HSBC plans to reduce its UK wealth management workforce by approximately 70%, according to the Financial Times. The cuts will significantly reduce the number of financial advisers in the division.
The cuts represent a major restructuring of HSBC's UK wealth management operations and will affect a substantial portion of its advisory workforce.
No published comments yet.
The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in HSBC HOLDINGS PLC.
0 discretionary purchases · 0 discretionary sales
Confidence: Low
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| Global Financial ControllerPalomaki Daniel Scott | Non-informative buy | Dividend Equivalent RightsCompany grant or award (A) | 76 | — | — | Aug 21, 2026 |
| Global Financial ControllerPalomaki Daniel Scott | Non-informative buy | Dividend Equivalent RightsCompany grant or award (A) | 88 | — | — | May 22, 2026 |
| Global Financial ControllerPalomaki Daniel Scott | Informative sell | Ordinary shares of US$0.50Open-market or private transaction (S) | 23,123 | $18.1061 | $418,667 | May 7, 2026 |
| Global Financial ControllerBingham Jonathan | Informative buy | Ordinary shares of US$0.50Open-market or private transaction (P) | 13 | $15.807 | $205 | Mar 27, 2026 |
| Global Financial ControllerBingham Jonathan | Non-informative buy | Dividend Equivalent RightsCompany grant or award (A) | 792 | — | — | Mar 20, 2026 |
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 2.49%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Fisher Asset Management, Llc | Buy | 369,708 (2.031%) | 18,572,508 | $1,812,305 | 6/30/2026 |
| Dimensional Fund Advisors Lp | Sell | -159,466 (-1.599%) | 9,812,755 | $957,529 | 6/30/2026 |
| Morgan Stanley | Buy | 419,000 (5.471%) | 8,077,493 | $788,202 | 6/30/2026 |
| Goldman Sachs Group Inc | Buy | 1,027,574 (22.192%) | 5,658,007 | $552,108 | 6/30/2026 |
| Fmr Llc | Buy | 559,850 (14.824%) | 4,336,546 | $423,160 | 6/30/2026 |
| Northern Trust Corp | Sell | -35,368 (-1.161%) | 3,012,114 | $293,922 | 6/30/2026 |
| Sanders Capital, Llc | Sell | -174,600 (-6.22%) | 2,632,430 | $256,873 | 6/30/2026 |
| Blackrock, Inc. | Sell | -83,715 (-3.265%) | 2,480,130 | $242,011 | 6/30/2026 |
| Bank Of America Corp /De/ | Buy | 13,732 (0.576%) | 2,399,615 | $234,154 | 6/30/2026 |
| American Century Companies Inc | Sell | -1,758 (-0.105%) | 1,665,928 | $162,561 | 6/30/2026 |
| Royal Bank Of Canada | Sell | -20,631 (-1.582%) | 1,283,561 | $125,250 | 6/30/2026 |
| Clearbridge Investments, Llc | Sell | -482,214 (-31.317%) | 1,057,593 | $103,200 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Sep 15, 2026 | 5,423,759 | 1,346,435 | +4.41% | 4.03 |
| Aug 31, 2026 | 5,194,487 | 1,040,752 | -7.57% | 4.99 |
| Aug 14, 2026 | 5,620,041 | 1,290,288 | -0.25% | 4.36 |
| Jul 31, 2026 | 5,634,348 | 1,392,564 | -8.94% | 4.05 |
| Jul 15, 2026 | 6,187,588 | 1,226,225 | +12.95% | 5.05 |
| Jun 30, 2026 | 5,478,358 | 1,311,486 | -14.17% | 4.18 |
| Jun 15, 2026 | 6,382,868 | 2,087,599 | -3.72% | 3.06 |
| May 29, 2026 | 6,629,195 | 1,599,222 | +9.70% | 4.15 |
Source: FINRA Consolidated Short Interest
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Aug 4, 2026 | 2.25 | 2.24 | +0.45% |
| Mar 2026 | May 5, 2026 | 2.20 | 2.18 | +0.92% |
| Dec 2025 | Feb 25, 2026 | 1.85 | 1.68 | +10.12% |
| Sep 2025 | Oct 28, 2025 | 1.80 | 1.65 | +9.09% |
Source: Nasdaq
