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 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.17K- 4.13% |
$57.1K - $72.2K
|
27.2K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.44K- 4.03% |
$70.1K - $88.7K
|
34.2K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.45K- 19.29% |
$70.7K - $89.5K
|
6.08K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.62K- 11.84% |
$78.6K - $99.5K
|
12K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.73K- 27.32% |
$84.2K - $107K
|
4.6K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2K- 7.52% |
$97.2K - $123K
|
24.5K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.05K- 5.11% |
$99.8K - $126K
|
38.1K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.49K- 16.67% |
$121K - $153K
|
12.5K
$751K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.53K- 18.86% |
$123K - $156K
|
10.9K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-2.56K- 6.5% |
$125K - $158K
|
36.8K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.64K- 18.13% |
$129K - $163K
|
11.9K
$719K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.7K- 19.08% |
$131K - $166K
|
11.4K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.77K- 32.52% |
$135K - $171K
|
5.76K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.79K- 0.71% |
$136K - $172K
|
393K
$23.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.31K- 2.35% |
$161K - $204K
|
138K
$8.31M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.46K- 2.54% |
$168K - $213K
|
133K
$8.01M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.79K- 2.17% |
$184K - $233K
|
171K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.9KClosed |
$190K - $240K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.33K- 6.67% |
$211K - $266K
|
60.5K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.37K- 19.76% |
$213K - $269K
|
17.7K
$1.07M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.58K- 97.22% |
$223K - $282K
|
131
$7.9K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.88K- 2.61% |
$237K - $300K
|
182K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4.99K- 12.15% |
$243K - $307K
|
36K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.09K- 35.71% |
$248K - $313K
|
9.16K
$552K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.19K- 74.14% |
$253K - $319K
|
1.81K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.48K- 29.49% |
$267K - $338K
|
13.1K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-5.96K- 37.06% |
$290K - $367K
|
10.1K
$610K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.23K- 24.81% |
$303K - $384K
|
18.9K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-6.71K- 10.85% |
$327K - $413K
|
55.1K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-8.22K- 17.41% |
$400K - $506K
|
39K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-8.48K- 2.66% |
$413K - $522K
|
310K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.51K- 3.08% |
$414K - $524K
|
268K
$16.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.53K- 6.79% |
$464K - $587K
|
131K
$7.89M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.7K- 22.21% |
$521K - $659K
|
37.5K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11K- 42.77% |
$538K - $680K
|
14.8K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 43.79% |
$595K - $753K
|
15.7K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-12.4K- 0.42% |
$604K - $764K
|
2.97M
$179M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-14.7K- 2.16% |
$714K - $903K
|
664K
$40M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.1K- 5.57% |
$786K - $994K
|
274K
$16.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-17.1K- 13.66% |
$832K - $1.05M
|
108K
$6.52M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-19.2K- 54.02% |
$936K - $1.18M
|
16.4K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.4K- 0.3% |
$942K - $1.19M
|
6.49M
$391M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-19.6K- 75.95% |
$953K - $1.21M
|
6.2K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20K- 3.89% |
$974K - $1.23M
|
495K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-26.2K- 7.28% |
$1.28M - $1.61M
|
334K
$20.1M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.5K- 63.67% |
$1.29M - $1.63M
|
15.1K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-26.9K- 18.29% |
$1.31M - $1.66M
|
120K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-30.5K- 70.55% |
$1.48M - $1.88M
|
12.7K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-33.1K- 84.65% |
$1.61M - $2.04M
|
6.01K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-33.7K- 54.71% |
$1.64M - $2.08M
|
27.9K
$1.68M
|