Purchases and Sales Made in Q4 2024 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q4 2024. 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 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.34M+ 13.79% |
$19.1M - $25.9M
|
19.3M
$152M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
561KNew |
$4.58M - $6.21M
|
561K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
340K+ 164.84% |
$2.78M - $3.77M
|
547K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
136K+ 17.03% |
$1.11M - $1.5M
|
932K
$7.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
92.5K+ 5.38% |
$756K - $1.02M
|
1.81M
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
86.2K+ 6.53% |
$705K - $955K
|
1.41M
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69.2K+ 6.69% |
$565K - $766K
|
1.1M
$8.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
61.6KNew |
$503K - $682K
|
61.6K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
55.9K+ 35.67% |
$457K - $619K
|
213K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
46.2K+ 8.24% |
$378K - $512K
|
607K
$4.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
35.7K+ 175.62% |
$292K - $396K
|
56.1K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
30.2KNew |
$247K - $334K
|
30.2K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28KNew |
$228K - $309K
|
28K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.7KNew |
$202K - $273K
|
24.7K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 28.95% |
$181K - $246K
|
98.9K
$777K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
14.3KNew |
$117K - $158K
|
14.3K
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14.2KNew |
$116K - $157K
|
14.2K
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$99.4K - $135K
|
12.2K
$95.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.5KNew |
$94.2K - $128K
|
11.5K
$90.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10.5KNew |
$86K - $117K
|
10.5K
$82.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.4K+ 31.42% |
$85K - $115K
|
43.5K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.4K+ 28.73% |
$84.8K - $115K
|
46.5K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10KNew |
$81.7K - $111K
|
10K
$78.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.88K+ 25.92% |
$39.9K - $54K
|
23.7K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.22K+ 84.5% |
$34.5K - $46.8K
|
9.22K
$72.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.19K+ 522.38% |
$17.9K - $24.3K
|
2.61K
$20.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 267.2% |
$15K - $20.4K
|
2.53K
$19.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.49K+ 2.84% |
$12.1K - $16.5K
|
53.8K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.13K+ 15.22% |
$9.23K - $12.5K
|
8.56K
$67.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 100.0% |
$8.17K - $11.1K
|
2K
$15.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
876+ 197.3% |
$7.16K - $9.7K
|
1.32K
$10.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
584+ 5.22% |
$4.77K - $6.46K
|
11.8K
$92.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
546+ 168.0% |
$4.46K - $6.04K
|
871
$6.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
490+ 34.15% |
$4K - $5.42K
|
1.93K
$15.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
435+ 4.11% |
$3.55K - $4.82K
|
11K
$86.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
371+ 47.02% |
$3.03K - $4.11K
|
1.16K
$9.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
287+ 0.84% |
$2.34K - $3.18K
|
34.3K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
178New |
$1.45K - $1.97K
|
178
$1.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
152New |
$1.24K - $1.68K
|
152
$1.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
143New |
$1.17K - $1.58K
|
143
$1.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
138New |
$1.13K - $1.53K
|
138
$1.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
132+ 0.76% |
$1.08K - $1.46K
|
17.5K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$817 - $1.11K
|
100
$785
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 65.35% |
$678 - $919
|
210
$1.65K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
76+ 0.75% |
$621 - $841
|
10.2K
$80.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 20.43% |
$466 - $631
|
336
$2.64K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46+ 31.08% |
$376 - $509
|
194
$1.52K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 3.12% |
$286 - $387
|
1.16K
$9.09K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 2.95% |
$221 - $299
|
941
$7.39K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
25New |
$204 - $277
|
25
$196
|