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
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.95KNew |
$85.5K - $96.5K
|
1.95K
$121K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.64KNew |
$71.9K - $81.2K
|
1.64K
$102K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.44K+ 4.2% |
$63.1K - $71.3K
|
35.7K
$2.22M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.16K+ 7.23% |
$50.8K - $57.4K
|
17.2K
$1.07M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
789+ 8.24% |
$34.6K - $39.1K
|
10.4K
$643K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
739+ 2.72% |
$32.4K - $36.6K
|
27.9K
$1.73M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
659+ 56.91% |
$28.9K - $32.6K
|
1.82K
$113K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
600+ 9.51% |
$26.3K - $29.7K
|
6.91K
$429K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
493New |
$21.6K - $24.4K
|
493
$30.6K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
485New |
$21.3K - $24K
|
485
$30.1K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
483+ 15.82% |
$21.2K - $23.9K
|
3.54K
$219K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
479+ 7.11% |
$21K - $23.7K
|
7.22K
$448K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
284New |
$12.4K - $14.1K
|
284
$17.6K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
270+ 1.35% |
$11.8K - $13.4K
|
20.2K
$1.25M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
210+ 58.17% |
$9.2K - $10.4K
|
571
$35.4K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$8.42K - $9.51K
|
192
$11.9K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
168New |
$7.36K - $8.32K
|
168
$10.4K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
163New |
$7.14K - $8.07K
|
163
$10.1K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
157New |
$6.88K - $7.77K
|
157
$9.74K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
128New |
$5.61K - $6.34K
|
128
$7.94K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
121New |
$5.3K - $5.99K
|
121
$7.51K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 227.27% |
$4.38K - $4.95K
|
144
$8.94K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
100+ 227.27% |
$4.38K - $4.95K
|
144
$8.94K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
98New |
$4.3K - $4.85K
|
98
$6.08K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
93New |
$4.08K - $4.6K
|
93
$5.77K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
87+ 0.14% |
$3.81K - $4.31K
|
61.2K
$3.8M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
64New |
$2.81K - $3.17K
|
64
$3.97K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50+ 9.78% |
$2.19K - $2.48K
|
561
$34.8K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.59% |
$1.58K - $1.78K
|
2.31K
$143K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25New |
$1.1K - $1.24K
|
25
$1.55K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$745 - $842
|
17
$1.06K
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
16+ 0.11% |
$701 - $792
|
14.2K
$881K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$657 - $743
|
15
$931
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10New |
$438 - $495
|
10
$621
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.14% |
$219 - $248
|
443
$27.5K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$219 - $248
|
5
$310
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 4.08% |
$87.7 - $99
|
51
$3.17K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.33% |
$43.8 - $49.5
|
76
$4.72K
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.1MNew |
$125M - $142M
|
3.1M
$192M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
121KNew |
$4.9M - $5.56M
|
121K
$7.52M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
44.6K+ 94.49% |
$1.8M - $2.05M
|
91.8K
$5.7M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
42.5KNew |
$1.72M - $1.95M
|
42.5K
$2.64M
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.8KNew |
$842K - $956K
|
20.8K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
19.6K+ 143.67% |
$793K - $901K
|
33.3K
$2.07M
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
9.72KNew |
$393K - $446K
|
9.72K
$603K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
9.3K+ 7.65% |
$376K - $427K
|
131K
$8.12M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.83KNew |
$235K - $267K
|
5.83K
$362K
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5.68KNew |
$230K - $261K
|
5.68K
$353K
|