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, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
410+ 34.37% |
$5.97K - $7.14K
|
1.6K
$8.5K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
87+ 23.84% |
$1.27K - $1.52K
|
452
$2.4K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25New |
$364 - $436
|
25
$133
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$160 - $192
|
11
$58.3
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 4.95% |
$72.8 - $87.1
|
106
$562
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5New |
$72.8 - $87.1
|
5
$26.5
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3New |
$43.7 - $52.3
|
3
$15.9
|
|
Q4 2022 | |||||||
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 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
27.5KNew |
$374K - $459K
|
27.5K
$146K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 75.2% |
$191K - $234K
|
32.7K
$173K
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.71K+ 7.83% |
$50.3K - $61.8K
|
51K
$271K
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.6KNew |
$21.7K - $26.7K
|
1.6K
$8.48K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.52KNew |
$20.6K - $25.3K
|
1.52K
$8.03K
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.5K+ 9.48% |
$20.4K - $25K
|
17.3K
$91.8K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.31KNew |
$17.7K - $21.8K
|
1.31K
$6.93K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.2KNew |
$16.3K - $20K
|
1.2K
$6.36K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
658New |
$8.94K - $11K
|
658
$3.49K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$6.79K - $8.34K
|
500
$2.65K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
237New |
$3.22K - $3.95K
|
237
$1.26K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125New |
$1.7K - $2.08K
|
125
$663
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
109New |
$1.48K - $1.82K
|
109
$578
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$1.36K - $1.67K
|
100
$530
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
90New |
$1.22K - $1.5K
|
90
$477
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
75New |
$1.02K - $1.25K
|
75
$398
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
71New |
$964 - $1.18K
|
71
$376
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24New |
$326 - $400
|
24
$127
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$149 - $183
|
11
$58.3
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$54.3 - $66.7
|
4
$21.2
|
|
Q3 2022 | |||||||
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
|
M&T Bank Corp
|
BUY
|
- |
34.7KNew |
$454K - $668K
|
34.7K
$184K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14KNew |
$183K - $269K
|
14K
$74.2K
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
10.1KNew |
$132K - $194K
|
10.1K
$53.6K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
9.31K+ 46.2% |
$122K - $179K
|
29.5K
$156K
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.27K+ 6.96% |
$42.8K - $62.9K
|
50.3K
$267K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.7KNew |
$22.3K - $32.8K
|
1.7K
$9.03K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
348+ 28.06% |
$4.55K - $6.7K
|
1.59K
$8.42K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
232New |
$3.03K - $4.46K
|
232
$1.23K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
171New |
$2.24K - $3.29K
|
171
$906
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
160+ 0.95% |
$2.09K - $3.08K
|
17K
$90.1K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
53New |
$693 - $1.02K
|
53
$281
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$314 - $462
|
24
$127
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
17.1MNew |
$253M - $341M
|
17.1M
$90.5M
|
|
Aug 15, 2022
Q2 2022
|
Icahn Carl C
Sunny Isles Beach, FL |
BUY
|
- |
2.13M+ 6.63% |
$31.6M - $42.5M
|
34.2M
$182M
|
|
Aug 10, 2022
Q2 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
105K+ 56.51% |
$1.56M - $2.09M
|
290K
$1.54M
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
77.6KNew |
$1.15M - $1.55M
|
77.6K
$411K
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
55KNew |
$817K - $1.1M
|
55K
$292K
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$743K - $999K
|
50K
$265K
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
21K+ 20.19% |
$312K - $419K
|
125K
$663K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
14.2KNew |
$211K - $284K
|
14.2K
$75.4K
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.5KNew |
$201K - $270K
|
13.5K
$71.8K
|