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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$468K - $522K
|
12.6K
$656K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96KNew |
$258K - $288K
|
6.96K
$363K
|
|
May 15, 2024
Q1 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
6.38KNew |
$237K - $264K
|
6.38K
$332K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.55KNew |
$206K - $230K
|
5.55K
$289K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.37KNew |
$199K - $222K
|
5.37K
$280K
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.79KNew |
$178K - $198K
|
4.79K
$249K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.51KNew |
$168K - $187K
|
4.51K
$235K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.3K+ 58.9% |
$160K - $178K
|
11.6K
$604K
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.97KNew |
$147K - $164K
|
3.97K
$207K
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.47K+ 20.47% |
$91.7K - $102K
|
14.5K
$757K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$81.6K - $91.1K
|
2.2K
$115K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1K+ 9.52% |
$37.1K - $41.4K
|
11.5K
$599K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
429+ 6.81% |
$15.9K - $17.8K
|
6.72K
$350K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
385+ 175.8% |
$14.3K - $16K
|
604
$31.5K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$9.28K - $10.4K
|
250
$13K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
201+ 2.36% |
$7.46K - $8.33K
|
8.71K
$454K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
193New |
$7.17K - $8K
|
193
$10.1K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
193New |
$7.17K - $8K
|
193
$10.1K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
139New |
$5.16K - $5.76K
|
139
$7.24K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
133New |
$4.94K - $5.51K
|
133
$6.93K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
108+ 27.62% |
$4.01K - $4.47K
|
499
$26K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$3.71K - $4.14K
|
100
$5.21K
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
99New |
$3.68K - $4.1K
|
99
$5.16K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
92+ 43.6% |
$3.42K - $3.81K
|
303
$15.8K
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
79New |
$2.93K - $3.27K
|
79
$4.12K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79New |
$2.93K - $3.27K
|
79
$4.12K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
76New |
$2.82K - $3.15K
|
76
$3.96K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$1.89K - $2.11K
|
51
$2.66K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25New |
$928 - $1.04K
|
25
$1.3K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13New |
$483 - $539
|
13
$677
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.15% |
$37.1 - $41.4
|
689
$35.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
1.08MNew |
$38.8M - $44M
|
1.08M
$56.1M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
70.2KNew |
$2.53M - $2.87M
|
70.2K
$3.66M
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
44.7K+ 4.21% |
$1.61M - $1.82M
|
1.1M
$57.6M
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
25.1K+ 14.01% |
$904K - $1.02M
|
204K
$10.6M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
22.1KNew |
$796K - $902K
|
22.1K
$1.15M
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.4KNew |
$733K - $831K
|
20.4K
$1.06M
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
17.4KNew |
$628K - $712K
|
17.4K
$908K
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11.8K+ 72.94% |
$424K - $481K
|
27.9K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10KNew |
$360K - $408K
|
10K
$521K
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.23KNew |
$332K - $377K
|
9.23K
$481K
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.38KNew |
$302K - $342K
|
8.38K
$436K
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.86K+ 51.1% |
$211K - $239K
|
17.3K
$903K
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.43KNew |
$195K - $222K
|
5.43K
$283K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.35KNew |
$193K - $218K
|
5.35K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
5.2KNew |
$187K - $212K
|
5.2K
$271K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.09KNew |
$183K - $208K
|
5.09K
$265K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.09KNew |
$183K - $208K
|
5.09K
$265K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4KNew |
$144K - $163K
|
4K
$209K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2.48K+ 9900.0% |
$89.1K - $101K
|
2.5K
$130K
|