Purchases and Sales Made in Q1 2025 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q1 2025. 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 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
166New |
$802 - $1.63K
|
166
$946
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
163+ 163.0% |
$787 - $1.6K
|
263
$1.5K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
145New |
$700 - $1.43K
|
145
$827
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 41.96% |
$681 - $1.39K
|
477
$2.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
129+ 0.46% |
$623 - $1.27K
|
28.4K
$162K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
104+ 577.78% |
$502 - $1.02K
|
122
$695
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
91New |
$440 - $895
|
91
$519
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
76+ 39.18% |
$367 - $748
|
270
$1.54K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60New |
$290 - $590
|
60
$342
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
55+ 5.79% |
$266 - $541
|
1.01K
$5.73K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
36+ 0.07% |
$174 - $354
|
48.1K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28+ 77.78% |
$135 - $276
|
64
$365
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
27New |
$130 - $266
|
27
$154
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 3.01% |
$62.8 - $128
|
445
$2.54K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9New |
$43.5 - $88.6
|
9
$51.3
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$24.2 - $49.2
|
5
$28.5
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4New |
$19.3 - $39.4
|
4
$22.8
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 2.75% |
$14.5 - $29.5
|
112
$638
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 3.19% |
$14.5 - $29.5
|
97
$553
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1+ 3.13% |
$4.83 - $9.84
|
33
$188
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.92% |
$4.83 - $9.84
|
53
$302
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4- -0.0% |
$19.3 - $39.4
|
133K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 19.7% |
$62.8 - $128
|
53
$302
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-39- 6.69% |
$188 - $384
|
544
$3.1K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-98- 0.09% |
$473 - $964
|
108K
$614K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-125- 10.79% |
$604 - $1.23K
|
1.03K
$5.89K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-201- 1.71% |
$971 - $1.98K
|
11.6K
$65.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-206- 0.83% |
$995 - $2.03K
|
24.7K
$141K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-288- 28.66% |
$1.39K - $2.83K
|
717
$4.09K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-369- 12.97% |
$1.78K - $3.63K
|
2.48K
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-393- 1.15% |
$1.9K - $3.87K
|
33.9K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-413- 46.4% |
$1.99K - $4.06K
|
477
$2.72K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-415- 0.57% |
$2K - $4.08K
|
72.5K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-426- 0.67% |
$2.06K - $4.19K
|
63.4K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-588- 67.51% |
$2.84K - $5.79K
|
283
$1.61K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-670- 3.82% |
$3.24K - $6.59K
|
16.9K
$96.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 2.57% |
$3.38K - $6.89K
|
26.5K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-787- 83.63% |
$3.8K - $7.74K
|
154
$878
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-790- 3.79% |
$3.82K - $7.77K
|
20.1K
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-880- 2.58% |
$4.25K - $8.66K
|
33.2K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-1.06K- 28.31% |
$5.14K - $10.5K
|
2.69K
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.13K- 1.03% |
$5.44K - $11.1K
|
108K
$615K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.22K- 8.41% |
$5.87K - $12K
|
13.2K
$75.4K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.28K- 96.97% |
$6.18K - $12.6K
|
40
$228
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.29K- 4.01% |
$6.25K - $12.7K
|
30.9K
$176K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 2.5% |
$6.76K - $13.8K
|
54.5K
$311K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.51K- 57.88% |
$7.31K - $14.9K
|
1.1K
$6.28K
|