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 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
307+ 2.43% |
$14.9K - $18.9K
|
13K
$781K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
292+ 51.05% |
$14.2K - $18K
|
864
$52.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
275+ 0.49% |
$13.4K - $16.9K
|
56.6K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
249+ 32.13% |
$12.1K - $15.3K
|
1.02K
$61.7K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
243+ 4.1% |
$11.8K - $15K
|
6.17K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
224New |
$10.9K - $13.8K
|
224
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
223New |
$10.9K - $13.7K
|
223
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
223+ 1.32% |
$10.9K - $13.7K
|
17.1K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
222New |
$10.8K - $13.7K
|
222
$13.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
205New |
$9.98K - $12.6K
|
205
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$9.74K - $12.3K
|
200
$12.1K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
200+ 2.52% |
$9.74K - $12.3K
|
8.15K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192+ 7.64% |
$9.35K - $11.8K
|
2.71K
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
191New |
$9.3K - $11.8K
|
191
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
190+ 1.65% |
$9.25K - $11.7K
|
11.7K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
189+ 2.46% |
$9.2K - $11.6K
|
7.88K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
175+ 3.68% |
$8.52K - $10.8K
|
4.93K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
173New |
$8.42K - $10.7K
|
173
$10.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
171New |
$8.32K - $10.5K
|
171
$10.3K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
171+ 2.43% |
$8.32K - $10.5K
|
7.21K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
165New |
$8.03K - $10.2K
|
165
$9.94K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
154+ 7700.0% |
$7.5K - $9.48K
|
156
$9.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
153+ 65.67% |
$7.45K - $9.42K
|
386
$23.3K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
150+ 0.86% |
$7.3K - $9.24K
|
17.5K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
150New |
$7.3K - $9.24K
|
150
$9.04K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
138+ 2.98% |
$6.72K - $8.5K
|
4.76K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
138+ 3.01% |
$6.72K - $8.5K
|
4.72K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
137+ 1.34% |
$6.67K - $8.44K
|
10.3K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
124+ 1.11% |
$6.04K - $7.64K
|
11.3K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
119+ 1.44% |
$5.79K - $7.33K
|
8.39K
$506K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115+ 100.0% |
$5.6K - $7.08K
|
230
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
111New |
$5.4K - $6.84K
|
111
$6.69K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 12.64% |
$5.11K - $6.47K
|
936
$56.4K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102+ 0.43% |
$4.97K - $6.28K
|
24K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
101+ 0.8% |
$4.92K - $6.22K
|
12.7K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
101+ 4.31% |
$4.92K - $6.22K
|
2.45K
$147K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100+ 20.0% |
$4.87K - $6.16K
|
600
$36.2K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100+ 2.56% |
$4.87K - $6.16K
|
4K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100+ 5.48% |
$4.87K - $6.16K
|
1.93K
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
99+ 137.5% |
$4.82K - $6.1K
|
171
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
90+ 1.34% |
$4.38K - $5.54K
|
6.83K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
86+ 8600.0% |
$4.19K - $5.3K
|
87
$5.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
85New |
$4.14K - $5.23K
|
85
$5.12K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85New |
$4.14K - $5.23K
|
85
$5.12K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85+ 30.8% |
$4.14K - $5.23K
|
361
$21.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
67+ 1.21% |
$3.26K - $4.13K
|
5.61K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 0.98% |
$3.16K - $4K
|
6.73K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
60+ 2.57% |
$2.92K - $3.69K
|
2.39K
$144K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
57+ 8.33% |
$2.77K - $3.51K
|
741
$44.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56+ 0.81% |
$2.73K - $3.45K
|
6.96K
$420K
|