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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
648+ 8.46% |
$39.1K - $46K
|
8.31K
$592K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
610New |
$36.8K - $43.3K
|
610
$43.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
599+ 1.01% |
$36.1K - $42.5K
|
60.1K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
580New |
$35K - $41.2K
|
580
$41.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
574+ 8.13% |
$34.6K - $40.7K
|
7.63K
$543K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
558+ 13.47% |
$33.6K - $39.6K
|
4.7K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
540+ 2.35% |
$32.5K - $38.3K
|
23.5K
$1.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
510+ 100.0% |
$30.7K - $36.2K
|
1.02K
$72.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
497+ 2.64% |
$30K - $35.3K
|
19.3K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
482+ 0.4% |
$29.1K - $34.2K
|
120K
$8.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
482+ 2.77% |
$29.1K - $34.2K
|
17.9K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
479+ 2.58% |
$28.9K - $34K
|
19.1K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
468+ 9.57% |
$28.2K - $33.2K
|
5.36K
$382K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
454+ 12.64% |
$27.4K - $32.2K
|
4.05K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
453+ 1.16% |
$27.3K - $32.2K
|
39.5K
$2.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
447+ 13.39% |
$26.9K - $31.7K
|
3.79K
$270K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
447New |
$26.9K - $31.7K
|
447
$31.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
424+ 8.89% |
$25.6K - $30.1K
|
5.19K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
422+ 10.2% |
$25.4K - $30K
|
4.56K
$325K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
409+ 2.94% |
$24.7K - $29K
|
14.3K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
405+ 2.69% |
$24.4K - $28.7K
|
15.5K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
382+ 1.46% |
$23K - $27.1K
|
26.6K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
369New |
$22.2K - $26.2K
|
369
$26.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
367+ 1.69% |
$22.1K - $26K
|
22.1K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
361+ 5.16% |
$21.8K - $25.6K
|
7.36K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
351+ 97.23% |
$21.2K - $24.9K
|
712
$50.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
351New |
$21.2K - $24.9K
|
351
$25K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
350+ 4.07% |
$21.1K - $24.8K
|
8.95K
$637K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
337+ 3.05% |
$20.3K - $23.9K
|
11.4K
$810K
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
320+ 15.83% |
$19.3K - $22.7K
|
2.34K
$167K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
319+ 1.14% |
$19.2K - $22.6K
|
28.2K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
289+ 3.15% |
$17.4K - $20.5K
|
9.45K
$673K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
260+ 6.16% |
$15.7K - $18.5K
|
4.48K
$319K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
253+ 6.09% |
$15.2K - $18K
|
4.41K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
236New |
$14.2K - $16.8K
|
236
$16.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
232+ 1.5% |
$14K - $16.5K
|
15.7K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
225+ 29.49% |
$13.6K - $16K
|
988
$70.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
217+ 0.83% |
$13.1K - $15.4K
|
26.4K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
212+ 4.26% |
$12.8K - $15K
|
5.18K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
207+ 0.91% |
$12.5K - $14.7K
|
23.1K
$1.64M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$12.1K - $14.2K
|
200
$14.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200+ 33.33% |
$12.1K - $14.2K
|
800
$57K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
198+ 80.49% |
$11.9K - $14.1K
|
444
$31.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
173New |
$10.4K - $12.3K
|
173
$12.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
169+ 3.72% |
$10.2K - $12K
|
4.72K
$336K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
163+ 6.61% |
$9.82K - $11.6K
|
2.63K
$187K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
162+ 2.2% |
$9.76K - $11.5K
|
7.53K
$536K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
160New |
$9.64K - $11.4K
|
160
$11.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
153+ 1.9% |
$9.22K - $10.9K
|
8.19K
$583K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
151New |
$9.1K - $10.7K
|
151
$10.8K
|
|