $68.8K
|
34K
$2.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
73.4K+ 42.97% |
$4.42M - $5.21M
|
244K
$17.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
350+ 4.07% |
$21.1K - $24.8K
|
8.95K
$637K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-700- 1.64% |
$42.2K - $49.7K
|
41.9K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
12.5K+ 85.19% |
$753K - $887K
|
27.2K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.1K+ 88.85% |
$488K - $575K
|
17.2K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13.5K+ 101.26% |
$813K - $958K
|
26.8K
$1.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
3.14KNew |
$189K - $223K
|
3.14K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-22.8K- 3.52% |
$1.37M - $1.62M
|
624K
$44.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18- 2.8% |
$1.08K - $1.28K
|
626
$44.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
30New |
$1.81K - $2.13K
|
30
$2.14K
|
|