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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
151New |
$9.1K - $10.7K
|
151
$10.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
134+ 3.83% |
$8.08K - $9.51K
|
3.63K
$259K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
131New |
$7.9K - $9.3K
|
131
$9.33K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 0.21% |
$7.65K - $9.01K
|
59.2K
$4.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
118+ 149.37% |
$7.11K - $8.38K
|
197
$14K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
110+ 2750.0% |
$6.63K - $7.81K
|
114
$8.12K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
105+ 1.78% |
$6.33K - $7.45K
|
6.02K
$429K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
95+ 1.24% |
$5.73K - $6.74K
|
7.74K
$551K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
88+ 2.3% |
$5.3K - $6.25K
|
3.91K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
85New |
$5.12K - $6.03K
|
85
$6.05K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
81+ 1.63% |
$4.88K - $5.75K
|
5.06K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81+ 20.98% |
$4.88K - $5.75K
|
467
$33.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
79New |
$4.76K - $5.61K
|
79
$5.63K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
79+ 6.44% |
$4.76K - $5.61K
|
1.31K
$93K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
69+ 1.81% |
$4.16K - $4.9K
|
3.88K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
68New |
$4.1K - $4.83K
|
68
$4.84K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
67New |
$4.04K - $4.76K
|
67
$4.77K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
66+ 0.71% |
$3.98K - $4.68K
|
9.41K
$670K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
63+ 35.8% |
$3.8K - $4.47K
|
239
$17K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
50New |
$3.01K - $3.55K
|
50
$3.56K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49+ 0.31% |
$2.95K - $3.48K
|
15.9K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$2.71K - $3.19K
|
45
$3.2K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
41+ 12.69% |
$2.47K - $2.91K
|
364
$25.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
41New |
$2.47K - $2.91K
|
41
$2.92K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
40New |
$2.41K - $2.84K
|
40
$2.85K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
39+ 0.33% |
$2.35K - $2.77K
|
11.9K
$850K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
37+ 0.65% |
$2.23K - $2.63K
|
5.7K
$406K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
36New |
$2.17K - $2.56K
|
36
$2.56K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
35New |
$2.11K - $2.48K
|
35
$2.49K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$2.05K - $2.41K
|
34
$2.42K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31+ 0.44% |
$1.87K - $2.2K
|
7.08K
$504K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
30New |
$1.81K - $2.13K
|
30
$2.14K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.23% |
$1.81K - $2.13K
|
12.8K
$914K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 7.23% |
$1.81K - $2.13K
|
445
$31.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25+ 0.21% |
$1.51K - $1.77K
|
11.9K
$845K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
23+ 0.57% |
$1.39K - $1.63K
|
4.07K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 11.52% |
$1.33K - $1.56K
|
213
$15.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21New |
$1.27K - $1.49K
|
21
$1.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 1.14% |
$1.27K - $1.49K
|
1.87K
$133K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
20New |
$1.21K - $1.42K
|
20
$1.42K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
18New |
$1.08K - $1.28K
|
18
$1.28K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
16New |
$964 - $1.14K
|
16
$1.14K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15New |
$904 - $1.06K
|
15
$1.07K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
12New |
$723 - $852
|
12
$855
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
11New |
$663 - $781
|
11
$783
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
11+ 0.3% |
$663 - $781
|
3.73K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 33.33% |
$603 - $710
|
40
$2.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 1.22% |
$603 - $710
|
830
$59.1K
|
|