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 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
485New |
$21.3K - $24K
|
485
$34.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
479+ 7.11% |
$21K - $23.7K
|
7.22K
$514K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
284New |
$12.4K - $14.1K
|
284
$20.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$8.42K - $9.51K
|
192
$13.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
168New |
$7.36K - $8.32K
|
168
$12K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
163New |
$7.14K - $8.07K
|
163
$11.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
157New |
$6.88K - $7.77K
|
157
$11.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
128New |
$5.61K - $6.34K
|
128
$9.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
100+ 227.27% |
$4.38K - $4.95K
|
144
$10.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
98New |
$4.3K - $4.85K
|
98
$6.98K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
93New |
$4.08K - $4.6K
|
93
$6.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
64New |
$2.81K - $3.17K
|
64
$4.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50+ 9.78% |
$2.19K - $2.48K
|
561
$40K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$1.1K - $1.24K
|
25
$1.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$745 - $842
|
17
$1.21K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$657 - $743
|
15
$1.07K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$438 - $495
|
10
$712
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.14% |
$219 - $248
|
443
$31.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$219 - $248
|
5
$356
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 4.08% |
$87.7 - $99
|
51
$3.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.1MNew |
$125M - $142M
|
3.1M
$220M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
121KNew |
$4.9M - $5.56M
|
121K
$8.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
44.6K+ 94.49% |
$1.8M - $2.05M
|
91.8K
$6.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
42.5KNew |
$1.72M - $1.95M
|
42.5K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.8KNew |
$842K - $956K
|
20.8K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
19.6K+ 143.67% |
$793K - $901K
|
33.3K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
9.72KNew |
$393K - $446K
|
9.72K
$692K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
9.3K+ 7.65% |
$376K - $427K
|
131K
$9.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5.68KNew |
$230K - $261K
|
5.68K
$405K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.19KNew |
$129K - $146K
|
3.19K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.93KNew |
$77.8K - $88.4K
|
1.93K
$137K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 12.03% |
$48.1K - $54.6K
|
11.1K
$790K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
719+ 2.9% |
$29.1K - $33K
|
25.5K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
646+ 1.3% |
$26.1K - $29.7K
|
50.2K
$3.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
336New |
$13.6K - $15.4K
|
336
$23.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
310New |
$12.5K - $14.2K
|
310
$22.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
273+ 2.33% |
$11K - $12.5K
|
12K
$854K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
228New |
$9.22K - $10.5K
|
228
$16.2K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
155New |
$6.27K - $7.12K
|
155
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
109+ 72.67% |
$4.41K - $5K
|
259
$18.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
95New |
$3.84K - $4.36K
|
95
$6.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
52New |
$2.1K - $2.39K
|
52
$3.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
48New |
$1.94K - $2.2K
|
48
$3.42K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$121 - $138
|
3
$214
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.02M+ 1454.96% |
$40M - $46.2M
|
1.09M
$77.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
559K+ 29.53% |
$22M - $25.4M
|
2.45M
$175M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
272K+ 12.7% |
$10.7M - $12.4M
|
2.41M
$172M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
206KNew |
$8.09M - $9.35M
|
206K
$14.7M
|
|