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
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-290- 0.97% |
$12.7K - $14.4K
|
29.7K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-300- 5.08% |
$13.1K - $14.9K
|
5.6K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-312- 0.55% |
$13.7K - $15.4K
|
56.3K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-358- 3.42% |
$15.7K - $17.7K
|
10.1K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-358- 6.43% |
$15.7K - $17.7K
|
5.21K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-412- 4.63% |
$18.1K - $20.4K
|
8.49K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-473- 1.14% |
$20.7K - $23.4K
|
41K
$2.49M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-486- 0.75% |
$21.3K - $24.1K
|
64K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-492- 37.27% |
$21.6K - $24.4K
|
828
$50.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-603- 2.1% |
$26.4K - $29.9K
|
28.1K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-604- 3.08% |
$26.5K - $29.9K
|
19K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-635- 24.49% |
$27.8K - $31.4K
|
1.96K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-648- 1.33% |
$28.4K - $32.1K
|
48.2K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-657- 5.08% |
$28.8K - $32.5K
|
12.3K
$746K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-664- 13.41% |
$29.1K - $32.9K
|
4.29K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-685- 1.41% |
$30K - $33.9K
|
48K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-732- 6.7% |
$32.1K - $36.2K
|
10.2K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-733- 5.42% |
$32.1K - $36.3K
|
12.8K
$778K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-738- 2.35% |
$32.3K - $36.5K
|
30.6K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-765- 4.08% |
$33.5K - $37.9K
|
18K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-769- 3.02% |
$33.7K - $38.1K
|
24.7K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-788- 6.54% |
$34.5K - $39K
|
11.3K
$685K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-852- 2.3% |
$37.3K - $42.2K
|
36.2K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-868- 6.51% |
$38K - $43K
|
12.5K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-930- 0.03% |
$40.8K - $46K
|
2.98M
$181M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-945- 12.47% |
$41.4K - $46.8K
|
6.63K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-952- 6.31% |
$41.7K - $47.1K
|
14.1K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-990- 8.49% |
$43.4K - $49K
|
10.7K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.02K- 5.96% |
$44.7K - $50.5K
|
16.1K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 16.97% |
$49.5K - $55.9K
|
5.53K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.17K- 0.68% |
$51.3K - $57.9K
|
170K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.26K- 13.55% |
$55.1K - $62.3K
|
8.03K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.38K- 3.4% |
$60.4K - $68.2K
|
39.1K
$2.38M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.44K- 15.31% |
$63.2K - $71.3K
|
7.97K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.15% |
$74.6K - $84.2K
|
22.1K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.76K- 1.28% |
$77.3K - $87.3K
|
136K
$8.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.87K- 11.59% |
$81.8K - $92.4K
|
14.2K
$866K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 99.95% |
$83.6K - $94.4K
|
1
$60.8
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2K- 4.46% |
$87.7K - $99K
|
42.9K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.05K- 8.47% |
$89.7K - $101K
|
22.1K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.06K- 16.06% |
$90.4K - $102K
|
10.8K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.13K- 3.17% |
$93.1K - $105K
|
64.8K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.14K- 8.24% |
$93.8K - $106K
|
23.9K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
SELL
|
- |
-2.5K- 1.54% |
$110K - $124K
|
160K
$9.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.23K- 35.82% |
$142K - $160K
|
5.8K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.51K- 14.09% |
$154K - $174K
|
21.4K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3.75K- 35.24% |
$164K - $185K
|
6.88K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-4.21KClosed |
$185K - $208K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.41K- 11.89% |
$193K - $218K
|
32.7K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.54% |
$202K - $228K
|
125K
$7.61M
|