Latest Institutional Purchases of Xerox Holdings Corp (XRX)
This list provides information on the latest institutional transactions involving Xerox Holdings Corp (XRX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$149 - $183
|
11
$43.5
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$54.3 - $66.7
|
4
$15.8
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
42.2K+ 63.89% |
$552K - $812K
|
108K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.2KNew |
$513K - $755K
|
39.2K
$155K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
34.7KNew |
$454K - $668K
|
34.7K
$137K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14KNew |
$183K - $269K
|
14K
$55.3K
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
10.1KNew |
$132K - $194K
|
10.1K
$39.9K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
9.31K+ 46.2% |
$122K - $179K
|
29.5K
$116K
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.27K+ 6.96% |
$42.8K - $62.9K
|
50.3K
$199K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.7KNew |
$22.3K - $32.8K
|
1.7K
$6.73K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
348+ 28.06% |
$4.55K - $6.7K
|
1.59K
$6.27K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
232New |
$3.03K - $4.46K
|
232
$916
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
171New |
$2.24K - $3.29K
|
171
$675
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
160+ 0.95% |
$2.09K - $3.08K
|
17K
$67.1K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
53New |
$693 - $1.02K
|
53
$209
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$314 - $462
|
24
$94.8
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
17.1MNew |
$253M - $341M
|
17.1M
$67.4M
|
|
Aug 15, 2022
Q2 2022
|
Icahn Carl C
Sunny Isles Beach, FL |
BUY
|
- |
2.13M+ 6.63% |
$31.6M - $42.5M
|
34.2M
$135M
|
|
Aug 10, 2022
Q2 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
105K+ 56.51% |
$1.56M - $2.09M
|
290K
$1.15M
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
77.6KNew |
$1.15M - $1.55M
|
77.6K
$306K
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
57.8KNew |
$858K - $1.15M
|
57.8K
$228K
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
55KNew |
$817K - $1.1M
|
55K
$217K
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$743K - $999K
|
50K
$198K
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
21K+ 20.19% |
$312K - $419K
|
125K
$494K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
14.2KNew |
$211K - $284K
|
14.2K
$56.2K
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.5KNew |
$201K - $270K
|
13.5K
$53.5K
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.2KNew |
$166K - $224K
|
11.2K
$44.2K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10K+ 14.38% |
$149K - $200K
|
79.6K
$315K
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
9.37K+ 133.67% |
$139K - $187K
|
16.4K
$64.7K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.7K+ 56.05% |
$99.4K - $134K
|
18.6K
$73.6K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 3009.5% |
$89.4K - $120K
|
6.22K
$24.6K
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.66K+ 21.4% |
$54.3K - $73K
|
20.7K
$81.9K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.08KNew |
$30.9K - $41.6K
|
2.08K
$8.22K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
474New |
$7.04K - $9.47K
|
474
$1.87K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
8New |
$119 - $160
|
8
$31.6
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$59.4 - $79.9
|
4
$15.8
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 12.5% |
$29.7 - $39.9
|
18
$71.1
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
33.9K+ 39.37% |
$598K - $811K
|
120K
$474K
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
5K+ 50.0% |
$88.2K - $120K
|
15K
$59.3K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.81KNew |
$67.2K - $91.2K
|
3.81K
$15K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
175New |
$3.09K - $4.19K
|
175
$691
|
|
Q4 2021 | |||||||
May 03, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
50KNew |
$890K - $1.17M
|
50K
$198K
|
|
Feb 02, 2022
Q4 2021
|
Moody Aldrich Partners LLC
|
BUY
|
- |
33.6K+ 42.01% |
$598K - $785K
|
114K
$449K
|
|
Feb 15, 2022
Q4 2021
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
1K+ 2.29% |
$17.8K - $23.4K
|
44.7K
$177K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
250New |
$4.45K - $5.84K
|
250
$988
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
174New |
$3.1K - $4.06K
|
174
$687
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
93New |
$1.65K - $2.17K
|
93
$367
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
50New |
$890 - $1.17K
|
50
$198
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
25New |
$445 - $584
|
25
$98.8
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
3New |
$53.4 - $70.1
|
3
$11.9
|