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 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
54+ 0.56% |
$2.63K - $3.33K
|
9.67K
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 63.86% |
$2.58K - $3.26K
|
136
$8.2K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
51+ 0.94% |
$2.48K - $3.14K
|
5.46K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 72.31% |
$2.29K - $2.89K
|
112
$6.75K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
45New |
$2.19K - $2.77K
|
45
$2.71K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44+ 23.66% |
$2.14K - $2.71K
|
230
$13.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43New |
$2.09K - $2.65K
|
43
$2.59K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43+ 0.38% |
$2.09K - $2.65K
|
11.3K
$682K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
40+ 0.85% |
$1.95K - $2.46K
|
4.76K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
34New |
$1.66K - $2.09K
|
34
$2.05K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
34New |
$1.66K - $2.09K
|
34
$2.05K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
30New |
$1.46K - $1.85K
|
30
$1.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 2.15% |
$1.41K - $1.79K
|
1.38K
$83.2K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 17.06% |
$1.41K - $1.79K
|
199
$12K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 155.56% |
$1.36K - $1.72K
|
46
$2.77K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26New |
$1.27K - $1.6K
|
26
$1.57K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
23New |
$1.12K - $1.42K
|
23
$1.39K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22+ 8.46% |
$1.07K - $1.35K
|
282
$17K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 0.16% |
$974 - $1.23K
|
12.5K
$753K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
20+ 0.38% |
$974 - $1.23K
|
5.25K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19+ 7.79% |
$925 - $1.17K
|
263
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
16New |
$779 - $985
|
16
$964
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 1.64% |
$682 - $862
|
868
$52.3K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10+ 0.24% |
$487 - $616
|
4.13K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6New |
$292 - $369
|
6
$362
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
4+ 0.03% |
$195 - $246
|
12.3K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$97.4 - $123
|
7.62K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-10- 0.68% |
$487 - $616
|
1.47K
$88.7K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 7.53% |
$535 - $677
|
135
$8.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 32.5% |
$633 - $801
|
27
$1.63K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-18- 20.69% |
$876 - $1.11K
|
69
$4.16K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-23- 3.8% |
$1.12K - $1.42K
|
583
$35.1K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 12.12% |
$1.36K - $1.72K
|
203
$12.2K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 7.37% |
$1.61K - $2.03K
|
415
$25K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 29.46% |
$1.85K - $2.34K
|
91
$5.48K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43- 0.78% |
$2.09K - $2.65K
|
5.49K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-50- 65.79% |
$2.43K - $3.08K
|
26
$1.57K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 47.41% |
$2.68K - $3.39K
|
61
$3.68K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59- 1.27% |
$2.87K - $3.63K
|
4.6K
$277K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-67- 22.11% |
$3.26K - $4.13K
|
236
$14.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-69- 1.52% |
$3.36K - $4.25K
|
4.46K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-75- 0.93% |
$3.65K - $4.62K
|
7.95K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-90- 4.26% |
$4.38K - $5.54K
|
2.02K
$122K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-95- 6.27% |
$4.62K - $5.85K
|
1.42K
$85.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-99- 6.08% |
$4.82K - $6.1K
|
1.53K
$92.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 33.33% |
$4.87K - $6.16K
|
200
$12.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-105- 2.19% |
$5.11K - $6.47K
|
4.69K
$283K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-105- 1.29% |
$5.11K - $6.47K
|
8.05K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 50.0% |
$5.6K - $7.08K
|
115
$6.93K
|