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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.6KNew |
$186K - $211K
|
4.6K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
145+ 0.54% |
$5.86K - $6.66K
|
27.2K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.1MNew |
$125M - $142M
|
3.1M
$162M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
318+ 1.2% |
$12.9K - $14.6K
|
26.7K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-11- 2.1% |
$445 - $505
|
512
$26.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20New |
$808 - $918
|
20
$1.05K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
121KNew |
$4.9M - $5.56M
|
121K
$6.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-162- 23.24% |
$6.55K - $7.44K
|
535
$28.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 2.08% |
$44K - $50K
|
51.4K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27K+ 102.91% |
$1.09M - $1.24M
|
53.2K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
117+ 24.68% |
$4.73K - $5.37K
|
591
$31K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118+ 0.21% |
$4.77K - $5.42K
|
56.6K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.4K- 11.46% |
$1.67M - $1.9M
|
320K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 12.03% |
$48.1K - $54.6K
|
11.1K
$581K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
95New |
$3.84K - $4.36K
|
95
$4.98K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$121 - $138
|
3
$157
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-40- 0.7% |
$1.62K - $1.84K
|
5.64K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-69- 0.76% |
$2.79K - $3.17K
|
9.01K
$472K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.15KNew |
$289K - $328K
|
7.15K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-47- 0.73% |
$1.9K - $2.16K
|
6.39K
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.53K+ 2.78% |
$102K - $116K
|
93.3K
$4.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.39KNew |
$137K - $156K
|
3.39K
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 25.15% |
$6.75K - $7.67K
|
831
$43.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
109+ 72.67% |
$4.41K - $5K
|
259
$13.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-58- 19.02% |
$2.34K - $2.66K
|
247
$13K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.2K+ 9.44% |
$775K - $880K
|
222K
$11.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
228New |
$9.22K - $10.5K
|
228
$12K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-26- 1.57% |
$1.05K - $1.19K
|
1.63K
$85.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-6.7K- 4.21% |
$271K - $308K
|
152K
$7.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 2.36% |
$6.14K - $6.98K
|
6.59K
$346K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.93KNew |
$77.8K - $88.4K
|
1.93K
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
48New |
$1.94K - $2.2K
|
48
$2.52K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
273+ 2.33% |
$11K - $12.5K
|
12K
$629K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
336New |
$13.6K - $15.4K
|
336
$17.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$40.4 - $45.9
|
1.07K
$56.3K
|
|
| Q2 2024 | |||||||
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
39New |
$1.53K - $1.77K
|
39
$2.04K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$471K - $545K
|
12K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$535K - $618K
|
13.6K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
559K+ 29.53% |
$22M - $25.4M
|
2.45M
$129M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.7KNew |
$1.21M - $1.39M
|
30.7K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.74KNew |
$186K - $215K
|
4.74K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
7.5K+ 78.13% |
$295K - $341K
|
17.1K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
100New |
$3.93K - $4.54K
|
100
$5.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.02M+ 1454.96% |
$40M - $46.2M
|
1.09M
$57M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$794K - $917K
|
20.2K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 5.56% |
$157 - $182
|
76
$3.98K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6.97KNew |
$274K - $316K
|
6.97K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$422K - $487K
|
10.7K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
81New |
$3.18K - $3.68K
|
81
$4.25K
|
|