Purchases and Sales Made in Q1 2022 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q1 2022. The information is specifically focused on institutions that hold shares of Xerox Holdings Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.75K+ 36.3% |
$30.9K - $41.9K
|
6.58K
$55.4K
|
|
|
May 04, 2022
Q1 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.64K+ 4.58% |
$29K - $39.3K
|
37.5K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.62K+ 24.41% |
$28.5K - $38.6K
|
8.23K
$69.4K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 34.69% |
$25.1K - $34K
|
5.52K
$46.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.16K+ 3.31% |
$20.4K - $27.7K
|
36.1K
$305K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.01K+ 95.09% |
$17.8K - $24.1K
|
2.07K
$17.4K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
671+ 40.18% |
$11.8K - $16.1K
|
2.34K
$19.7K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
658New |
$11.6K - $15.7K
|
658
$5.55K
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
600+ 8.0% |
$10.6K - $14.4K
|
8.1K
$68.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
542+ 17.29% |
$9.56K - $13K
|
3.68K
$31K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
521+ 3.44% |
$9.19K - $12.5K
|
15.7K
$132K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
493New |
$8.69K - $11.8K
|
493
$4.16K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
355New |
$6.26K - $8.5K
|
355
$2.99K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
349+ 6.99% |
$6.15K - $8.35K
|
5.34K
$45K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 100.0% |
$4.41K - $5.98K
|
500
$4.22K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
250+ 39.06% |
$4.41K - $5.98K
|
890
$7.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
248New |
$4.37K - $5.93K
|
248
$2.09K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
231New |
$4.07K - $5.53K
|
231
$1.95K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
183+ 0.45% |
$3.23K - $4.38K
|
41K
$346K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
175New |
$3.09K - $4.19K
|
175
$1.48K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
133New |
$2.34K - $3.18K
|
133
$1.12K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
122New |
$2.15K - $2.92K
|
122
$1.03K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
94New |
$1.66K - $2.25K
|
94
$792
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
93+ 172.22% |
$1.64K - $2.23K
|
147
$1.24K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
72New |
$1.27K - $1.72K
|
72
$607
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
62+ 688.89% |
$1.09K - $1.48K
|
71
$599
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
56+ 0.02% |
$987 - $1.34K
|
237K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
50New |
$882 - $1.2K
|
50
$422
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
42New |
$740 - $1.01K
|
42
$354
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
31+ 23.48% |
$547 - $742
|
163
$1.37K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 1.17% |
$441 - $598
|
2.16K
$18.2K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24+ 11.59% |
$423 - $574
|
231
$1.95K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 37.1% |
$405 - $550
|
85
$717
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 2.17% |
$300 - $407
|
800
$6.74K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
12+ 32.43% |
$212 - $287
|
49
$413
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 0.3% |
$176 - $239
|
3.39K
$28.6K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$141 - $191
|
8
$67.4
|
|
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
7+ 0.0% |
$123 - $168
|
378K
$3.19M
|
|
|
Apr 26, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
7+ 0.0% |
$123 - $168
|
378K
$3.19M
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3+ 1.35% |
$52.9 - $71.8
|
226
$1.91K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.64% |
$35.3 - $47.9
|
314
$2.65K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.75% |
$17.6 - $23.9
|
135
$1.14K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.83% |
$17.6 - $23.9
|
122
$1.03K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2Closed |
$35.3 - $47.9
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 5.08% |
$52.9 - $71.8
|
56
$472
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3Closed |
$52.9 - $71.8
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$194 - $263
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 11.83% |
$194 - $263
|
82
$691
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15Closed |
$264 - $359
|
0
$0
|