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 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-257- 2.12% |
$12K - $15.7K
|
11.9K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-257- 1.53% |
$12K - $15.7K
|
16.5K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-261- 4.71% |
$12.2K - $15.9K
|
5.28K
$343K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-285- 3.43% |
$13.3K - $17.4K
|
8.01K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-292- 2.41% |
$13.6K - $17.8K
|
11.8K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-298- 5.46% |
$13.9K - $18.2K
|
5.16K
$335K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-306- 3.85% |
$14.3K - $18.7K
|
7.65K
$497K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-328- 3.39% |
$15.3K - $20K
|
9.34K
$607K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-342- 1.96% |
$16K - $20.9K
|
17.2K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-353- 8.12% |
$16.5K - $21.6K
|
3.99K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-363- 7.59% |
$16.9K - $22.2K
|
4.42K
$287K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-372- 2.59% |
$17.4K - $22.7K
|
14K
$910K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-385- 63.74% |
$18K - $23.5K
|
219
$14.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-421- 18.26% |
$19.7K - $25.7K
|
1.89K
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-432- 2.75% |
$20.2K - $26.4K
|
15.3K
$992K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-445- 16.44% |
$20.8K - $27.2K
|
2.26K
$147K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-446- 3.94% |
$20.8K - $27.2K
|
10.9K
$706K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-458- 53.01% |
$21.4K - $28K
|
406
$26.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-467- 9.96% |
$21.8K - $28.5K
|
4.22K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-482- 2.06% |
$22.5K - $29.4K
|
23K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-497- 8.26% |
$23.2K - $30.4K
|
5.52K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-500- 37.88% |
$23.3K - $30.5K
|
820
$53.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-500- 10.86% |
$23.3K - $30.5K
|
4.1K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-513- 1.92% |
$23.9K - $31.3K
|
26.2K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-602- 4.78% |
$28.1K - $36.8K
|
12K
$779K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-635- 7.2% |
$29.6K - $38.8K
|
8.18K
$531K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-681- 0.62% |
$31.8K - $41.6K
|
110K
$7.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-700- 77.78% |
$32.7K - $42.8K
|
200
$13K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-706- 6.53% |
$33K - $43.1K
|
10.1K
$657K
|
|
|
Jul 28, 2025
Q2 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-795- 2.85% |
$37.1K - $48.6K
|
27.1K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-843- 43.57% |
$39.4K - $51.5K
|
1.09K
$70.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-869- 14.85% |
$40.6K - $53.1K
|
4.98K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-876- 5.93% |
$40.9K - $53.5K
|
13.9K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.04K- 9.37% |
$48.6K - $63.7K
|
10.1K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.07K- 6.6% |
$49.7K - $65.1K
|
15.1K
$979K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.08K- 8.99% |
$50.5K - $66K
|
10.9K
$711K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.08K- 3.93% |
$50.6K - $66.2K
|
26.5K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.23K- 5.1% |
$57.2K - $74.8K
|
22.8K
$1.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 3.45% |
$58K - $75.9K
|
34.8K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 3.57% |
$64.4K - $84.2K
|
37.3K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.46K- 7.28% |
$68.2K - $89.2K
|
18.6K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.46K- 15.96% |
$68.2K - $89.3K
|
7.69K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.69K- 2.76% |
$78.8K - $103K
|
59.5K
$3.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.76K- 1.34% |
$81.9K - $107K
|
129K
$8.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.83K- 4.82% |
$85.3K - $112K
|
36.1K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.84K- 10.36% |
$85.8K - $112K
|
15.9K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.89K- 31.54% |
$88.4K - $116K
|
4.11K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.04K- 5.66% |
$95.2K - $125K
|
34K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 17.62% |
$99.1K - $130K
|
9.92K
$645K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.13K- 3.73% |
$99.5K - $130K
|
55K
$3.57M
|