Purchases and Sales Made in Q2 2025 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
204New |
$743 - $1.21K
|
204
$861
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.37% |
$728 - $1.19K
|
54.7K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
163New |
$593 - $970
|
163
$688
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
161+ 50.16% |
$586 - $958
|
482
$2.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
135New |
$491 - $803
|
135
$570
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117New |
$426 - $696
|
117
$494
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
109+ 70.78% |
$397 - $649
|
263
$1.11K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
96+ 78.69% |
$349 - $571
|
218
$920
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
50New |
$182 - $298
|
50
$211
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 53.33% |
$116 - $190
|
92
$388
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 2.81% |
$106 - $173
|
1.06K
$4.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 2.7% |
$43.7 - $71.4
|
457
$1.93K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 3.79% |
$36.4 - $59.5
|
274
$1.16K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 2.68% |
$10.9 - $17.9
|
115
$485
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 3.77% |
$7.28 - $11.9
|
55
$232
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 2.06% |
$7.28 - $11.9
|
99
$418
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1+ 3.03% |
$3.64 - $5.95
|
34
$143
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 1.56% |
$3.64 - $5.95
|
65
$274
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.89% |
$3.64 - $5.95
|
54
$228
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 0.03% |
$10.9 - $17.9
|
11.7K
$49.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6- 12.24% |
$21.8 - $35.7
|
43
$181
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7- 15.91% |
$25.5 - $41.7
|
37
$156
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-11- 18.03% |
$40 - $65.5
|
50
$211
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-52Closed |
$189 - $309
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-79- 47.02% |
$288 - $470
|
89
$376
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-90- 39.65% |
$328 - $536
|
137
$578
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-144- 26.72% |
$524 - $857
|
395
$1.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-200- 0.9% |
$728 - $1.19K
|
22K
$92.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-243- 22.07% |
$885 - $1.45K
|
858
$3.62K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-312- 77.61% |
$1.14K - $1.86K
|
90
$380
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-620- 2.51% |
$2.26K - $3.69K
|
24.1K
$102K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-989- 59.83% |
$3.6K - $5.88K
|
664
$2.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 7.15% |
$3.86K - $6.31K
|
13.8K
$58.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.24K- 6.17% |
$4.51K - $7.37K
|
18.8K
$79.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.81K- 14.53% |
$6.59K - $10.8K
|
10.7K
$45K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.82K- 73.45% |
$6.62K - $10.8K
|
657
$2.77K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.82K- 10.82% |
$6.64K - $10.9K
|
15K
$63.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.6K- 99.92% |
$9.47K - $15.5K
|
2
$8.44
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.61K- 4.09% |
$9.5K - $15.5K
|
61.3K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.2K- 3.17% |
$15.3K - $25K
|
128K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.23K- 24.58% |
$15.4K - $25.2K
|
13K
$54.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-4.52K- 6.55% |
$16.5K - $26.9K
|
64.5K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.58K- 99.85% |
$16.7K - $27.2K
|
7
$29.5
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.9K- 69.57% |
$17.8K - $29.2K
|
2.14K
$9.05K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.96K- 91.53% |
$21.7K - $35.4K
|
551
$2.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-6.51K- 7.74% |
$23.7K - $38.7K
|
77.6K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.8K- 21.97% |
$24.7K - $40.5K
|
24.1K
$102K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-7.81K- 12.32% |
$28.4K - $46.5K
|
55.6K
$235K
|