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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.86KNew |
$237K - $299K
|
4.86K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.76KNew |
$232K - $293K
|
4.76K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.74KNew |
$231K - $292K
|
4.74K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.49K+ 6.51% |
$219K - $277K
|
73.5K
$4.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.42KNew |
$215K - $272K
|
4.42K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.19K+ 24.3% |
$204K - $258K
|
21.5K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.13K+ 69.67% |
$201K - $255K
|
10.1K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.08K+ 73.6% |
$198K - $251K
|
9.61K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.04K+ 5.6% |
$196K - $248K
|
76.1K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.01KNew |
$195K - $247K
|
4.01K
$242K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.01KNew |
$195K - $247K
|
4.01K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.01KNew |
$195K - $247K
|
4.01K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
4KNew |
$195K - $246K
|
4K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.99KNew |
$194K - $246K
|
3.99K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.91KNew |
$190K - $241K
|
3.91K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.9KNew |
$190K - $240K
|
3.9K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.86K+ 16.62% |
$188K - $238K
|
27.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.85KNew |
$188K - $237K
|
3.85K
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.81KNew |
$186K - $235K
|
3.81K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.81K+ 19.99% |
$185K - $234K
|
22.8K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.66KNew |
$178K - $225K
|
3.66K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
3.65KNew |
$178K - $225K
|
3.65K
$220K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.63KNew |
$177K - $224K
|
3.63K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.63KNew |
$177K - $223K
|
3.63K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.54K+ 28.2% |
$172K - $218K
|
16.1K
$971K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.53K+ 27.26% |
$172K - $217K
|
16.5K
$993K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.52KNew |
$172K - $217K
|
3.52K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.45K+ 50.15% |
$168K - $213K
|
10.3K
$623K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.29K+ 30.82% |
$160K - $202K
|
13.9K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 7.78% |
$159K - $201K
|
45.2K
$2.72M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.09K+ 23.09% |
$150K - $190K
|
16.5K
$992K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.06K+ 9.36% |
$149K - $188K
|
35.7K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88K+ 50.31% |
$140K - $177K
|
8.6K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.85K+ 12.1% |
$139K - $176K
|
26.4K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.74K+ 16.37% |
$133K - $168K
|
19.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 12.33% |
$133K - $168K
|
24.8K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 12.95% |
$125K - $158K
|
22.4K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.48K+ 15.95% |
$121K - $153K
|
18.1K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 4.2% |
$115K - $146K
|
58.7K
$3.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.35K+ 30.71% |
$114K - $145K
|
10K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 49.1% |
$114K - $145K
|
7.13K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.32K+ 44.62% |
$113K - $143K
|
7.53K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.28K+ 6.38% |
$111K - $140K
|
37.9K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.22K+ 24.63% |
$108K - $137K
|
11.2K
$677K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.13K+ 20.16% |
$103K - $131K
|
12.7K
$764K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.03K+ 21.4% |
$99K - $125K
|
11.5K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 52.99% |
$98.7K - $125K
|
5.86K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.94KNew |
$94.2K - $119K
|
1.94K
$117K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.92KNew |
$93.6K - $118K
|
1.92K
$116K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 6.9% |
$92.3K - $117K
|
29.4K
$1.77M
|