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, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.48KNew |
$209K - $247K
|
3.48K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
160New |
$9.64K - $11.4K
|
160
$11.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.06K+ 18.69% |
$64.1K - $75.5K
|
6.76K
$481K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.7K- 53.27% |
$1.67M - $1.97M
|
24.3K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.53K- 37.46% |
$152K - $180K
|
4.22K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-71- 78.89% |
$4.28K - $5.04K
|
19
$1.35K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-650- 6.64% |
$39.2K - $46.1K
|
9.14K
$651K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25+ 0.21% |
$1.51K - $1.77K
|
11.9K
$845K
|
|
|
Oct 22, 2025
Q3 2025
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-6.21K- 3.69% |
$374K - $441K
|
162K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.33K+ 9.45% |
$562K - $662K
|
108K
$7.69M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
780New |
$47K - $55.4K
|
780
$55.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.8KNew |
$289K - $341K
|
4.8K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-313- 1.89% |
$18.9K - $22.2K
|
16.2K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 0.21% |
$7.65K - $9.01K
|
59.2K
$4.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 18.02% |
$88.8K - $105K
|
9.65K
$687K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
72.4KNew |
$4.37M - $5.14M
|
72.4K
$5.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.84K- 13.26% |
$111K - $131K
|
12K
$857K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
39+ 0.33% |
$2.35K - $2.77K
|
11.9K
$850K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 8.86% |
$72K - $84.8K
|
14.7K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.7K- 1.57% |
$102K - $121K
|
106K
$7.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49+ 0.31% |
$2.95K - $3.48K
|
15.9K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-223- 1.0% |
$13.4K - $15.8K
|
22.1K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
151New |
$9.1K - $10.7K
|
151
$10.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.21K+ 2580.85% |
$73.1K - $86.1K
|
1.26K
$89.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
351New |
$21.2K - $24.9K
|
351
$25K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
260+ 6.16% |
$15.7K - $18.5K
|
4.48K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.5K- 28.26% |
$634K - $747K
|
26.7K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
685+ 0.46% |
$41.3K - $48.6K
|
151K
$10.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$179K - $211K
|
2.97K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 5.35% |
$7.29K - $8.59K
|
2.14K
$152K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-28- 0.75% |
$1.69K - $1.99K
|
3.72K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.27KNew |
$197K - $232K
|
3.27K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
66+ 0.71% |
$3.98K - $4.68K
|
9.41K
$670K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.4K+ 8.42% |
$84.3K - $99.2K
|
18K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
225+ 29.49% |
$13.6K - $16K
|
988
$70.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
422+ 10.2% |
$25.4K - $30K
|
4.56K
$325K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
131New |
$7.9K - $9.3K
|
131
$9.33K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.01KNew |
$181K - $214K
|
3.01K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.9K- 41.2% |
$295K - $348K
|
6.99K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 4.83% |
$2.11K - $2.48K
|
690
$49.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.39K- 4.95% |
$385K - $453K
|
123K
$8.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.19K- 8.26% |
$132K - $155K
|
24.3K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.46KNew |
$269K - $317K
|
4.46K
$318K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-80- 29.09% |
$4.82K - $5.68K
|
195
$13.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.83KNew |
$171K - $201K
|
2.83K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.35K+ 166.33% |
$443K - $521K
|
11.8K
$838K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.29K- 18.0% |
$499K - $588K
|
37.7K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.12KNew |
$188K - $222K
|
3.12K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81+ 20.98% |
$4.88K - $5.75K
|
467
$33.3K
|
|