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 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 1.14% |
$219 - $248
|
443
$28.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2+ 0.04% |
$87.7 - $99
|
4.72K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 4.08% |
$87.7 - $99
|
51
$3.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.33% |
$43.8 - $49.5
|
76
$4.94K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$43.8 - $49.5
|
1
$65
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$43.8 - $49.5
|
14.9K
$971K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.02% |
$219 - $248
|
23K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-7- 0.15% |
$307 - $347
|
4.53K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-9- 81.82% |
$394 - $446
|
2
$130
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 5.59% |
$438 - $495
|
169
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 6.1% |
$657 - $743
|
231
$15K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22- 30.99% |
$964 - $1.09K
|
49
$3.18K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23- 1.67% |
$1.01K - $1.14K
|
1.35K
$87.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 0.52% |
$1.05K - $1.19K
|
4.62K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-24- 0.52% |
$1.05K - $1.19K
|
4.58K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-26- 0.38% |
$1.14K - $1.29K
|
6.9K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 30.11% |
$1.23K - $1.39K
|
65
$4.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30- 0.62% |
$1.31K - $1.49K
|
4.78K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.71% |
$1.84K - $2.08K
|
5.85K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 1.25% |
$1.93K - $2.18K
|
3.47K
$225K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-50- 59.52% |
$2.19K - $2.48K
|
34
$2.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-69- 29.74% |
$3.02K - $3.42K
|
163
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-73- 1.55% |
$3.2K - $3.61K
|
4.64K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-75- 15.79% |
$3.29K - $3.71K
|
400
$26K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 50.0% |
$3.94K - $4.46K
|
90
$5.85K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 12.5% |
$4.38K - $4.95K
|
700
$45.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 0.3% |
$4.38K - $4.95K
|
33.1K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-110- 19.71% |
$4.82K - $5.45K
|
448
$29.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-111- 0.85% |
$4.87K - $5.5K
|
13K
$845K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-114- 35.85% |
$5K - $5.64K
|
204
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-149- 2.48% |
$6.53K - $7.38K
|
5.86K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-151- 3.1% |
$6.62K - $7.48K
|
4.73K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-155- 0.43% |
$6.79K - $7.67K
|
35.6K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 1.93% |
$7.58K - $8.57K
|
8.81K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-185- 8.72% |
$8.11K - $9.16K
|
1.94K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-197- 0.91% |
$8.63K - $9.75K
|
21.4K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-207- 1.66% |
$9.07K - $10.2K
|
12.2K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-209- 1.1% |
$9.16K - $10.3K
|
18.7K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-221- 0.35% |
$9.69K - $10.9K
|
63.1K
$4.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-226- 1.77% |
$9.91K - $11.2K
|
12.5K
$815K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-236- 1.7% |
$10.3K - $11.7K
|
13.6K
$886K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-238- 3.33% |
$10.4K - $11.8K
|
6.91K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-251- 3.18% |
$11K - $12.4K
|
7.65K
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-252- 81.55% |
$11K - $12.5K
|
57
$3.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-261- 1.8% |
$11.4K - $12.9K
|
14.2K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-262- 0.89% |
$11.5K - $13K
|
29.3K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-277- 2.01% |
$12.1K - $13.7K
|
13.5K
$878K
|