Purchases and Sales Made in Q1 2024 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q1 2024. 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 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
182New |
$2.84K - $3.57K
|
182
$1.65K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
139+ 210.61% |
$2.17K - $2.73K
|
205
$1.86K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
120+ 120.0% |
$1.87K - $2.35K
|
220
$1.99K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
81New |
$1.27K - $1.59K
|
81
$733
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
80+ 9.93% |
$1.25K - $1.57K
|
886
$8.02K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
76+ 0.37% |
$1.19K - $1.49K
|
20.6K
$186K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67New |
$1.05K - $1.31K
|
67
$606
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
49+ 0.08% |
$765 - $961
|
61.2K
$554K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45New |
$703 - $882
|
45
$407
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
44+ 88.0% |
$687 - $863
|
94
$851
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
37+ 7.77% |
$578 - $726
|
513
$4.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
37+ 24.34% |
$578 - $726
|
189
$1.71K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
33New |
$515 - $647
|
33
$299
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19New |
$297 - $373
|
19
$172
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19+ 0.08% |
$297 - $373
|
24.4K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17New |
$266 - $333
|
17
$154
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 1.34% |
$219 - $275
|
1.06K
$9.57K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 1.51% |
$219 - $275
|
942
$8.53K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10New |
$156 - $196
|
10
$90.5
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 58.82% |
$156 - $196
|
27
$244
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 4.11% |
$93.7 - $118
|
152
$1.38K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 1.51% |
$93.7 - $118
|
403
$3.65K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 3.88% |
$62.5 - $78.4
|
107
$968
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.29% |
$46.9 - $58.8
|
235
$2.13K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.09% |
$15.6 - $19.6
|
93
$842
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1New |
$15.6 - $19.6
|
1
$9.05
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.36% |
$15.6 - $19.6
|
282
$2.55K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.23% |
$15.6 - $19.6
|
82
$742
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 0.88% |
$15.6 - $19.6
|
112
$1.01K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 20.0% |
$156 - $196
|
40
$362
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 48.65% |
$281 - $353
|
19
$172
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-21- 2.27% |
$328 - $412
|
905
$8.19K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-25- 50.0% |
$391 - $490
|
25
$226
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-38- 0.07% |
$594 - $745
|
54.4K
$493K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 18.88% |
$734 - $922
|
202
$1.83K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-64- 13.03% |
$1K - $1.26K
|
427
$3.86K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-71- 0.3% |
$1.11K - $1.39K
|
23.3K
$211K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-91- 16.19% |
$1.42K - $1.78K
|
471
$4.26K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-125- 0.97% |
$1.95K - $2.45K
|
12.8K
$116K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-137- 10.04% |
$2.14K - $2.69K
|
1.23K
$11.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-174- 7.71% |
$2.72K - $3.41K
|
2.08K
$18.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-191- 70.22% |
$2.98K - $3.75K
|
81
$733
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-250- 93.28% |
$3.91K - $4.9K
|
18
$163
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-269- 0.74% |
$4.2K - $5.28K
|
36.3K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-269- 4.04% |
$4.2K - $5.28K
|
6.39K
$57.8K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-273- 0.84% |
$4.26K - $5.35K
|
32.4K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-311- 1.57% |
$4.86K - $6.1K
|
19.5K
$176K
|