Latest Institutional Purchases of Xerox Holdings Corp (XRX)
This list provides information on the latest institutional transactions involving Xerox Holdings Corp (XRX) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.08KNew |
$5.23K - $10.6K
|
1.08K
$5.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.02K+ 91.99% |
$4.94K - $10.1K
|
2.13K
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
900New |
$4.35K - $8.86K
|
900
$4.77K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
679+ 35.27% |
$3.28K - $6.68K
|
2.6K
$13.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
663+ 1326.0% |
$3.2K - $6.52K
|
713
$3.78K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
472New |
$2.28K - $4.64K
|
472
$2.5K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
445+ 211.9% |
$2.15K - $4.38K
|
655
$3.47K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
441+ 1102.5% |
$2.13K - $4.34K
|
481
$2.55K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
438+ 433.66% |
$2.12K - $4.31K
|
539
$2.86K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
419New |
$2.02K - $4.12K
|
419
$2.22K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
406New |
$1.96K - $4K
|
406
$2.15K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
402New |
$1.94K - $3.96K
|
402
$2.13K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
400New |
$1.93K - $3.94K
|
400
$2.12K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
375+ 1.29% |
$1.81K - $3.69K
|
29.5K
$156K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
304+ 7.74% |
$1.47K - $2.99K
|
4.23K
$22.4K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
264New |
$1.28K - $2.6K
|
264
$1.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
190+ 513.51% |
$918 - $1.87K
|
227
$1.2K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
168New |
$811 - $1.65K
|
168
$890
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
168+ 16.88% |
$811 - $1.65K
|
1.16K
$6.16K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
166New |
$802 - $1.63K
|
166
$880
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
163+ 163.0% |
$787 - $1.6K
|
263
$1.39K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
145New |
$700 - $1.43K
|
145
$769
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
129+ 0.46% |
$623 - $1.27K
|
28.4K
$151K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
91New |
$440 - $895
|
91
$482
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
76+ 39.18% |
$367 - $748
|
270
$1.43K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60New |
$290 - $590
|
60
$318
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
36+ 0.07% |
$174 - $354
|
48.1K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28+ 77.78% |
$135 - $276
|
64
$339
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
27New |
$130 - $266
|
27
$143
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 3.01% |
$62.8 - $128
|
445
$2.36K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9New |
$43.5 - $88.6
|
9
$47.7
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$24.2 - $49.2
|
5
$26.5
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4New |
$19.3 - $39.4
|
4
$21.2
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 3.19% |
$14.5 - $29.5
|
97
$514
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 2.75% |
$14.5 - $29.5
|
112
$594
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1+ 3.13% |
$4.83 - $9.84
|
33
$175
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.92% |
$4.83 - $9.84
|
53
$281
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
218K+ 200447.7% |
$1.79M - $2.42M
|
219K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
203K+ 60.21% |
$1.66M - $2.25M
|
540K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
92.9K+ 371.6% |
$759K - $1.03M
|
118K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
72.8KNew |
$595K - $806K
|
72.8K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
66.4KNew |
$543K - $735K
|
66.4K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
60.3K+ 6.43% |
$493K - $667K
|
997K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
50.9KNew |
$416K - $563K
|
50.9K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
35KNew |
$286K - $387K
|
35K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
32.3KNew |
$264K - $357K
|
32.3K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
30.2KNew |
$247K - $334K
|
30.2K
$160K
|
|