Purchases and Sales Made in Q2 2025 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
11.2KNew |
$522K - $684K
|
11.2K
$727K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11.1K+ 1258.03% |
$519K - $679K
|
12K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
11.1K+ 94.63% |
$519K - $679K
|
22.9K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.6K+ 9.17% |
$493K - $645K
|
126K
$8.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.13KNew |
$426K - $558K
|
9.13K
$593K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.93K+ 8.22% |
$417K - $546K
|
118K
$7.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.91K+ 17.36% |
$416K - $544K
|
60.2K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.89K+ 107.64% |
$415K - $543K
|
17.2K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
8.82K+ 150.62% |
$412K - $539K
|
14.7K
$953K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.66K+ 10.33% |
$404K - $529K
|
92.5K
$6.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
8.54KNew |
$399K - $522K
|
8.54K
$555K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.51K+ 50.94% |
$397K - $520K
|
25.2K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.35K+ 1.69% |
$390K - $510K
|
503K
$32.7M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
8.33K+ 18.28% |
$389K - $509K
|
53.9K
$3.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.09K+ 41.61% |
$378K - $494K
|
27.5K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.95K+ 11.59% |
$371K - $485K
|
76.5K
$4.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.8K+ 20.05% |
$364K - $477K
|
46.7K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.56K+ 3.62% |
$353K - $462K
|
216K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
7.1KNew |
$331K - $434K
|
7.1K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.07K+ 53.31% |
$330K - $432K
|
20.3K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.07K+ 44.87% |
$330K - $432K
|
22.8K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
7.04KNew |
$328K - $430K
|
7.04K
$457K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7KNew |
$327K - $427K
|
7K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$322K - $422K
|
6.91K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.7K+ 115.52% |
$313K - $409K
|
12.5K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.64K+ 33.93% |
$310K - $406K
|
26.2K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.53K+ 138.38% |
$305K - $399K
|
11.2K
$730K
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.4K+ 207.79% |
$299K - $391K
|
9.48K
$616K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.29KNew |
$294K - $384K
|
6.29K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.72K+ 35.53% |
$267K - $350K
|
21.8K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.69K+ 2.08% |
$265K - $347K
|
279K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.46K+ 45.75% |
$255K - $333K
|
17.4K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.19K+ 25.68% |
$242K - $317K
|
25.4K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.96KNew |
$232K - $303K
|
4.96K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.93KNew |
$230K - $301K
|
4.93K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.93K+ 78.83% |
$230K - $301K
|
11.2K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.9K+ 22.04% |
$229K - $299K
|
27.1K
$1.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
4.82KNew |
$225K - $295K
|
4.82K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.79KNew |
$224K - $293K
|
4.79K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.77KNew |
$223K - $291K
|
4.77K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.37KNew |
$204K - $267K
|
4.37K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.34K+ 0.04% |
$203K - $265K
|
10.4M
$675M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 112.99% |
$202K - $265K
|
8.17K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.26KNew |
$199K - $260K
|
4.26K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.18K+ 17.64% |
$195K - $256K
|
27.9K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.07K+ 1.22% |
$190K - $249K
|
338K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.07K+ 10.68% |
$190K - $249K
|
42.2K
$2.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.05KNew |
$189K - $247K
|
4.05K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4K+ 78.21% |
$187K - $244K
|
9.12K
$592K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.8KNew |
$178K - $232K
|
3.8K
$247K
|