Latest Institutional Purchases of Hsbc Holdings PLC (HSBC)
This list provides information on the latest institutional transactions involving Hsbc Holdings PLC (HSBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
998New |
$36.3K - $39.4K
|
998
$58.2K
|
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
961New |
$34.9K - $38K
|
961
$56.1K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
American Research & Management Co.
|
BUY
|
- |
150New |
$5.33K - $6.32K
|
150
$8.75K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
70New |
$2.49K - $2.95K
|
70
$4.08K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Boston Partners
Boston, MA |
BUY
|
- |
3.17KNew |
$129K - $142K
|
3.17K
$185K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
50.2KNew |
$1.94M - $2.22M
|
50.2K
$2.93M
|
|
|
Mar 04, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.2K+ 1275.82% |
$1.28M - $1.47M
|
35.8K
$2.09M
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.4KNew |
$285K - $327K
|
7.4K
$432K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
80New |
$3.09K - $3.54K
|
80
$4.67K
|
|
| Q2 2018 | |||||||
|
Jul 24, 2018
Q2 2018
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
216+ 2.17% |
$10.1K - $10.9K
|
10.2K
$594K
|
|
| Q1 2018 | |||||||
|
Apr 17, 2018
Q1 2018
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.28KNew |
$202K - $238K
|
4.28K
$249K
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
324+ 13.21% |
$15.3K - $18K
|
2.78K
$162K
|
|
|
Feb 13, 2024
Q1 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
254New |
$12K - $14.1K
|
254
$14.8K
|
|
|
May 03, 2018
Q1 2018
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
235New |
$11.1K - $13.1K
|
235
$13.7K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
224KNew |
$10.8M - $11.6M
|
224K
$13.1M
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Karpas Strategies, LLC
|
BUY
|
- |
27.2KNew |
$1.28M - $1.38M
|
27.2K
$1.59M
|
|
|
Nov 13, 2017
Q3 2017
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
907New |
$42.8K - $46.1K
|
907
$52.9K
|
|
|
Oct 26, 2017
Q3 2017
|
Hanson & Doremus Investment Management
|
BUY
|
- |
809New |
$38.2K - $41.1K
|
809
$47.2K
|
|
|
Oct 12, 2017
Q3 2017
|
Adirondack Trust CO
|
BUY
|
- |
607New |
$28.7K - $30.8K
|
607
$35.4K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
14KNew |
N/A
|
14K
$817K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
780New |
N/A
|
780
$45.5K
|
|
| Q2 2010 | |||||||
|
Aug 05, 2021
Q2 2010
|
Antonetti Capital Management LLC
|
BUY
|
- |
39New |
N/A
|
39
$2.28K
|
|