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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.75KNew |
$175K - $229K
|
3.75K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.75K+ 6.61% |
$175K - $229K
|
60.4K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.74KNew |
$175K - $229K
|
3.74K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.71KNew |
$173K - $227K
|
3.71K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.63KNew |
$169K - $222K
|
3.63K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$168K - $219K
|
3.59K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.57K+ 195.56% |
$167K - $218K
|
5.39K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.55KNew |
$166K - $217K
|
3.55K
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.5KNew |
$163K - $214K
|
3.5K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.48KNew |
$162K - $212K
|
3.48K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.47K+ 21.04% |
$162K - $212K
|
20K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.43K+ 34.08% |
$160K - $210K
|
13.5K
$877K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.35KNew |
$156K - $204K
|
3.35K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
3.34KNew |
$156K - $204K
|
3.34K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.31K+ 7.65% |
$154K - $202K
|
46.5K
$3.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.14K+ 7.32% |
$147K - $192K
|
46K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.12K+ 11.19% |
$146K - $191K
|
31K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.07K+ 24.19% |
$143K - $187K
|
15.7K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 12.17% |
$141K - $185K
|
27.9K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.01K+ 54.8% |
$140K - $184K
|
8.49K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.94K+ 3.07% |
$137K - $180K
|
98.7K
$6.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
2.91K+ 0.1% |
$136K - $178K
|
2.97M
$193M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.79K+ 23.73% |
$130K - $170K
|
14.5K
$943K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.76KNew |
$129K - $168K
|
2.76K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.75K+ 2.35% |
$129K - $168K
|
120K
$7.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.73K+ 50.73% |
$127K - $167K
|
8.11K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.58K+ 50.66% |
$120K - $157K
|
7.66K
$498K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.56K+ 3.14% |
$120K - $156K
|
84.1K
$5.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 7.48% |
$119K - $156K
|
36.7K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.48K+ 10.34% |
$116K - $151K
|
26.4K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 35.47% |
$101K - $132K
|
8.23K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.15K+ 27.15% |
$100K - $131K
|
10.1K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
2.08K+ 20.55% |
$97.1K - $127K
|
12.2K
$793K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
2K+ 19.35% |
$93.3K - $122K
|
12.3K
$801K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.91K+ 42.72% |
$89K - $116K
|
6.37K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.9K+ 19.0% |
$88.6K - $116K
|
11.9K
$773K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.87K+ 103.04% |
$87.1K - $114K
|
3.68K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.81K+ 34.45% |
$84.4K - $110K
|
7.06K
$458K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.8K+ 18.43% |
$83.8K - $110K
|
11.5K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.64K+ 3.07% |
$76.6K - $100K
|
55.1K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.61K+ 5.1% |
$74.9K - $98K
|
33.1K
$2.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.6K+ 5.93% |
$74.9K - $98K
|
28.7K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 6.02% |
$63K - $82.4K
|
23.7K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.34K+ 33.38% |
$62.4K - $81.7K
|
5.34K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.3K+ 22.49% |
$60.5K - $79.1K
|
7.05K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.24K+ 8.1% |
$57.8K - $75.7K
|
16.5K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.2K+ 62.51% |
$56.1K - $73.4K
|
3.13K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.19K+ 25.8% |
$55.4K - $72.5K
|
5.79K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.16K+ 7.04% |
$54.1K - $70.9K
|
17.6K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$51.4K - $67.3K
|
1.1K
$71.5K
|