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
|
Grove Bank & Trust
|
SELL
|
- |
-126- 6.44% |
$6.13K - $7.76K
|
1.83K
$110K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-130- 1.06% |
$6.33K - $8.01K
|
12.1K
$732K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-145- 2.1% |
$7.06K - $8.93K
|
6.75K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 5.61% |
$7.3K - $9.24K
|
2.53K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-167- 3.53% |
$8.13K - $10.3K
|
4.56K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-192- 1.11% |
$9.35K - $11.8K
|
17.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-203- 0.56% |
$9.88K - $12.5K
|
36K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-203- 3.06% |
$9.88K - $12.5K
|
6.43K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-204- 3.44% |
$9.93K - $12.6K
|
5.73K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-205- 0.73% |
$9.98K - $12.6K
|
27.9K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-206- 1.47% |
$10K - $12.7K
|
13.8K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-218- 4.2% |
$10.6K - $13.4K
|
4.97K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-240- 1.78% |
$11.7K - $14.8K
|
13.3K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-241- 2.97% |
$11.7K - $14.8K
|
7.88K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-273- 0.7% |
$13.3K - $16.8K
|
38.7K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-292- 6.89% |
$14.2K - $18K
|
3.95K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-298- 3.25% |
$14.5K - $18.4K
|
8.86K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-299- 4.42% |
$14.6K - $18.4K
|
6.46K
$389K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-300- 3.01% |
$14.6K - $18.5K
|
9.67K
$583K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-304- 6.2% |
$14.8K - $18.7K
|
4.6K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-359- 5.2% |
$17.5K - $22.1K
|
6.55K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-361- 98.9% |
$17.6K - $22.2K
|
4
$241
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-410- 3.15% |
$20K - $25.2K
|
12.6K
$759K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-459- 77.93% |
$22.3K - $28.3K
|
130
$7.84K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-472- 24.37% |
$23K - $29.1K
|
1.47K
$88.3K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-473- 2.59% |
$23K - $29.1K
|
17.8K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-478- 4.18% |
$23.3K - $29.4K
|
11K
$661K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-497- 4.06% |
$24.2K - $30.6K
|
11.7K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-514- 2.97% |
$25K - $31.7K
|
16.8K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-517- 10.63% |
$25.2K - $31.8K
|
4.35K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-573- 8.64% |
$27.9K - $35.3K
|
6.06K
$365K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-589- 9.61% |
$28.7K - $36.3K
|
5.54K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-640- 11.81% |
$31.2K - $39.4K
|
4.78K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-650- 8.8% |
$31.6K - $40K
|
6.74K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-655- 2.24% |
$31.9K - $40.3K
|
28.6K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-661- 7.38% |
$32.2K - $40.7K
|
8.3K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-772- 13.11% |
$37.6K - $47.5K
|
5.12K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-800- 47.06% |
$38.9K - $49.3K
|
900
$54.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-821- 3.45% |
$40K - $50.6K
|
23K
$1.38M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-853- 11.33% |
$41.5K - $52.5K
|
6.68K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-885- 8.29% |
$43.1K - $54.5K
|
9.79K
$590K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-915- 3.21% |
$44.5K - $56.3K
|
27.6K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-935- 99.79% |
$45.5K - $57.6K
|
2
$121
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-935- 3.5% |
$45.5K - $57.6K
|
25.8K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-951- 1.48% |
$46.3K - $58.6K
|
63.1K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-995- 5.75% |
$48.4K - $61.3K
|
16.3K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 5.4% |
$49.2K - $62.2K
|
17.7K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.02K- 5.7% |
$49.7K - $62.8K
|
16.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.04K- 5.04% |
$50.5K - $63.9K
|
19.6K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 34.74% |
$55.4K - $70.1K
|
2.14K
$129K
|