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 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
188KNew |
$8.25M - $9.32M
|
188K
$9.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.4K+ 39.2% |
$852K - $963K
|
69K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
15.5K+ 12.35% |
$680K - $768K
|
141K
$7.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.1K+ 2.82% |
$618K - $698K
|
515K
$26.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 62.01% |
$501K - $565K
|
29.8K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.5K+ 24.01% |
$416K - $470K
|
49.1K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.49K+ 22.63% |
$328K - $371K
|
40.6K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.93KNew |
$260K - $294K
|
5.93K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.18K+ 18.84% |
$227K - $257K
|
32.7K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4.85KNew |
$213K - $240K
|
4.85K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79KNew |
$210K - $237K
|
4.79K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.74K+ 37.89% |
$208K - $235K
|
17.3K
$885K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.74KNew |
$208K - $235K
|
4.74K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.19K+ 45.6% |
$184K - $207K
|
13.4K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.54K+ 14.36% |
$155K - $175K
|
28.1K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.28K+ 52.71% |
$144K - $162K
|
9.5K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.93K+ 14.2% |
$128K - $145K
|
23.6K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.89K+ 13.87% |
$127K - $143K
|
23.8K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.62K+ 5.65% |
$115K - $129K
|
48.9K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 25.98% |
$97.5K - $110K
|
10.8K
$553K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.74K+ 28.56% |
$76K - $85.9K
|
7.81K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.16K+ 5.12% |
$50.8K - $57.4K
|
23.8K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1KNew |
$43.8K - $49.5K
|
1K
$51.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
805+ 116.16% |
$35.3K - $39.9K
|
1.5K
$76.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
789+ 8.24% |
$34.6K - $39.1K
|
10.4K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
759+ 6.39% |
$33.3K - $37.6K
|
12.6K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
678+ 7.41% |
$29.7K - $33.6K
|
9.83K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
632+ 42.7% |
$27.7K - $31.3K
|
2.11K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
600+ 9.51% |
$26.3K - $29.7K
|
6.91K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
500New |
$21.9K - $24.8K
|
500
$25.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
485New |
$21.3K - $24K
|
485
$24.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
462+ 2.65% |
$20.2K - $22.9K
|
17.9K
$918K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
349+ 0.88% |
$15.3K - $17.3K
|
40.2K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
297+ 3.19% |
$13K - $14.7K
|
9.61K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
275+ 2.65% |
$12.1K - $13.6K
|
10.7K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
265+ 3.91% |
$11.6K - $13.1K
|
7.04K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
235+ 1.08% |
$10.3K - $11.6K
|
21.9K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
200+ 200.0% |
$8.77K - $9.9K
|
300
$15.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
180+ 0.64% |
$7.89K - $8.91K
|
28.5K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
145+ 164.77% |
$6.36K - $7.18K
|
233
$12K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
114+ 45.42% |
$5K - $5.64K
|
365
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
112+ 1.86% |
$4.91K - $5.55K
|
6.13K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
64New |
$2.81K - $3.17K
|
64
$3.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
37+ 4.53% |
$1.62K - $1.83K
|
854
$43.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 1.75% |
$1.14K - $1.29K
|
1.51K
$77.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
25+ 0.33% |
$1.1K - $1.24K
|
7.69K
$395K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 2.07% |
$833 - $941
|
937
$48.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
18+ 0.33% |
$789 - $891
|
5.54K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$657 - $743
|
4.91K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$219 - $248
|
5
$256
|