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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.1KNew |
$489K - $552K
|
11.1K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 22.88% |
$478K - $540K
|
58.6K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9KNew |
$476K - $538K
|
10.9K
$696K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$462K - $522K
|
10.5K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 93.34% |
$460K - $520K
|
21.7K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.5K+ 24.01% |
$416K - $470K
|
49.1K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.91KNew |
$391K - $441K
|
8.91K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.86K+ 5.07% |
$388K - $439K
|
184K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.25K+ 66.78% |
$362K - $408K
|
20.6K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8.2K+ 16.43% |
$359K - $406K
|
58.1K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.04K+ 39.09% |
$353K - $398K
|
28.6K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
7.92KNew |
$347K - $392K
|
7.92K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.91K+ 23.24% |
$347K - $392K
|
41.9K
$2.69M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.85K+ 32.76% |
$344K - $389K
|
31.8K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.55KNew |
$331K - $374K
|
7.55K
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.5K+ 79.94% |
$329K - $371K
|
16.9K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.49K+ 22.63% |
$328K - $371K
|
40.6K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.2KNew |
$316K - $357K
|
7.2K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
6.76KNew |
$296K - $335K
|
6.76K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.18K+ 31.55% |
$271K - $306K
|
25.8K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.13K+ 3.89% |
$269K - $304K
|
164K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.93KNew |
$260K - $294K
|
5.93K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.93KNew |
$260K - $294K
|
5.93K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.93KNew |
$260K - $294K
|
5.93K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.89KNew |
$258K - $292K
|
5.89K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.72KNew |
$251K - $283K
|
5.72K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.64K+ 3.56% |
$247K - $279K
|
164K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
5.6KNew |
$245K - $277K
|
5.6K
$359K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.59K+ 25.49% |
$245K - $277K
|
27.5K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.23KNew |
$229K - $259K
|
5.23K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.18K+ 18.84% |
$227K - $257K
|
32.7K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.14K+ 44.4% |
$225K - $254K
|
16.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.08K+ 23.65% |
$222K - $251K
|
26.5K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
5.07K+ 8.92% |
$222K - $251K
|
61.9K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.01K+ 1.28% |
$220K - $248K
|
395K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5K+ 9.74% |
$219K - $248K
|
56.4K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.86KNew |
$213K - $241K
|
4.86K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4.85KNew |
$213K - $240K
|
4.85K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79KNew |
$210K - $237K
|
4.79K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.75KNew |
$208K - $235K
|
4.75K
$304K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.74K+ 37.89% |
$208K - $235K
|
17.3K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.74KNew |
$208K - $235K
|
4.74K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.67K+ 4.58% |
$205K - $231K
|
107K
$6.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.63KNew |
$203K - $229K
|
4.63K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.55K+ 13.23% |
$200K - $225K
|
39K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.35KNew |
$191K - $215K
|
4.35K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.26KNew |
$187K - $211K
|
4.26K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.26K+ 1065.0% |
$187K - $211K
|
4.66K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$186K - $210K
|
4.24K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.19K+ 45.6% |
$184K - $207K
|
13.4K
$857K
|