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
|
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
|
|
|
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 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
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.18K+ 8.64% |
$131K - $155K
|
27.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 1.08% |
$128K - $151K
|
199K
$14.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.11K+ 8.94% |
$127K - $149K
|
25.7K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.04K+ 25.41% |
$123K - $145K
|
10.1K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.02K+ 32.28% |
$122K - $144K
|
8.29K
$590K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
1.95KNew |
$118K - $138K
|
1.95K
$139K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 24.94% |
$116K - $136K
|
9.61K
$685K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.92KNew |
$115K - $136K
|
1.92K
$136K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.87K+ 33.37% |
$113K - $133K
|
7.48K
$533K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.84K+ 6.95% |
$111K - $131K
|
28.4K
$2.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.82K+ 110.72% |
$110K - $129K
|
3.46K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.57K+ 6.61% |
$94.8K - $112K
|
25.4K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 18.02% |
$88.8K - $105K
|
9.65K
$687K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.46K+ 5.54% |
$87.8K - $103K
|
27.8K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 8.46% |
$84.3K - $99.2K
|
17.9K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.4K+ 8.42% |
$84.3K - $99.2K
|
18K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 13.5% |
$83.5K - $98.4K
|
11.7K
$830K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.31K+ 0.42% |
$79K - $93K
|
314K
$22.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.25K+ 3.91% |
$75.2K - $88.5K
|
33.1K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.21K+ 2580.85% |
$73.1K - $86.1K
|
1.26K
$89.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2K+ 30.84% |
$72.6K - $85.5K
|
5.11K
$364K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.2K+ 8.86% |
$72K - $84.8K
|
14.7K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.18K+ 5.38% |
$70.8K - $83.4K
|
23K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.15K+ 10.71% |
$69.3K - $81.6K
|
11.9K
$846K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.14K+ 10.04% |
$68.5K - $80.7K
|
12.5K
$887K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.06K+ 18.69% |
$64.1K - $75.5K
|
6.76K
$481K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.04K+ 3.61% |
$62.4K - $73.5K
|
29.7K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.71% |
$60.6K - $71.3K
|
18.6K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
977+ 210.56% |
$58.9K - $69.3K
|
1.44K
$103K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
967+ 17.94% |
$58.3K - $68.6K
|
6.36K
$453K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
938+ 5.47% |
$56.5K - $66.6K
|
18.1K
$1.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
879+ 18.22% |
$53K - $62.4K
|
5.7K
$406K
|
|