Latest Institutional Transactions on Xerox Holdings Corp (XRX)
This table provides information on the latest institutional transactions involving Xerox Holdings Corp (XRX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
187+ 0.91% |
$1.81K - $2.25K
|
20.7K
$57K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$483 - $602
|
50
$138
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-38- 16.1% |
$367 - $458
|
198
$545
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.5K+ 938.0% |
$72.5K - $90.3K
|
8.3K
$22.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.34K- 8.87% |
$12.9K - $16.1K
|
13.8K
$37.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26New |
$251 - $313
|
26
$71.5
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.83K- 13.37% |
$37K - $46.1K
|
24.8K
$68.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 2.09% |
$48.3 - $60.2
|
244
$671
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
155K+ 1960.4% |
$1.5M - $1.87M
|
163K
$449K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
40New |
$386 - $482
|
40
$110
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
25New |
$242 - $301
|
25
$68.8
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
34.2K+ 21.41% |
$331K - $412K
|
194K
$533K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
471New |
$4.55K - $5.67K
|
471
$1.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9New |
$86.9 - $108
|
9
$24.8
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
842New |
$8.13K - $10.1K
|
842
$2.32K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 6.25% |
$9.66 - $12
|
15
$41.3
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
723KNew |
$8.4M - $12.9M
|
723K
$1.99M
|
|
|
Feb 21, 2025
Q2 2024
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
1.01MNew |
$11.8M - $18.1M
|
1.01M
$2.78M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$6.97K - $10.7K
|
600
$1.65K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
263New |
$3.06K - $4.71K
|
263
$723
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-24.4K- 39.8% |
$283K - $436K
|
36.9K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
72.7KNew |
$845K - $1.3M
|
72.7K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
189+ 0.81% |
$2.2K - $3.38K
|
23.5K
$64.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
PUT |
-16.5K- 5.6% |
$192K - $295K
|
278K
$765K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
42+ 3.31% |
$488 - $751
|
1.31K
$3.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-37.1K- 84.5% |
$431K - $664K
|
6.81K
$18.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-19.7K- 4.58% |
$229K - $352K
|
410K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-589- 1.08% |
$6.84K - $10.5K
|
53.9K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-102K- 58.99% |
$1.19M - $1.83M
|
71.1K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
37.4K+ 48.51% |
$435K - $670K
|
115K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
787+ 3.18% |
$9.14K - $14.1K
|
25.5K
$70.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
89KNew |
$1.03M - $1.59M
|
89K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
51.4KNew |
$597K - $920K
|
51.4K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-158K- 13.75% |
$1.84M - $2.83M
|
993K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$138K - $212K
|
11.9K
$32.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-4.57K- 18.74% |
$53.1K - $81.8K
|
19.8K
$54.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 48.89% |
$256 - $394
|
23
$63.3
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-618K- 3.23% |
$7.18M - $11.1M
|
18.5M
$50.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.47K- 13.09% |
$40.4K - $62.1K
|
23.1K
$63.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-25.9K- 29.18% |
$301K - $463K
|
62.9K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-284- 66.51% |
$3.3K - $5.08K
|
143
$393
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-577- 3.74% |
$6.7K - $10.3K
|
14.9K
$40.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
550New |
$6.39K - $9.84K
|
550
$1.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-40.1K- 22.43% |
$466K - $718K
|
139K
$382K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
125New |
$1.45K - $2.24K
|
125
$344
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 133.61% |
$179K - $275K
|
26.9K
$73.9K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-15.2K- 31.64% |
$176K - $271K
|
32.8K
$90.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$23.2K - $35.7K
|
2K
$5.49K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-438K- 58.51% |
$5.09M - $7.84M
|
311K
$855K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-99- 0.16% |
$1.15K - $1.77K
|
62.8K
$173K
|
|