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 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$8.42K - $9.51K
|
192
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
190+ 3.64% |
$8.33K - $9.41K
|
5.41K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
180+ 0.64% |
$7.89K - $8.91K
|
28.5K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
170+ 2.35% |
$7.45K - $8.42K
|
7.39K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
168New |
$7.36K - $8.32K
|
168
$9.68K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
167+ 1.9% |
$7.32K - $8.27K
|
8.96K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
166+ 40.89% |
$7.28K - $8.22K
|
572
$33K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
163New |
$7.14K - $8.07K
|
163
$9.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
157New |
$6.88K - $7.77K
|
157
$9.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
155+ 1.52% |
$6.79K - $7.67K
|
10.4K
$598K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
148+ 1.31% |
$6.49K - $7.33K
|
11.4K
$659K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
145+ 164.77% |
$6.36K - $7.18K
|
233
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
128New |
$5.61K - $6.34K
|
128
$7.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
124+ 0.26% |
$5.43K - $6.14K
|
47.2K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
121New |
$5.3K - $5.99K
|
121
$6.97K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115New |
$5.04K - $5.69K
|
115
$6.63K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
114+ 45.42% |
$5K - $5.64K
|
365
$21K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
112+ 1.86% |
$4.91K - $5.55K
|
6.13K
$353K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 486.36% |
$4.69K - $5.3K
|
129
$7.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
100+ 227.27% |
$4.38K - $4.95K
|
144
$8.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 227.27% |
$4.38K - $4.95K
|
144
$8.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
98New |
$4.3K - $4.85K
|
98
$5.65K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
93+ 15.74% |
$4.08K - $4.6K
|
684
$39.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
93+ 6.8% |
$4.08K - $4.6K
|
1.46K
$84.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
87+ 0.14% |
$3.81K - $4.31K
|
61.2K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
79+ 1.16% |
$3.46K - $3.91K
|
6.91K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
78+ 1.17% |
$3.42K - $3.86K
|
6.74K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
72New |
$3.16K - $3.56K
|
72
$4.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
71+ 1.08% |
$3.11K - $3.52K
|
6.66K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
64New |
$2.81K - $3.17K
|
64
$3.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56+ 27.45% |
$2.45K - $2.77K
|
260
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50+ 9.78% |
$2.19K - $2.48K
|
561
$32.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50+ 192.31% |
$2.19K - $2.48K
|
76
$4.38K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
46+ 0.4% |
$2.02K - $2.28K
|
11.6K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
37+ 4.53% |
$1.62K - $1.83K
|
854
$49.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.59% |
$1.58K - $1.78K
|
2.31K
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 1.75% |
$1.14K - $1.29K
|
1.51K
$87.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25+ 17.24% |
$1.1K - $1.24K
|
170
$9.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$1.1K - $1.24K
|
25
$1.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
25+ 0.33% |
$1.1K - $1.24K
|
7.69K
$443K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 2.07% |
$833 - $941
|
937
$54K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18New |
$789 - $891
|
18
$1.04K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
18+ 0.33% |
$789 - $891
|
5.54K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$745 - $842
|
17
$979
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
16+ 0.11% |
$701 - $792
|
14.2K
$817K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$657 - $743
|
4.91K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 10.48% |
$482 - $545
|
116
$6.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.06% |
$219 - $248
|
8.27K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.14% |
$219 - $248
|
443
$25.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$219 - $248
|
5
$288
|