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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 0.98% |
$3.16K - $4K
|
6.73K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
60+ 2.57% |
$2.92K - $3.69K
|
2.39K
$149K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
57+ 8.33% |
$2.77K - $3.51K
|
741
$46K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56+ 0.81% |
$2.73K - $3.45K
|
6.96K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
54+ 0.56% |
$2.63K - $3.33K
|
9.67K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 63.86% |
$2.58K - $3.26K
|
136
$8.44K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
51+ 0.94% |
$2.48K - $3.14K
|
5.46K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 72.31% |
$2.29K - $2.89K
|
112
$6.95K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
45New |
$2.19K - $2.77K
|
45
$2.79K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44+ 23.66% |
$2.14K - $2.71K
|
230
$14.3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43+ 0.38% |
$2.09K - $2.65K
|
11.3K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43New |
$2.09K - $2.65K
|
43
$2.67K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
40+ 0.85% |
$1.95K - $2.46K
|
4.76K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
34New |
$1.66K - $2.09K
|
34
$2.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34New |
$1.66K - $2.09K
|
34
$2.11K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
30New |
$1.46K - $1.85K
|
30
$1.86K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 17.06% |
$1.41K - $1.79K
|
199
$12.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 2.15% |
$1.41K - $1.79K
|
1.38K
$85.7K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 155.56% |
$1.36K - $1.72K
|
46
$2.86K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26New |
$1.27K - $1.6K
|
26
$1.61K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
23New |
$1.12K - $1.42K
|
23
$1.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22+ 8.46% |
$1.07K - $1.35K
|
282
$17.5K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
20+ 0.38% |
$974 - $1.23K
|
5.25K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 0.16% |
$974 - $1.23K
|
12.5K
$775K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19+ 7.79% |
$925 - $1.17K
|
263
$16.3K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
16New |
$779 - $985
|
16
$993
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 1.64% |
$682 - $862
|
868
$53.9K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10+ 0.24% |
$487 - $616
|
4.13K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$292 - $369
|
6
$372
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4+ 0.03% |
$195 - $246
|
12.3K
$766K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$97.4 - $123
|
7.62K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
31.5KNew |
$1.38M - $1.56M
|
31.5K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
30.4K+ 17.73% |
$1.33M - $1.51M
|
202K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.03M - $1.16M
|
23.4K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
22.1KNew |
$969K - $1.09M
|
22.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
20.3KNew |
$890K - $1.01M
|
20.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.5K+ 61.62% |
$724K - $818K
|
43.3K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$587K - $663K
|
13.4K
$831K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9KNew |
$476K - $538K
|
10.9K
$674K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.91KNew |
$391K - $441K
|
8.91K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
7.92KNew |
$347K - $392K
|
7.92K
$491K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.85K+ 32.76% |
$344K - $389K
|
31.8K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.55KNew |
$331K - $374K
|
7.55K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.2KNew |
$316K - $357K
|
7.2K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
5.6KNew |
$245K - $277K
|
5.6K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.63KNew |
$203K - $229K
|
4.63K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.35KNew |
$191K - $215K
|
4.35K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4.08KNew |
$179K - $202K
|
4.08K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4KNew |
$175K - $198K
|
4K
$248K
|
|