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 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.8KNew |
$331K - $419K
|
6.8K
$422K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.8KNew |
$331K - $419K
|
6.8K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.79KNew |
$331K - $418K
|
6.79K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6.42K+ 25.96% |
$313K - $395K
|
31.2K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.27KNew |
$305K - $386K
|
6.27K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6.09K+ 37.73% |
$296K - $375K
|
22.2K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$296K - $374K
|
6.07K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.98K+ 21.24% |
$291K - $368K
|
34.1K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.67KNew |
$276K - $349K
|
5.67K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.47K+ 8.67% |
$266K - $337K
|
68.6K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.43K+ 11.32% |
$264K - $334K
|
53.4K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.38KNew |
$262K - $331K
|
5.38K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
5KNew |
$243K - $308K
|
5K
$310K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.95K+ 3781.68% |
$241K - $305K
|
5.09K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.91KNew |
$239K - $302K
|
4.91K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.9KNew |
$238K - $301K
|
4.9K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.86KNew |
$237K - $299K
|
4.86K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.76KNew |
$232K - $293K
|
4.76K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.74KNew |
$231K - $292K
|
4.74K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.49K+ 6.51% |
$219K - $277K
|
73.5K
$4.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.42KNew |
$215K - $272K
|
4.42K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.19K+ 24.3% |
$204K - $258K
|
21.5K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.13K+ 69.67% |
$201K - $255K
|
10.1K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.08K+ 73.6% |
$198K - $251K
|
9.61K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.04K+ 5.6% |
$196K - $248K
|
76.1K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.01KNew |
$195K - $247K
|
4.01K
$249K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.01KNew |
$195K - $247K
|
4.01K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.01KNew |
$195K - $247K
|
4.01K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
4KNew |
$195K - $246K
|
4K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.99KNew |
$194K - $246K
|
3.99K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.91KNew |
$190K - $241K
|
3.91K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.9KNew |
$190K - $240K
|
3.9K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.86K+ 16.62% |
$188K - $238K
|
27.1K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.85KNew |
$188K - $237K
|
3.85K
$239K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.81KNew |
$186K - $235K
|
3.81K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.81K+ 19.99% |
$185K - $234K
|
22.8K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.66KNew |
$178K - $225K
|
3.66K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
3.65KNew |
$178K - $225K
|
3.65K
$227K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.63KNew |
$177K - $224K
|
3.63K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.63KNew |
$177K - $223K
|
3.63K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.54K+ 28.2% |
$172K - $218K
|
16.1K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.53K+ 27.26% |
$172K - $217K
|
16.5K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.52KNew |
$172K - $217K
|
3.52K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.45K+ 50.15% |
$168K - $213K
|
10.3K
$641K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.29K+ 30.82% |
$160K - $202K
|
13.9K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 7.78% |
$159K - $201K
|
45.2K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.09K+ 23.09% |
$150K - $190K
|
16.5K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.06K+ 9.36% |
$149K - $188K
|
35.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88K+ 50.31% |
$140K - $177K
|
8.6K
$534K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.85K+ 12.1% |
$139K - $176K
|
26.4K
$1.64M
|