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 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
442+ 3.01% |
$21.5K - $27.2K
|
15.1K
$940K
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
436+ 0.54% |
$21.2K - $26.8K
|
81.5K
$5.06M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
417+ 113.93% |
$20.3K - $25.7K
|
783
$48.6K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
404+ 1.71% |
$19.7K - $24.9K
|
24K
$1.49M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
400New |
$19.5K - $24.6K
|
400
$24.8K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
387+ 4.74% |
$18.8K - $23.8K
|
8.54K
$530K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
364+ 24.93% |
$17.7K - $22.4K
|
1.82K
$113K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
355+ 1.66% |
$17.3K - $21.9K
|
21.7K
$1.35M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
323+ 1.7% |
$15.7K - $19.9K
|
19.4K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
307+ 2.43% |
$14.9K - $18.9K
|
13K
$804K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
292+ 51.05% |
$14.2K - $18K
|
864
$53.6K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
275+ 0.49% |
$13.4K - $16.9K
|
56.6K
$3.51M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
249+ 32.13% |
$12.1K - $15.3K
|
1.02K
$63.6K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
243+ 4.1% |
$11.8K - $15K
|
6.17K
$383K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
224New |
$10.9K - $13.8K
|
224
$13.9K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
223+ 1.32% |
$10.9K - $13.7K
|
17.1K
$1.06M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
223New |
$10.9K - $13.7K
|
223
$13.8K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
222New |
$10.8K - $13.7K
|
222
$13.8K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
205New |
$9.98K - $12.6K
|
205
$12.7K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$9.74K - $12.3K
|
200
$12.4K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
200+ 2.52% |
$9.74K - $12.3K
|
8.15K
$506K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192+ 7.64% |
$9.35K - $11.8K
|
2.71K
$168K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
191New |
$9.3K - $11.8K
|
191
$11.9K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
190+ 1.65% |
$9.25K - $11.7K
|
11.7K
$726K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
175+ 3.68% |
$8.52K - $10.8K
|
4.93K
$306K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
173New |
$8.42K - $10.7K
|
173
$10.7K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
171+ 2.43% |
$8.32K - $10.5K
|
7.21K
$447K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
171New |
$8.32K - $10.5K
|
171
$10.6K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
165New |
$8.03K - $10.2K
|
165
$10.2K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
154+ 7700.0% |
$7.5K - $9.48K
|
156
$9.68K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
153+ 65.67% |
$7.45K - $9.42K
|
386
$24K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
150+ 0.86% |
$7.3K - $9.24K
|
17.5K
$1.09M
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
150New |
$7.3K - $9.24K
|
150
$9.31K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
138+ 3.01% |
$6.72K - $8.5K
|
4.72K
$293K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
124+ 1.11% |
$6.04K - $7.64K
|
11.3K
$700K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
119+ 1.44% |
$5.79K - $7.33K
|
8.39K
$521K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
111New |
$5.4K - $6.84K
|
111
$6.89K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 12.64% |
$5.11K - $6.47K
|
936
$58.1K
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
101+ 0.8% |
$4.92K - $6.22K
|
12.7K
$785K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
101+ 4.31% |
$4.92K - $6.22K
|
2.45K
$152K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100+ 2.56% |
$4.87K - $6.16K
|
4K
$248K
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100+ 20.0% |
$4.87K - $6.16K
|
600
$37.2K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100+ 5.48% |
$4.87K - $6.16K
|
1.93K
$120K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
99+ 137.5% |
$4.82K - $6.1K
|
171
$10.6K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
90+ 1.34% |
$4.38K - $5.54K
|
6.83K
$424K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
86+ 8600.0% |
$4.19K - $5.3K
|
87
$5.4K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85+ 30.8% |
$4.14K - $5.23K
|
361
$22.4K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85New |
$4.14K - $5.23K
|
85
$5.28K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85New |
$4.14K - $5.23K
|
85
$5.28K
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
67+ 1.21% |
$3.26K - $4.13K
|
5.61K
$348K
|