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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
26New |
$1.21K - $1.59K
|
26
$1.69K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
23+ 0.59% |
$1.07K - $1.41K
|
3.93K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
21+ 1.16% |
$980 - $1.28K
|
1.84K
$119K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 3.6% |
$980 - $1.28K
|
604
$39.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
21+ 0.37% |
$980 - $1.28K
|
5.69K
$370K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 2.43% |
$887 - $1.16K
|
802
$52.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16New |
$747 - $977
|
16
$1.04K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15+ 0.36% |
$700 - $916
|
4.14K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
13New |
$607 - $794
|
13
$845
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
13+ 4.94% |
$607 - $794
|
276
$17.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.08% |
$420 - $550
|
10.7K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.1% |
$327 - $428
|
7.14K
$464K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5+ 4.35% |
$233 - $305
|
120
$7.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$187 - $244
|
4
$260
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 3.95% |
$140 - $183
|
79
$5.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 2.47% |
$93.4 - $122
|
83
$5.39K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 2.33% |
$46.7 - $61.1
|
44
$2.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1New |
$46.7 - $61.1
|
1
$65
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 3.7% |
$46.7 - $61.1
|
26
$1.69K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-4- 0.06% |
$187 - $244
|
6.46K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 5.03% |
$467 - $611
|
189
$12.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-18- 11.69% |
$840 - $1.1K
|
136
$8.84K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 4.8% |
$1.12K - $1.47K
|
476
$30.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-31- 1.61% |
$1.45K - $1.89K
|
1.9K
$123K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-33- 0.24% |
$1.54K - $2.02K
|
13.7K
$890K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-40- 0.65% |
$1.87K - $2.44K
|
6.13K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-47- 0.19% |
$2.19K - $2.87K
|
24.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-48- 0.97% |
$2.24K - $2.93K
|
4.88K
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-52- 0.29% |
$2.43K - $3.18K
|
17.9K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52- 38.24% |
$2.43K - $3.18K
|
84
$5.46K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-67- 1.07% |
$3.13K - $4.09K
|
6.2K
$403K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-78- 91.76% |
$3.64K - $4.77K
|
7
$455
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-81- 1.63% |
$3.78K - $4.95K
|
4.89K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-85- 14.51% |
$3.97K - $5.19K
|
501
$32.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-99- 1.69% |
$4.62K - $6.05K
|
5.75K
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-101- 6.89% |
$4.71K - $6.17K
|
1.36K
$88.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-107- 1.4% |
$4.99K - $6.54K
|
7.51K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-114- 11.13% |
$5.32K - $6.96K
|
910
$59.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 10.0% |
$6.44K - $8.43K
|
1.24K
$80.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-143- 16.47% |
$6.68K - $8.74K
|
725
$47.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-150- 2.56% |
$7K - $9.16K
|
5.71K
$371K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-152- 97.44% |
$7.1K - $9.29K
|
4
$260
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-194- 3.99% |
$9.06K - $11.9K
|
4.67K
$303K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-200- 5.51% |
$9.34K - $12.2K
|
3.43K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-212- 3.5% |
$9.9K - $13K
|
5.85K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-215- 5.05% |
$10K - $13.1K
|
4.05K
$263K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-230- 2.04% |
$10.7K - $14.1K
|
11K
$717K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-232- 0.65% |
$10.8K - $14.2K
|
35.5K
$2.31M
|