Purchases and Sales Made in Q2 2023 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
2.22K+ 133.82% |
$30.1K - $35K
|
3.87K
$30.9K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 68.08% |
$29.5K - $34.3K
|
5.36K
$42.7K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.14K+ 4.98% |
$29K - $33.8K
|
45K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 4.78% |
$28K - $32.5K
|
45.2K
$360K
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 4.78% |
$28K - $32.5K
|
45.2K
$360K
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 5.61% |
$26.4K - $30.7K
|
36.5K
$291K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.91K+ 14.71% |
$26K - $30.2K
|
14.9K
$119K
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.84K+ 10.23% |
$25K - $29.1K
|
19.9K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.82K+ 4.31% |
$24.8K - $28.8K
|
44.1K
$351K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.52K+ 41.77% |
$20.7K - $24.1K
|
5.17K
$41.2K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 4.79% |
$20.7K - $24K
|
33.3K
$265K
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.52K+ 6.08% |
$20.6K - $24K
|
26.5K
$211K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.17K+ 6.57% |
$15.8K - $18.4K
|
18.9K
$151K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.12K+ 2.08% |
$15.2K - $17.6K
|
54.8K
$437K
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 10.14% |
$14.4K - $16.8K
|
11.5K
$92K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
683+ 99.56% |
$9.28K - $10.8K
|
1.37K
$10.9K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
588+ 52.88% |
$7.99K - $9.29K
|
1.7K
$13.5K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
578+ 2.19% |
$7.86K - $9.13K
|
27K
$215K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
556New |
$7.56K - $8.78K
|
556
$4.43K
|
|
Jul 10, 2023
Q2 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
509+ 4.44% |
$6.92K - $8.04K
|
12K
$95.5K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
501New |
$6.81K - $7.92K
|
501
$3.99K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
422+ 1.72% |
$5.73K - $6.67K
|
24.9K
$198K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
353+ 1.62% |
$4.8K - $5.58K
|
22.2K
$177K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
269+ 155.49% |
$3.66K - $4.25K
|
442
$3.52K
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
245+ 0.47% |
$3.33K - $3.87K
|
52.8K
$421K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
242+ 38.6% |
$3.29K - $3.82K
|
869
$6.93K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
231+ 0.93% |
$3.14K - $3.65K
|
25.1K
$200K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
212+ 0.39% |
$2.88K - $3.35K
|
54.8K
$437K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
201+ 201.0% |
$2.73K - $3.18K
|
301
$2.4K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
200+ 25.91% |
$2.72K - $3.16K
|
972
$7.75K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
148New |
$2.01K - $2.34K
|
148
$1.18K
|
|
Aug 10, 2023
Q2 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
137New |
$1.86K - $2.16K
|
137
$1.09K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
124+ 7.93% |
$1.69K - $1.96K
|
1.69K
$13.5K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
109New |
$1.48K - $1.72K
|
109
$869
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
100New |
$1.36K - $1.58K
|
100
$797
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.36K - $1.58K
|
100
$797
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
98+ 10.19% |
$1.33K - $1.55K
|
1.06K
$8.45K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
95New |
$1.29K - $1.5K
|
95
$757
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
61+ 0.03% |
$829 - $964
|
230K
$1.83M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
51New |
$693 - $806
|
51
$406
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50New |
$680 - $790
|
50
$399
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
50New |
$680 - $790
|
50
$399
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
49+ 0.04% |
$666 - $774
|
126K
$1M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 6.29% |
$666 - $774
|
828
$6.6K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
37+ 5.97% |
$503 - $585
|
657
$5.24K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33New |
$448 - $521
|
33
$263
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 1.61% |
$217 - $253
|
1.01K
$8.03K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7New |
$95.1 - $111
|
7
$55.8
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 1.59% |
$81.5 - $94.8
|
384
$3.06K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 7.46% |
$68 - $79
|
72
$574
|