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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.74K+ 16.37% |
$133K - $168K
|
19.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 12.33% |
$133K - $168K
|
24.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 12.95% |
$125K - $158K
|
22.4K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.48K+ 15.95% |
$121K - $153K
|
18.1K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 4.2% |
$115K - $146K
|
58.7K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 49.1% |
$114K - $145K
|
7.13K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.28K+ 6.38% |
$111K - $140K
|
37.9K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.22K+ 24.63% |
$108K - $137K
|
11.2K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.13K+ 20.16% |
$103K - $131K
|
12.7K
$786K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.03K+ 21.4% |
$99K - $125K
|
11.5K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 52.99% |
$98.7K - $125K
|
5.86K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.94KNew |
$94.2K - $119K
|
1.94K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.92KNew |
$93.6K - $118K
|
1.92K
$119K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 12.72% |
$86.6K - $109K
|
15.8K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.76K+ 5.91% |
$85.6K - $108K
|
31.5K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 172200.0% |
$83.8K - $106K
|
1.72K
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.67K+ 6.65% |
$81.1K - $103K
|
26.7K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.55K+ 1.34% |
$75.5K - $95.4K
|
117K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 0.85% |
$67.5K - $85.4K
|
165K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 55.03% |
$66.3K - $83.8K
|
3.83K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.33K+ 1.22% |
$64.9K - $82.1K
|
111K
$6.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 11.64% |
$61.1K - $77.3K
|
12K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.22KNew |
$59.5K - $75.3K
|
1.22K
$75.9K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.17K+ 24.02% |
$56.7K - $71.7K
|
6.02K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 1.96% |
$55.9K - $70.7K
|
59.7K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 12.68% |
$53.8K - $68K
|
9.82K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.08K+ 7.59% |
$52.5K - $66.4K
|
15.3K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 4.79% |
$49.9K - $63.1K
|
22.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.01K+ 21.15% |
$49.3K - $62.3K
|
5.8K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
988+ 4.6% |
$48.1K - $60.8K
|
22.5K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
978+ 5.13% |
$47.6K - $60.2K
|
20K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
978+ 9.95% |
$47.6K - $60.2K
|
10.8K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
970+ 1.77% |
$47.2K - $59.7K
|
55.8K
$3.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
963+ 4.57% |
$46.9K - $59.3K
|
22K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
959+ 8.9% |
$46.7K - $59.1K
|
11.7K
$728K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
884New |
$43K - $54.4K
|
884
$54.9K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
874New |
$42.5K - $53.8K
|
874
$54.2K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
851+ 376.55% |
$41.4K - $52.4K
|
1.08K
$66.8K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
752+ 4.71% |
$36.6K - $46.3K
|
16.7K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
750New |
$36.5K - $46.2K
|
750
$46.6K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
744+ 2.43% |
$36.2K - $45.8K
|
31.4K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
687+ 3.85% |
$33.4K - $42.3K
|
18.5K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
663+ 6.39% |
$32.3K - $40.8K
|
11K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
570+ 282.18% |
$27.7K - $35.1K
|
772
$47.9K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
523+ 9.82% |
$25.5K - $32.2K
|
5.85K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
522New |
$25.4K - $32.1K
|
522
$32.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
492+ 59.42% |
$24K - $30.3K
|
1.32K
$81.9K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
486+ 4.17% |
$23.7K - $29.9K
|
12.1K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
459+ 7.92% |
$22.3K - $28.3K
|
6.25K
$388K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
450+ 1.96% |
$21.9K - $27.7K
|
23.4K
$1.45M
|