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 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.12KNew |
$180K - $204K
|
4.12K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.11KNew |
$180K - $203K
|
4.11K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4.08KNew |
$179K - $202K
|
4.08K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4KNew |
$175K - $198K
|
4K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.98K+ 41.42% |
$174K - $197K
|
13.6K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.97K+ 3.39% |
$174K - $196K
|
121K
$7.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.92K+ 17.16% |
$172K - $194K
|
26.7K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.9KNew |
$171K - $193K
|
3.9K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 20.59% |
$161K - $182K
|
21.5K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.54K+ 14.36% |
$155K - $175K
|
28.1K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.28K+ 52.71% |
$144K - $162K
|
9.5K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.26K+ 506.69% |
$143K - $161K
|
3.9K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.23K+ 543.19% |
$142K - $160K
|
3.83K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.93K+ 14.2% |
$128K - $145K
|
23.6K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.89K+ 13.87% |
$127K - $143K
|
23.8K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.8K+ 24.95% |
$123K - $139K
|
14K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.71K+ 14.8% |
$119K - $134K
|
21.1K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.63K+ 97.81% |
$115K - $130K
|
5.33K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.62K+ 5.65% |
$115K - $129K
|
48.9K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.52K+ 6.65% |
$111K - $125K
|
40.5K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 7.29% |
$105K - $118K
|
35.2K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.36K+ 25.85% |
$104K - $117K
|
11.5K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.35K+ 41.98% |
$103K - $116K
|
7.95K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.34K+ 5.73% |
$103K - $116K
|
43.2K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.29K+ 15.2% |
$100K - $113K
|
17.3K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 91.36% |
$98.7K - $111K
|
4.72K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 25.98% |
$97.5K - $110K
|
10.8K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.95KNew |
$85.5K - $96.5K
|
1.95K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
1.8K+ 10.96% |
$79K - $89.2K
|
18.3K
$1.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.74K+ 28.56% |
$76K - $85.9K
|
7.81K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.69K+ 6.32% |
$74K - $83.6K
|
28.4K
$1.73M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.64KNew |
$71.9K - $81.2K
|
1.64K
$99.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 43.31% |
$71.8K - $81.1K
|
5.42K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.62K+ 11.31% |
$71.1K - $80.3K
|
16K
$971K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 2.96% |
$69K - $78K
|
54.8K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.51K+ 12.12% |
$66.2K - $74.8K
|
14K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.48KNew |
$64.9K - $73.3K
|
1.48K
$90K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.44K+ 4.2% |
$63.1K - $71.3K
|
35.7K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.43K+ 12.26% |
$62.7K - $70.8K
|
13.1K
$796K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 226.43% |
$60.8K - $68.7K
|
2K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.37K+ 7.75% |
$60K - $67.8K
|
19K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 17.69% |
$59.4K - $67.1K
|
9.01K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.28K+ 8.61% |
$56K - $63.3K
|
16.1K
$980K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.21K+ 4.51% |
$52.8K - $59.7K
|
27.9K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.16K+ 5.12% |
$50.8K - $57.4K
|
23.8K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.16K+ 7.23% |
$50.8K - $57.4K
|
17.2K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.07K+ 13.18% |
$46.8K - $52.8K
|
9.16K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.05K+ 6.26% |
$46.1K - $52.1K
|
17.9K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1KNew |
$43.8K - $49.5K
|
1K
$60.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
863+ 1.73% |
$37.8K - $42.7K
|
50.8K
$3.09M
|