Institutional Ownership Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX). We have compiled data on the 331 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $905 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
651
shares
|
$5,487
0.0% of portfolio
|
Q3 2024
Reduced 98.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
626
shares
|
$5,277
0.0% of portfolio
|
Q3 2024
Added 130.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
500
shares
|
$4,215
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$4,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
471
shares
|
$3,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
444
shares
|
$3,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
420
shares
|
$3,540
0.0% of portfolio
|
Q3 2024
Added 22.81%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
419
shares
|
$3,532
0.0% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
404
shares
|
$3,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
403
shares
|
$3,397
0.0% of portfolio
|
Q4 2022
Reduced 49.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
349
shares
|
$2,942
0.0% of portfolio
|
Q2 2024
Added 1736.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
325
shares
|
$2,739
0.0% of portfolio
|
Q3 2024
Added 19.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
321
shares
|
$2,706
0.0% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
300
shares
|
$2,529
0.0% of portfolio
|
Q1 2024
Reduced 53.78%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
279
shares
|
$2,351
0.0% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$2,107
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
244
shares
|
$2,056
0.0% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
216
shares
|
$1,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
198
shares
|
$1,669
0.0% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
193
shares
|
$1,626
0.0% of portfolio
|
Q3 2024
Added 211.29%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
169
shares
|
$1,424
0.0% of portfolio
|
Q3 2024
Reduced 41.92%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
148
shares
|
$1,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
147
shares
|
$1,239
0.0% of portfolio
|
Q3 2024
Reduced 82.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
143
shares
|
$1,205
0.0% of portfolio
|
Q2 2024
Reduced 66.51%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
140
shares
|
$1,180
0.0% of portfolio
|
Q3 2023
New holding
|