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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10KNew |
$81.7K - $111K
|
10K
$38.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28KNew |
$228K - $309K
|
28K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-576- 92.01% |
$4.71K - $6.38K
|
50
$194
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
92.5K+ 5.38% |
$756K - $1.02M
|
1.81M
$7.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
340K+ 164.84% |
$2.78M - $3.77M
|
547K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
490+ 34.15% |
$4K - $5.42K
|
1.93K
$7.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
287+ 0.84% |
$2.34K - $3.18K
|
34.3K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
30.2KNew |
$247K - $334K
|
30.2K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
152New |
$1.24K - $1.68K
|
152
$590
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.7KNew |
$202K - $273K
|
24.7K
$95.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 65.35% |
$678 - $919
|
210
$815
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
14.3KNew |
$117K - $158K
|
14.3K
$55.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
22.2K+ 28.95% |
$181K - $246K
|
98.9K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
138New |
$1.13K - $1.53K
|
138
$535
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
132+ 0.76% |
$1.08K - $1.46K
|
17.5K
$68K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.42K- 38.16% |
$19.8K - $26.8K
|
3.93K
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
546+ 168.0% |
$4.46K - $6.04K
|
871
$3.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
876+ 197.3% |
$7.16K - $9.7K
|
1.32K
$5.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14.2KNew |
$116K - $157K
|
14.2K
$55.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 37.35% |
$253 - $343
|
52
$202
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.76K- 89.58% |
$79.7K - $108K
|
1.14K
$4.41K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.4K+ 28.73% |
$84.8K - $115K
|
46.5K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.42K- 5.09% |
$27.9K - $37.9K
|
63.8K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.77K- 17.64% |
$30.8K - $41.7K
|
17.6K
$68.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-308- 0.9% |
$2.52K - $3.41K
|
34.1K
$132K
|
|
|
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
$33.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
61.6KNew |
$503K - $682K
|
61.6K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.4K+ 31.42% |
$85K - $115K
|
43.5K
$169K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
86.2K+ 6.53% |
$705K - $955K
|
1.41M
$5.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
PUT |
59.1K+ 103.14% |
$483K - $654K
|
116K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
561KNew |
$4.58M - $6.21M
|
561K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
435+ 4.11% |
$3.55K - $4.82K
|
11K
$42.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
584+ 5.22% |
$4.77K - $6.46K
|
11.8K
$45.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.02K- 7.5% |
$16.5K - $22.4K
|
24.9K
$96.7K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.1K- 16.58% |
$49.8K - $67.5K
|
30.7K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-8.41K- 6.65% |
$68.7K - $93.1K
|
118K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 267.2% |
$15K - $20.4K
|
2.53K
$9.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
143New |
$1.17K - $1.58K
|
143
$555
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
46.2K+ 8.24% |
$378K - $512K
|
607K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 100.0% |
$8.17K - $11.1K
|
2K
$7.76K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-241- 0.37% |
$1.97K - $2.67K
|
65.7K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46+ 31.08% |
$376 - $509
|
194
$753
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-20.6K- 41.22% |
$169K - $228K
|
29.4K
$114K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 3.1% |
$106 - $144
|
432
$1.68K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.23K- 13.4% |
$26.3K - $35.7K
|
20.9K
$80.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$817 - $1.11K
|
100
$388
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.22K+ 84.5% |
$34.5K - $46.8K
|
9.22K
$35.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
371+ 47.02% |
$3.03K - $4.11K
|
1.16K
$4.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.34M+ 13.79% |
$19.1M - $25.9M
|
19.3M
$74.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$99.4K - $135K
|
12.2K
$47.2K
|