Purchases and Sales Made in Q4 2024 in Hsbc Holdings PLC (HSBC)
This table provides information about the institutional ownership of Hsbc Holdings PLC (HSBC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
188KNew |
$8.25M - $9.32M
|
188K
$9.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
27.2K+ 140.37% |
$1.19M - $1.35M
|
46.6K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.4K+ 39.2% |
$852K - $963K
|
69K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
17K+ 5.64% |
$746K - $842K
|
319K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
15.5K+ 12.35% |
$680K - $768K
|
141K
$7.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
14.2KNew |
$621K - $701K
|
14.2K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.1K+ 2.82% |
$618K - $698K
|
515K
$26.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
13.4KNew |
$589K - $665K
|
13.4K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.4K+ 62.01% |
$501K - $565K
|
29.8K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.5K+ 24.01% |
$416K - $470K
|
49.1K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.49K+ 22.63% |
$328K - $371K
|
40.6K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.93KNew |
$260K - $294K
|
5.93K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.18K+ 18.84% |
$227K - $257K
|
32.7K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.14K+ 44.4% |
$225K - $254K
|
16.7K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.86KNew |
$213K - $241K
|
4.86K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4.85KNew |
$213K - $240K
|
4.85K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79KNew |
$210K - $237K
|
4.79K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.75KNew |
$208K - $235K
|
4.75K
$247K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.74K+ 37.89% |
$208K - $235K
|
17.3K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.74KNew |
$208K - $235K
|
4.74K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.63KNew |
$203K - $229K
|
4.63K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.26KNew |
$187K - $211K
|
4.26K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.19K+ 45.6% |
$184K - $207K
|
13.4K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.11KNew |
$180K - $203K
|
4.11K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4KNew |
$175K - $198K
|
4K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.92K+ 17.16% |
$172K - $194K
|
26.7K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.54K+ 14.36% |
$155K - $175K
|
28.1K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.28K+ 52.71% |
$144K - $162K
|
9.5K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.93K+ 14.2% |
$128K - $145K
|
23.6K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.89K+ 13.87% |
$127K - $143K
|
23.8K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.71K+ 14.8% |
$119K - $134K
|
21.1K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.63K+ 97.81% |
$115K - $130K
|
5.33K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.62K+ 5.65% |
$115K - $129K
|
48.9K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 25.98% |
$97.5K - $110K
|
10.8K
$560K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.74K+ 28.56% |
$76K - $85.9K
|
7.81K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.48KNew |
$64.9K - $73.3K
|
1.48K
$76.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 17.69% |
$59.4K - $67.1K
|
9.01K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.28K+ 8.61% |
$56K - $63.3K
|
16.1K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.21K+ 4.51% |
$52.8K - $59.7K
|
27.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.16K+ 7.23% |
$50.8K - $57.4K
|
17.2K
$893K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.16K+ 5.12% |
$50.8K - $57.4K
|
23.8K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1KNew |
$43.8K - $49.5K
|
1K
$51.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
812+ 7.05% |
$35.6K - $40.2K
|
12.3K
$640K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
805+ 116.16% |
$35.3K - $39.9K
|
1.5K
$77.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
789+ 8.24% |
$34.6K - $39.1K
|
10.4K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
759+ 6.39% |
$33.3K - $37.6K
|
12.6K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
739+ 2.72% |
$32.4K - $36.6K
|
27.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
693+ 12.29% |
$30.4K - $34.3K
|
6.33K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
678+ 7.41% |
$29.7K - $33.6K
|
9.83K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
659+ 56.91% |
$28.9K - $32.6K
|
1.82K
$94.3K
|