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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 12.72% |
$86.6K - $109K
|
15.8K
$949K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.76K+ 5.91% |
$85.6K - $108K
|
31.5K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 172200.0% |
$83.8K - $106K
|
1.72K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.67K+ 6.65% |
$81.1K - $103K
|
26.7K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
1.55K+ 1.34% |
$75.5K - $95.4K
|
117K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.44K+ 18.08% |
$70.1K - $88.7K
|
9.41K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 0.85% |
$67.5K - $85.4K
|
165K
$9.96M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.38K+ 29.14% |
$67.3K - $85.1K
|
6.12K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 55.03% |
$66.3K - $83.8K
|
3.83K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.33K+ 1.22% |
$64.9K - $82.1K
|
111K
$6.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 11.64% |
$61.1K - $77.3K
|
12K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.22KNew |
$59.5K - $75.3K
|
1.22K
$73.7K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.17K+ 24.02% |
$56.7K - $71.7K
|
6.02K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 1.96% |
$55.9K - $70.7K
|
59.7K
$3.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 12.68% |
$53.8K - $68K
|
9.82K
$592K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.08K+ 7.59% |
$52.5K - $66.4K
|
15.3K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 4.46% |
$51.6K - $65.2K
|
24.8K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 4.79% |
$49.9K - $63.1K
|
22.4K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.01K+ 21.15% |
$49.3K - $62.3K
|
5.8K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
988+ 4.6% |
$48.1K - $60.8K
|
22.5K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
978+ 5.13% |
$47.6K - $60.2K
|
20K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
978+ 9.95% |
$47.6K - $60.2K
|
10.8K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
970+ 1.77% |
$47.2K - $59.7K
|
55.8K
$3.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
963+ 4.57% |
$46.9K - $59.3K
|
22K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
959+ 8.9% |
$46.7K - $59.1K
|
11.7K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
884New |
$43K - $54.4K
|
884
$53.3K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
874New |
$42.5K - $53.8K
|
874
$52.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
851+ 376.55% |
$41.4K - $52.4K
|
1.08K
$64.9K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
752+ 4.71% |
$36.6K - $46.3K
|
16.7K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
750New |
$36.5K - $46.2K
|
750
$45.2K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
744+ 2.43% |
$36.2K - $45.8K
|
31.4K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
687+ 3.85% |
$33.4K - $42.3K
|
18.5K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
663+ 6.39% |
$32.3K - $40.8K
|
11K
$665K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
638+ 4.87% |
$31.1K - $39.3K
|
13.7K
$828K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
570+ 282.18% |
$27.7K - $35.1K
|
772
$46.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
523+ 9.82% |
$25.5K - $32.2K
|
5.85K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
522New |
$25.4K - $32.1K
|
522
$31.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
492+ 59.42% |
$24K - $30.3K
|
1.32K
$79.6K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
486+ 4.17% |
$23.7K - $29.9K
|
12.1K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
459+ 7.92% |
$22.3K - $28.3K
|
6.25K
$377K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
450+ 1.96% |
$21.9K - $27.7K
|
23.4K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
442+ 3.01% |
$21.5K - $27.2K
|
15.1K
$913K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
436+ 0.54% |
$21.2K - $26.8K
|
81.5K
$4.91M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
417+ 113.93% |
$20.3K - $25.7K
|
783
$47.2K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
404+ 1.71% |
$19.7K - $24.9K
|
24K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
400New |
$19.5K - $24.6K
|
400
$24.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
387+ 4.74% |
$18.8K - $23.8K
|
8.54K
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
364+ 24.93% |
$17.7K - $22.4K
|
1.82K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
355+ 1.66% |
$17.3K - $21.9K
|
21.7K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
323+ 1.7% |
$15.7K - $19.9K
|
19.4K
$1.17M
|