Latest Institutional Purchases of Hsbc Holdings PLC (HSBC)
This list provides information on the latest institutional transactions involving Hsbc Holdings PLC (HSBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.43KNew |
$267K - $314K
|
4.43K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 12.37% |
$265K - $312K
|
39.9K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.3K+ 39.77% |
$259K - $305K
|
15.1K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.29KNew |
$259K - $305K
|
4.29K
$306K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.28KNew |
$258K - $303K
|
4.28K
$304K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.12KNew |
$248K - $292K
|
4.12K
$293K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.11K+ 5.08% |
$247K - $291K
|
85K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
4.1KNew |
$247K - $291K
|
4.1K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.08KNew |
$246K - $290K
|
4.08K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.9KNew |
$235K - $277K
|
3.9K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
3.86K+ 1.3% |
$232K - $274K
|
300K
$21.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.84KNew |
$231K - $272K
|
3.84K
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.83K+ 2.41% |
$231K - $272K
|
163K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.63K+ 6.49% |
$219K - $258K
|
59.6K
$4.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.6K+ 14.7% |
$217K - $256K
|
28.1K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.6KNew |
$217K - $255K
|
3.6K
$256K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.58K+ 8.48% |
$216K - $254K
|
45.8K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.53KNew |
$213K - $251K
|
3.53K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.48KNew |
$209K - $247K
|
3.48K
$248K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.45K+ 12.53% |
$208K - $245K
|
31K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.28KNew |
$198K - $233K
|
3.28K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.27KNew |
$197K - $232K
|
3.27K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.26KNew |
$196K - $231K
|
3.26K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.25K+ 18.44% |
$196K - $231K
|
20.9K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.25KNew |
$196K - $231K
|
3.25K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.21KNew |
$193K - $228K
|
3.21K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.18KNew |
$192K - $226K
|
3.18K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.16KNew |
$191K - $225K
|
3.16K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.15KNew |
$190K - $223K
|
3.15K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
3.14KNew |
$189K - $223K
|
3.14K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.13KNew |
$189K - $222K
|
3.13K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.12KNew |
$188K - $222K
|
3.12K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.1KNew |
$187K - $220K
|
3.1K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.03KNew |
$182K - $215K
|
3.03K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.01KNew |
$181K - $214K
|
3.01K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.01KNew |
$181K - $214K
|
3.01K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3KNew |
$181K - $213K
|
3K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
3KNew |
$181K - $213K
|
3K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$179K - $211K
|
2.97K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.96K+ 36.02% |
$179K - $210K
|
11.2K
$797K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$177K - $208K
|
2.94K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.93KNew |
$177K - $208K
|
2.93K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.87KNew |
$173K - $204K
|
2.87K
$205K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.85KNew |
$172K - $202K
|
2.85K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.83KNew |
$171K - $201K
|
2.83K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.77K+ 15.4% |
$167K - $196K
|
20.7K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.63K+ 3.13% |
$159K - $187K
|
86.7K
$6.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.34K+ 21.33% |
$141K - $166K
|
13.3K
$949K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.21K+ 41.28% |
$133K - $157K
|
7.55K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.18K+ 8.64% |
$131K - $155K
|
27.4K
$1.95M
|
|