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 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
289+ 2.62% |
$13.5K - $17.7K
|
11.3K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
287+ 1.76% |
$13.4K - $17.5K
|
16.6K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
261+ 152.63% |
$12.2K - $15.9K
|
432
$28.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
259+ 4.23% |
$12.1K - $15.8K
|
6.38K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
253+ 1.5% |
$11.8K - $15.5K
|
17.1K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
246+ 0.86% |
$11.5K - $15K
|
28.9K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
234+ 101.74% |
$10.9K - $14.3K
|
464
$30.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
233New |
$10.9K - $14.2K
|
233
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
232+ 0.99% |
$10.8K - $14.2K
|
23.6K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
214New |
$9.99K - $13.1K
|
214
$13.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
210+ 4.41% |
$9.8K - $12.8K
|
4.97K
$323K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
189+ 2.71% |
$8.82K - $11.5K
|
7.15K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
189+ 3.11% |
$8.82K - $11.5K
|
6.27K
$407K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
180New |
$8.4K - $11K
|
180
$11.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
168+ 4.36% |
$7.84K - $10.3K
|
4.02K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
158+ 1.25% |
$7.38K - $9.65K
|
12.8K
$832K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
149+ 4.07% |
$6.96K - $9.1K
|
3.81K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
147+ 2.99% |
$6.86K - $8.98K
|
5.06K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
142+ 417.65% |
$6.63K - $8.67K
|
176
$11.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
140+ 7.64% |
$6.54K - $8.55K
|
1.97K
$128K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
135+ 121.62% |
$6.3K - $8.25K
|
246
$16K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
132+ 5.4% |
$6.16K - $8.06K
|
2.58K
$167K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
125+ 83.33% |
$5.84K - $7.64K
|
275
$17.9K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
105+ 0.76% |
$4.9K - $6.41K
|
13.9K
$905K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
103+ 2.26% |
$4.81K - $6.29K
|
4.66K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$4.67K - $6.11K
|
100
$6.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 10.68% |
$4.67K - $6.11K
|
1.04K
$67.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100New |
$4.67K - $6.11K
|
100
$6.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
99+ 35.11% |
$4.62K - $6.05K
|
381
$24.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
98+ 8.68% |
$4.57K - $5.99K
|
1.23K
$79.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
96+ 1.22% |
$4.48K - $5.86K
|
7.98K
$518K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
95New |
$4.43K - $5.8K
|
95
$6.17K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
91+ 1.39% |
$4.25K - $5.56K
|
6.64K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
85+ 257.58% |
$3.97K - $5.19K
|
118
$7.67K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
85+ 0.61% |
$3.97K - $5.19K
|
14K
$912K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
80+ 0.3% |
$3.73K - $4.89K
|
26.5K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
79New |
$3.69K - $4.83K
|
79
$5.13K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
73+ 9.85% |
$3.41K - $4.46K
|
814
$52.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
72+ 3.01% |
$3.36K - $4.4K
|
2.47K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
66New |
$3.08K - $4.03K
|
66
$4.29K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64+ 188.24% |
$2.99K - $3.91K
|
98
$6.37K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
60+ 4.08% |
$2.8K - $3.67K
|
1.53K
$99.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
56+ 1.0% |
$2.61K - $3.42K
|
5.66K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
51+ 1.31% |
$2.38K - $3.12K
|
3.95K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
47New |
$2.19K - $2.87K
|
47
$3.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
42New |
$1.96K - $2.57K
|
42
$2.73K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
40+ 35.71% |
$1.87K - $2.44K
|
152
$9.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
38+ 0.1% |
$1.77K - $2.32K
|
39K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37+ 0.65% |
$1.73K - $2.26K
|
5.76K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30New |
$1.4K - $1.83K
|
30
$1.95K
|