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 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.26K- 3.58% |
$105K - $138K
|
60.8K
$3.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.31K- 12.83% |
$108K - $141K
|
15.7K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.68K- 4.42% |
$125K - $163K
|
57.8K
$3.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.04K- 3.63% |
$142K - $186K
|
80.9K
$5.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.82K- 29.1% |
$178K - $233K
|
9.3K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.86K- 18.01% |
$180K - $236K
|
17.6K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.94K- 12.64% |
$184K - $241K
|
27.2K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 32.82% |
$184K - $241K
|
8.08K
$525K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.23K- 1.82% |
$198K - $259K
|
228K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.29K- 6.76% |
$200K - $262K
|
59.2K
$3.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.63K- 8.17% |
$216K - $283K
|
52K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-4.88K- 37.66% |
$228K - $298K
|
8.08K
$525K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.98K- 3.61% |
$232K - $304K
|
133K
$8.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.56K- 18.92% |
$260K - $340K
|
23.8K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.04K- 3.66% |
$282K - $369K
|
159K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.25K- 1.59% |
$292K - $382K
|
386K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.21K- 60.94% |
$430K - $563K
|
5.91K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.83K- 21.9% |
$459K - $601K
|
35.1K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-11K- 6.15% |
$514K - $673K
|
168K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-11.3K- 61.01% |
$528K - $691K
|
7.23K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.2K- 2.53% |
$568K - $744K
|
470K
$30.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.6K- 20.84% |
$587K - $769K
|
47.8K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.4K- 10.86% |
$674K - $882K
|
118K
$7.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-14.7K- 4.74% |
$686K - $898K
|
296K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.9K- 89.37% |
$697K - $913K
|
1.78K
$115K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-17K- 2.57% |
$795K - $1.04M
|
647K
$42M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19.8K- 17.03% |
$922K - $1.21M
|
96.3K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-20K- 6.12% |
$932K - $1.22M
|
306K
$19.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-20.4K- 11.93% |
$951K - $1.24M
|
150K
$9.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.3K- 86.51% |
$1.04M - $1.36M
|
3.48K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-24.9K- 8.41% |
$1.16M - $1.52M
|
271K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-40.3K- 89.26% |
$1.88M - $2.46M
|
4.86K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-70K- 58.15% |
$3.27M - $4.27M
|
50.4K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-76.8K- 85.1% |
$3.59M - $4.69M
|
13.5K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.8K- 40.57% |
$3.82M - $5M
|
120K
$7.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.7K- 88.44% |
$3.86M - $5.05M
|
10.8K
$702K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-99.7K- 25.7% |
$4.66M - $6.09M
|
288K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-117K- 14.5% |
$5.46M - $7.14M
|
689K
$44.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-150K- 12.8% |
$6.99M - $9.15M
|
1.02M
$66.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-174K- 96.02% |
$8.15M - $10.7M
|
7.23K
$469K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202K- 3.11% |
$9.44M - $12.4M
|
6.29M
$409M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-375K- 96.69% |
$17.5M - $22.9M
|
12.8K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-376K- 15.12% |
$17.5M - $23M
|
2.11M
$137M
|