Purchases and Sales Made in Q4 2021 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.25K+ 43.62% |
$22.1K - $29.1K
|
4.1K
$38.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 1882.46% |
$19.1K - $25.1K
|
1.13K
$10.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.06KNew |
$18.8K - $24.7K
|
1.06K
$9.89K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02KNew |
$18.1K - $23.8K
|
1.02K
$9.53K
|
|
|
Feb 15, 2022
Q4 2021
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
1K+ 2.29% |
$17.8K - $23.4K
|
44.7K
$417K
|
|
|
Jan 12, 2022
Q4 2021
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
1K+ 0.68% |
$17.8K - $23.4K
|
149K
$1.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
962+ 73.1% |
$17.1K - $22.5K
|
2.28K
$21.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
722+ 81.12% |
$12.8K - $16.9K
|
1.61K
$15.1K
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
588+ 0.89% |
$10.5K - $13.7K
|
66.6K
$622K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 1.16% |
$7.12K - $9.34K
|
34.8K
$325K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
396+ 2.8% |
$7.04K - $9.25K
|
14.6K
$136K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
350+ 7.01% |
$6.23K - $8.17K
|
5.34K
$49.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
340+ 0.67% |
$6.05K - $7.94K
|
51.5K
$481K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
339+ 46.12% |
$6.03K - $7.92K
|
1.07K
$10K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
298+ 84.42% |
$5.3K - $6.96K
|
651
$6.08K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
250New |
$4.45K - $5.84K
|
250
$2.34K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.57% |
$3.56K - $4.67K
|
35.3K
$330K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
180+ 93.26% |
$3.2K - $4.2K
|
373
$3.48K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
174New |
$3.1K - $4.06K
|
174
$1.63K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
167New |
$2.97K - $3.9K
|
167
$1.56K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
167+ 0.37% |
$2.97K - $3.9K
|
45.6K
$426K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
150New |
$2.67K - $3.5K
|
150
$1.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
134New |
$2.38K - $3.13K
|
134
$1.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
128+ 106.67% |
$2.28K - $2.99K
|
248
$2.32K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
123New |
$2.19K - $2.87K
|
123
$1.15K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
123New |
$2.19K - $2.87K
|
123
$1.15K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
121New |
$2.15K - $2.83K
|
121
$1.13K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
105New |
$1.87K - $2.45K
|
105
$981
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
102New |
$1.81K - $2.38K
|
102
$953
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
93New |
$1.65K - $2.17K
|
93
$869
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
84+ 0.37% |
$1.49K - $1.96K
|
22.8K
$213K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
81+ 2.45% |
$1.44K - $1.89K
|
3.38K
$31.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
76New |
$1.35K - $1.77K
|
76
$710
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54New |
$961 - $1.26K
|
54
$504
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
52New |
$925 - $1.21K
|
52
$486
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
50New |
$890 - $1.17K
|
50
$467
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38New |
$676 - $887
|
38
$355
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
37New |
$658 - $864
|
37
$346
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 3.43% |
$463 - $607
|
783
$7.31K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
25New |
$445 - $584
|
25
$234
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
23+ 0.53% |
$409 - $537
|
4.38K
$40.9K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
15New |
$267 - $350
|
15
$140
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$196 - $257
|
11
$103
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
9New |
$160 - $210
|
9
$84.1
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
8+ 3.72% |
$142 - $187
|
223
$2.08K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
3New |
$53.4 - $70.1
|
3
$28
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2New |
$35.6 - $46.7
|
2
$18.7
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.56% |
$17.8 - $23.4
|
179
$1.67K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$17.8 - $23.4
|
1
$9.34
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|