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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
1K+ 0.47% |
$43.8K - $49.5K
|
214K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1KNew |
$43.8K - $49.5K
|
1K
$57.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
863+ 1.73% |
$37.8K - $42.7K
|
50.8K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
812+ 7.05% |
$35.6K - $40.2K
|
12.3K
$710K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
805+ 116.16% |
$35.3K - $39.9K
|
1.5K
$86.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
789+ 8.24% |
$34.6K - $39.1K
|
10.4K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
759+ 6.39% |
$33.3K - $37.6K
|
12.6K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
739+ 2.72% |
$32.4K - $36.6K
|
27.9K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
693+ 12.29% |
$30.4K - $34.3K
|
6.33K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
686+ 2.82% |
$30.1K - $34K
|
25K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
678+ 0.59% |
$29.7K - $33.6K
|
115K
$6.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
678+ 7.41% |
$29.7K - $33.6K
|
9.83K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
659+ 56.91% |
$28.9K - $32.6K
|
1.82K
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
632+ 42.7% |
$27.7K - $31.3K
|
2.11K
$122K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
606New |
$26.6K - $30K
|
606
$34.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
600+ 9.51% |
$26.3K - $29.7K
|
6.91K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
581+ 4.85% |
$25.5K - $28.8K
|
12.6K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
559+ 29.21% |
$24.5K - $27.7K
|
2.47K
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
549+ 2.38% |
$24.1K - $27.2K
|
23.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
539+ 3.22% |
$23.6K - $26.7K
|
17.3K
$995K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
518+ 3.65% |
$22.7K - $25.6K
|
14.7K
$847K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
500New |
$21.9K - $24.8K
|
500
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
493New |
$21.6K - $24.4K
|
493
$28.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
485+ 6.32% |
$21.3K - $24K
|
8.16K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
485New |
$21.3K - $24K
|
485
$27.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
483+ 15.82% |
$21.2K - $23.9K
|
3.54K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
479+ 7.11% |
$21K - $23.7K
|
7.22K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
462+ 2.65% |
$20.2K - $22.9K
|
17.9K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
456+ 342.86% |
$20K - $22.6K
|
589
$33.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
429+ 9.01% |
$18.8K - $21.2K
|
5.19K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
417+ 5.79% |
$18.3K - $20.6K
|
7.62K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
394+ 20.31% |
$17.3K - $19.5K
|
2.33K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
388+ 2.74% |
$17K - $19.2K
|
14.6K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
349+ 0.88% |
$15.3K - $17.3K
|
40.2K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
321+ 6.15% |
$14.1K - $15.9K
|
5.54K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
297+ 3.19% |
$13K - $14.7K
|
9.61K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
284New |
$12.4K - $14.1K
|
284
$16.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
275+ 2.65% |
$12.1K - $13.6K
|
10.7K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
272+ 0.77% |
$11.9K - $13.5K
|
35.7K
$2.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
270+ 1.35% |
$11.8K - $13.4K
|
20.2K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
265+ 3.91% |
$11.6K - $13.1K
|
7.04K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
250+ 3.92% |
$11K - $12.4K
|
6.64K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
249+ 3.42% |
$10.9K - $12.3K
|
7.53K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
245+ 1.44% |
$10.7K - $12.1K
|
17.3K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
245+ 1.44% |
$10.7K - $12.1K
|
17.3K
$997K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
244New |
$10.7K - $12.1K
|
244
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
210+ 58.17% |
$9.2K - $10.4K
|
571
$32.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205+ 6.67% |
$8.99K - $10.1K
|
3.28K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
202New |
$8.85K - $10K
|
202
$11.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
200+ 200.0% |
$8.77K - $9.9K
|
300
$17.3K
|