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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
37+ 0.65% |
$2.23K - $2.63K
|
5.7K
$406K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.63K+ 3.13% |
$159K - $187K
|
86.7K
$6.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.26KNew |
$196K - $231K
|
3.26K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24K+ 9.93% |
$1.45M - $1.7M
|
266K
$18.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
798+ 196.55% |
$48.1K - $56.6K
|
1.2K
$85.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.28KNew |
$258K - $303K
|
4.28K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
409+ 2.94% |
$24.7K - $29K
|
14.3K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 35.6% |
$609K - $717K
|
38.5K
$2.74M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
6.05KNew |
$365K - $430K
|
6.05K
$431K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-96- 18.75% |
$5.79K - $6.81K
|
416
$29.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.77K+ 15.4% |
$167K - $196K
|
20.7K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
40New |
$2.41K - $2.84K
|
40
$2.85K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-4.01K- 19.71% |
$242K - $285K
|
16.3K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-646- 1.39% |
$38.9K - $45.9K
|
45.9K
$3.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$719K - $847K
|
11.9K
$850K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
808+ 8.14% |
$48.7K - $57.4K
|
10.7K
$764K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
23+ 0.57% |
$1.39K - $1.63K
|
4.07K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-20.4K- 68.48% |
$1.23M - $1.45M
|
9.38K
$668K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.7K- 62.49% |
$283K - $333K
|
2.82K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 8.13% |
$34.6K - $40.7K
|
7.63K
$543K
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
468+ 9.57% |
$28.2K - $33.2K
|
5.36K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-632- 2.33% |
$38.1K - $44.9K
|
26.4K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
648+ 8.46% |
$39.1K - $46K
|
8.31K
$592K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-820- 50.49% |
$49.4K - $58.2K
|
804
$57.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
289+ 3.15% |
$17.4K - $20.5K
|
9.45K
$673K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.9KNew |
$235K - $277K
|
3.9K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-12.8K- 18.48% |
$770K - $907K
|
56.3K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 2.54% |
$422 - $497
|
283
$20.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
510+ 100.0% |
$30.7K - $36.2K
|
1.02K
$72.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.53KNew |
$213K - $251K
|
3.53K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.45K+ 12.53% |
$208K - $245K
|
31K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24.9K+ 207.3% |
$1.5M - $1.77M
|
36.9K
$2.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 141.05% |
$7.86M - $9.26M
|
223K
$15.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
217+ 0.83% |
$13.1K - $15.4K
|
26.4K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.04K+ 25.41% |
$123K - $145K
|
10.1K
$716K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
479+ 2.58% |
$28.9K - $34K
|
19.1K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.11K+ 5.08% |
$247K - $291K
|
85K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 6.4% |
$784 - $923
|
190
$13.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
687+ 6.64% |
$41.4K - $48.8K
|
11K
$786K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
50.2K+ 968.41% |
$3.03M - $3.57M
|
55.4K
$3.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.54K- 9.59% |
$153K - $180K
|
23.9K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26.4K+ 46.83% |
$1.59M - $1.88M
|
82.9K
$5.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
162+ 2.2% |
$9.76K - $11.5K
|
7.53K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.27% |
$60.3 - $71
|
80
$5.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.21KNew |
$434K - $512K
|
7.21K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.83% |
$60.3 - $71
|
121
$8.62K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.59% |
$1.45K - $1.7K
|
4.08K
$290K
|
|