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
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.09KNew |
$50.7K - $66.3K
|
1.09K
$70.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1.07K+ 6.04% |
$50.1K - $65.6K
|
18.9K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.07K+ 16.58% |
$49.8K - $65.1K
|
7.5K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.06K+ 4.72% |
$49.5K - $64.8K
|
23.5K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 4.42% |
$47.1K - $61.6K
|
23.9K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
971+ 1.74% |
$45.3K - $59.3K
|
56.8K
$3.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
929+ 2.14% |
$43.4K - $56.8K
|
44.2K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
923+ 13.59% |
$43.1K - $56.4K
|
7.72K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
879+ 5.14% |
$41K - $53.7K
|
18K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
877+ 40.98% |
$40.9K - $53.6K
|
3.02K
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
872+ 11.06% |
$40.7K - $53.3K
|
8.75K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
869+ 3.5% |
$40.6K - $53.1K
|
25.7K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
850+ 17.87% |
$39.7K - $51.9K
|
5.61K
$364K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
835+ 6.68% |
$39K - $51K
|
13.3K
$866K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
826+ 5.39% |
$38.6K - $50.5K
|
16.2K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
782+ 2.15% |
$36.5K - $47.8K
|
37.2K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
703+ 3.58% |
$32.8K - $42.9K
|
20.3K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
672+ 1.96% |
$31.4K - $41.1K
|
34.9K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
655+ 6.34% |
$30.6K - $40K
|
11K
$714K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
653+ 6.79% |
$30.5K - $39.9K
|
10.3K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
644New |
$30.1K - $39.3K
|
644
$41.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
628+ 690.11% |
$29.3K - $38.4K
|
719
$46.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
625+ 3.53% |
$29.2K - $38.2K
|
18.3K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
616+ 9.12% |
$28.8K - $37.6K
|
7.37K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
600+ 13.56% |
$28K - $36.7K
|
5.02K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
600+ 15.19% |
$28K - $36.7K
|
4.55K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
592+ 346.2% |
$27.6K - $36.2K
|
763
$49.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
537New |
$25.1K - $32.8K
|
537
$34.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
527+ 5.37% |
$24.6K - $32.2K
|
10.3K
$672K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
511New |
$23.9K - $31.2K
|
511
$33.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
510New |
$23.8K - $31.2K
|
510
$33.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
510+ 14.07% |
$23.8K - $31.2K
|
4.14K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
462+ 2.01% |
$21.6K - $28.2K
|
23.4K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
448+ 3.34% |
$20.9K - $27.4K
|
13.9K
$901K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
447+ 5.48% |
$20.9K - $27.3K
|
8.6K
$559K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
438+ 6.08% |
$20.4K - $26.8K
|
7.65K
$497K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
379+ 8.23% |
$17.7K - $23.2K
|
4.98K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
376+ 0.64% |
$17.6K - $23K
|
59.1K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
368+ 10.41% |
$17.2K - $22.5K
|
3.9K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
366+ 3.17% |
$17.1K - $22.4K
|
11.9K
$773K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
330+ 4.28% |
$15.4K - $20.2K
|
8.03K
$522K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
322+ 2.13% |
$15K - $19.7K
|
15.5K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
321New |
$15K - $19.6K
|
321
$20.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
320+ 1.45% |
$14.9K - $19.5K
|
22.3K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
317+ 2.91% |
$14.8K - $19.4K
|
11.2K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
317+ 20.75% |
$14.8K - $19.4K
|
1.85K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
309+ 0.98% |
$14.4K - $18.9K
|
31.9K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300+ 230.77% |
$14K - $18.3K
|
430
$27.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
298+ 3.36% |
$13.9K - $18.2K
|
9.16K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
296+ 8.4% |
$13.8K - $18.1K
|
3.82K
$248K
|