Purchases and Sales Made in Q4 2022 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 1.88% |
$54.3 - $66.7
|
217
$1.83K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$54.3 - $66.7
|
4
$33.7
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 10.81% |
$54.3 - $66.7
|
41
$346
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
3+ 2.44% |
$40.7 - $50
|
126
$1.06K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.59% |
$27.2 - $33.3
|
128
$1.08K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$27.2 - $33.3
|
2
$16.9
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1+ 0.0% |
$13.6 - $16.7
|
23.6K
$199K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.41% |
$13.6 - $16.7
|
242
$2.04K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.04% |
$109 - $133
|
18.6K
$157K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-37- 8.77% |
$502 - $617
|
385
$3.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 21.6% |
$625 - $767
|
167
$1.41K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-50- 12.2% |
$679 - $834
|
360
$3.03K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-52- 0.06% |
$706 - $867
|
80.5K
$678K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-59- 14.43% |
$801 - $984
|
350
$2.95K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-68- 6.85% |
$923 - $1.13K
|
924
$7.79K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-88- 97.78% |
$1.2K - $1.47K
|
2
$16.9
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-117- 66.86% |
$1.59K - $1.95K
|
58
$489
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-216- 11.27% |
$2.93K - $3.6K
|
1.7K
$14.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-291- 85.34% |
$3.95K - $4.85K
|
50
$422
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-298- 45.78% |
$4.05K - $4.97K
|
353
$2.98K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-328- 19.32% |
$4.45K - $5.47K
|
1.37K
$11.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-351- 0.52% |
$4.77K - $5.85K
|
67.4K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-359- 2.75% |
$4.88K - $5.98K
|
12.7K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-375- 1.51% |
$5.09K - $6.25K
|
24.5K
$206K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-400- 49.81% |
$5.43K - $6.67K
|
403
$3.4K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-405- 2.52% |
$5.5K - $6.75K
|
15.7K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-439- 29.34% |
$5.96K - $7.32K
|
1.06K
$8.91K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-470- 1.9% |
$6.38K - $7.83K
|
24.2K
$204K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-491- 1.52% |
$6.67K - $8.18K
|
31.8K
$268K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-499- 86.33% |
$6.78K - $8.32K
|
79
$666
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-500- 1.58% |
$6.79K - $8.34K
|
31.2K
$263K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-540- 1.02% |
$7.33K - $9K
|
52.5K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-566- 0.76% |
$7.69K - $9.44K
|
73.9K
$623K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-735- 20.03% |
$9.98K - $12.3K
|
2.94K
$24.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-751- 58.53% |
$10.2K - $12.5K
|
532
$4.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-772- 0.57% |
$10.5K - $12.9K
|
134K
$1.13M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-772- 0.57% |
$10.5K - $12.9K
|
134K
$1.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-808- 8.97% |
$11K - $13.5K
|
8.2K
$69.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-925- 37.42% |
$12.6K - $15.4K
|
1.55K
$13K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.05K- 6.28% |
$14.2K - $17.4K
|
15.6K
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 23.92% |
$14.7K - $18K
|
3.43K
$28.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.11K- 51.08% |
$15.1K - $18.5K
|
1.06K
$8.97K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 54.71% |
$16.5K - $20.2K
|
1.01K
$8.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.26K- 46.67% |
$17.1K - $20.9K
|
1.44K
$12.1K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.41K- 1.09% |
$19.1K - $23.5K
|
128K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.41K- 1.09% |
$19.1K - $23.5K
|
128K
$1.08M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.41K- 1.09% |
$19.1K - $23.5K
|
128K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.86K- 1.23% |
$25.3K - $31.1K
|
150K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.99K- 26.65% |
$27.1K - $33.2K
|
5.48K
$46.2K
|