Purchases and Sales Made in Q1 2025 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q1 2025. The information is specifically focused on institutions that hold shares of HSBC HOLDINGS PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
18KNew |
$878K - $1.11M
|
18K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.3K+ 22.08% |
$843K - $1.07M
|
95.8K
$5.77M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
17K+ 120.26% |
$829K - $1.05M
|
31.2K
$1.88M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
17K+ 254.16% |
$829K - $1.05M
|
23.7K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.7KNew |
$813K - $1.03M
|
16.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1K+ 63.02% |
$783K - $991K
|
41.6K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.1K+ 39.62% |
$783K - $990K
|
56.7K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 174.47% |
$722K - $913K
|
23.3K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13.6K+ 1360.7% |
$662K - $838K
|
14.6K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.4KNew |
$653K - $827K
|
13.4K
$809K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
12.9K+ 859.75% |
$627K - $793K
|
14.4K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 25.07% |
$620K - $784K
|
63.5K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.5KNew |
$609K - $771K
|
12.5K
$754K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12K+ 12.44% |
$586K - $741K
|
109K
$6.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 23.42% |
$558K - $706K
|
60.4K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1KNew |
$542K - $685K
|
11.1K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
11KNew |
$537K - $680K
|
11K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
10.7KNew |
$522K - $660K
|
10.7K
$646K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.5K+ 22.44% |
$509K - $644K
|
57.1K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 35.97% |
$501K - $634K
|
38.9K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10.2K+ 40.3% |
$495K - $627K
|
35.4K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 30.64% |
$493K - $624K
|
43.2K
$2.6M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
BUY
|
- |
10.1KNew |
$492K - $622K
|
10.1K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10K+ 501.3% |
$488K - $618K
|
12K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
10KNew |
$487K - $616K
|
10K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
8.81K+ 5.09% |
$429K - $542K
|
182K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.66K+ 8.13% |
$422K - $534K
|
115K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.26KNew |
$402K - $509K
|
8.26K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.18K+ 102.85% |
$398K - $504K
|
16.1K
$972K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.7KNew |
$375K - $474K
|
7.7K
$464K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7.12KNew |
$347K - $439K
|
7.12K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.07KNew |
$344K - $435K
|
7.07K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.88K+ 17.0% |
$335K - $424K
|
47.4K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
6.87K+ 14.01% |
$335K - $423K
|
55.9K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
6.86K+ 53.59% |
$334K - $422K
|
19.6K
$1.18M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.8KNew |
$331K - $419K
|
6.8K
$410K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.8KNew |
$331K - $419K
|
6.8K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.79KNew |
$331K - $418K
|
6.79K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
6.42K+ 25.96% |
$313K - $395K
|
31.2K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.27KNew |
$305K - $386K
|
6.27K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6.09K+ 37.73% |
$296K - $375K
|
22.2K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$296K - $374K
|
6.07K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.98K+ 21.24% |
$291K - $368K
|
34.1K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.67KNew |
$276K - $349K
|
5.67K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.47K+ 8.67% |
$266K - $337K
|
68.6K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.43K+ 11.32% |
$264K - $334K
|
53.4K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.38KNew |
$262K - $331K
|
5.38K
$324K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.95K+ 3781.68% |
$241K - $305K
|
5.09K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.91KNew |
$239K - $302K
|
4.91K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.9KNew |
$238K - $301K
|
4.9K
$295K
|