Purchases and Sales Made in Q1 2023 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
900+ 6.16% |
$13.1K - $15.7K
|
15.5K
$143K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
892+ 2.71% |
$13K - $15.5K
|
33.8K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
812+ 0.21% |
$11.8K - $14.1K
|
388K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
800+ 1.47% |
$11.6K - $13.9K
|
55.2K
$509K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
657+ 1.39% |
$9.57K - $11.4K
|
47.9K
$442K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
657New |
$9.57K - $11.4K
|
657
$6.06K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
500+ 4.96% |
$7.28K - $8.71K
|
10.6K
$97.6K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
456+ 0.92% |
$6.64K - $7.94K
|
50.2K
$464K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
419New |
$6.1K - $7.3K
|
419
$3.87K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
410+ 34.37% |
$5.97K - $7.14K
|
1.6K
$14.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
366+ 21.53% |
$5.33K - $6.38K
|
2.07K
$19.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
365+ 0.25% |
$5.31K - $6.36K
|
147K
$1.36M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
341+ 1.59% |
$4.96K - $5.94K
|
21.8K
$202K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
339New |
$4.94K - $5.91K
|
339
$3.13K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
328+ 44.57% |
$4.78K - $5.71K
|
1.06K
$9.82K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
259+ 0.79% |
$3.77K - $4.51K
|
33K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
250+ 0.13% |
$3.64K - $4.36K
|
192K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250New |
$3.64K - $4.36K
|
250
$2.31K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
240+ 45.11% |
$3.49K - $4.18K
|
772
$7.13K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
173New |
$2.52K - $3.01K
|
173
$1.6K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
153+ 1.05% |
$2.23K - $2.67K
|
14.7K
$136K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
149New |
$2.17K - $2.6K
|
149
$1.38K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
118+ 0.23% |
$1.72K - $2.06K
|
50.5K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
87+ 23.84% |
$1.27K - $1.52K
|
452
$4.17K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
86+ 195.45% |
$1.25K - $1.5K
|
130
$1.2K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66New |
$961 - $1.15K
|
66
$609
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
57+ 0.55% |
$830 - $993
|
10.5K
$96.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56New |
$815 - $976
|
56
$517
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 7.92% |
$670 - $801
|
627
$5.79K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
37+ 5.97% |
$539 - $645
|
657
$6.06K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
37New |
$539 - $645
|
37
$342
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25New |
$364 - $436
|
25
$231
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 1.54% |
$218 - $261
|
992
$9.16K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$160 - $192
|
11
$102
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
9+ 450.0% |
$131 - $157
|
11
$102
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8New |
$116 - $139
|
8
$73.8
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 1.61% |
$87.4 - $105
|
378
$3.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 10.0% |
$72.8 - $87.1
|
55
$508
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 4.95% |
$72.8 - $87.1
|
106
$978
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5New |
$72.8 - $87.1
|
5
$46.2
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 12.2% |
$72.8 - $87.1
|
46
$425
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 1.84% |
$58.2 - $69.7
|
221
$2.04K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.8% |
$43.7 - $52.3
|
170
$1.57K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3New |
$43.7 - $52.3
|
3
$27.7
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.56% |
$29.1 - $34.8
|
130
$1.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 1.59% |
$29.1 - $34.8
|
128
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.27% |
$14.6 - $17.4
|
80
$738
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 11.11% |
$248 - $296
|
136
$1.26K
|