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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$901 - $1.02K
|
25
$1.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16New |
$576 - $653
|
16
$933
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$36 - $40.8
|
9.57K
$558K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
82.7KNew |
$3.05M - $3.49M
|
82.7K
$4.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.96KNew |
$294K - $336K
|
7.96K
$465K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.22K+ 9.63% |
$266K - $305K
|
82.2K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.28KNew |
$195K - $223K
|
5.28K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
2.5KNew |
$92.2K - $106K
|
2.5K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.63K+ 31.82% |
$60K - $68.6K
|
6.74K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1KNew |
$36.9K - $42.2K
|
1K
$58.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
671New |
$24.7K - $28.3K
|
671
$39.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
539New |
$19.9K - $22.8K
|
539
$31.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
335New |
$12.4K - $14.1K
|
335
$19.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
327+ 2515.38% |
$12.1K - $13.8K
|
340
$19.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
206+ 0.73% |
$7.6K - $8.7K
|
28.4K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$3.69K - $4.22K
|
100
$5.83K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
90New |
$3.32K - $3.8K
|
90
$5.25K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
54New |
$1.99K - $2.28K
|
54
$3.15K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
5+ 1.95% |
$184 - $211
|
262
$15.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
22.9KNew |
$793K - $907K
|
22.9K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.3K+ 77.85% |
$529K - $605K
|
34.9K
$2.03M
|
|
|
Jul 24, 2023
Q2 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
7K+ 350.0% |
$243K - $277K
|
9K
$525K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$223K - $255K
|
6.43K
$375K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
556New |
$19.3K - $22K
|
556
$32.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
201New |
$6.96K - $7.96K
|
201
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150New |
$5.2K - $5.94K
|
150
$8.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
103New |
$3.57K - $4.08K
|
103
$6.01K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
87New |
$3.01K - $3.45K
|
87
$5.08K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
82New |
$2.84K - $3.25K
|
82
$4.78K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
75New |
$2.6K - $2.97K
|
75
$4.38K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45New |
$1.56K - $1.78K
|
45
$2.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14New |
$485 - $555
|
14
$817
|
|
| Q1 2023 | |||||||
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.56MNew |
$49.4M - $60.9M
|
1.56M
$91M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
177KNew |
$5.6M - $6.91M
|
177K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
100KNew |
$3.16M - $3.9M
|
100K
$5.83M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20KNew |
$633K - $781K
|
20K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
17KNew |
$538K - $664K
|
17K
$992K
|
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
15.4KNew |
$487K - $600K
|
15.4K
$897K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.71KNew |
$244K - $301K
|
7.71K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.09K+ 82.87% |
$193K - $238K
|
13.4K
$784K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.5K+ 2500.0% |
$79.1K - $97.6K
|
2.6K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09K+ 68.72% |
$34.6K - $42.6K
|
2.68K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
800New |
$25.3K - $31.2K
|
800
$46.7K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
748New |
$23.7K - $29.2K
|
748
$43.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
392New |
$12.4K - $15.3K
|
392
$22.9K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
361+ 859.52% |
$11.4K - $14.1K
|
403
$23.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
288+ 40.11% |
$9.11K - $11.2K
|
1.01K
$58.7K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
230New |
$7.28K - $8.98K
|
230
$13.4K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
143New |
$4.52K - $5.58K
|
143
$8.34K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
95New |
$3.01K - $3.71K
|
95
$5.54K
|
|