Latest Institutional Transactions on Xerox Holdings Corp (XRX)
This table provides information on the latest institutional transactions involving Xerox Holdings Corp (XRX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
109New |
$1.48K - $1.82K
|
109
$578
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.31KNew |
$17.7K - $21.8K
|
1.31K
$6.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.6KNew |
$21.7K - $26.7K
|
1.6K
$8.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14MNew |
$29M - $35.6M
|
2.14M
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-142K- 91.8% |
$1.93M - $2.37M
|
12.7K
$67.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$1.36K - $1.67K
|
100
$530
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-117- 66.86% |
$1.59K - $1.95K
|
58
$307
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$149 - $183
|
11
$58.3
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.2KNew |
$16.3K - $20K
|
1.2K
$6.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-925- 37.42% |
$12.6K - $15.4K
|
1.55K
$8.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
27.5KNew |
$374K - $459K
|
27.5K
$146K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.71K+ 7.83% |
$50.3K - $61.8K
|
51K
$271K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.38K- 14.66% |
$59.4K - $72.9K
|
25.5K
$135K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-59- 14.43% |
$801 - $984
|
350
$1.86K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.5K+ 9.48% |
$20.4K - $25K
|
17.3K
$91.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
90New |
$1.22K - $1.5K
|
90
$477
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-470- 1.9% |
$6.38K - $7.83K
|
24.2K
$128K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-400- 49.81% |
$5.43K - $6.67K
|
403
$2.14K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 75.2% |
$191K - $234K
|
32.7K
$173K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$54.3 - $66.7
|
4
$21.2
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
71New |
$964 - $1.18K
|
71
$376
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.27K- 99.39% |
$30.9K - $37.9K
|
14
$74.2
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-291- 85.34% |
$3.95K - $4.85K
|
50
$265
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
237New |
$3.22K - $3.95K
|
237
$1.26K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
75New |
$1.02K - $1.25K
|
75
$398
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.52KNew |
$20.6K - $25.3K
|
1.52K
$8.03K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$6.79K - $8.34K
|
500
$2.65K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125New |
$1.7K - $2.08K
|
125
$663
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
658New |
$8.94K - $11K
|
658
$3.49K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.89KClosed |
$63.9K - $94K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-231Closed |
$3.02K - $4.44K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
9.31K+ 46.2% |
$122K - $179K
|
29.5K
$156K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-39.7KClosed |
$519K - $764K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
42.2K+ 63.89% |
$552K - $812K
|
108K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$314 - $462
|
24
$127
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
160+ 0.95% |
$2.09K - $3.08K
|
17K
$90.1K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
34.7KNew |
$454K - $668K
|
34.7K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
348+ 28.06% |
$4.55K - $6.7K
|
1.59K
$8.42K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-74.3K- 69.6% |
$971K - $1.43M
|
32.4K
$172K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.27K+ 6.96% |
$42.8K - $62.9K
|
50.3K
$267K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
10.1KNew |
$132K - $194K
|
10.1K
$53.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-139- 90.26% |
$1.82K - $2.67K
|
15
$79.5
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
53New |
$693 - $1.02K
|
53
$281
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14KNew |
$183K - $269K
|
14K
$74.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
171New |
$2.24K - $3.29K
|
171
$906
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.7KNew |
$22.3K - $32.8K
|
1.7K
$9.03K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
232New |
$3.03K - $4.46K
|
232
$1.23K
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-52.9K- 12.68% |
$692K - $1.02M
|
364K
$1.93M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16Closed |
$238 - $320
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.12K- 12.67% |
$16.6K - $22.3K
|
7.72K
$40.9K
|
|