Purchases and Sales Made in Q3 2022 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.5KNew |
$19.6K - $28.8K
|
1.5K
$13.8K
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.46K+ 48.03% |
$19.1K - $28.1K
|
4.5K
$41.5K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.19K+ 1.87% |
$15.6K - $22.9K
|
64.8K
$598K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04K+ 118.22% |
$13.6K - $20K
|
1.92K
$17.7K
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
965+ 8.26% |
$12.6K - $18.6K
|
12.6K
$117K
|
|
Nov 14, 2022
Q3 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
926+ 0.46% |
$12.1K - $17.8K
|
202K
$1.87M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
894+ 287.46% |
$11.7K - $17.2K
|
1.21K
$11.1K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
845+ 99.06% |
$11.1K - $16.3K
|
1.7K
$15.7K
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
803New |
$10.5K - $15.4K
|
803
$7.41K
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
739+ 11.99% |
$9.67K - $14.2K
|
6.9K
$63.7K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
599+ 38.01% |
$7.83K - $11.5K
|
2.18K
$20.1K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
422+ 29.51% |
$5.52K - $8.12K
|
1.85K
$17.1K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
348+ 28.06% |
$4.55K - $6.7K
|
1.59K
$14.7K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
348+ 0.97% |
$4.55K - $6.7K
|
36.1K
$333K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
286+ 6.77% |
$3.74K - $5.5K
|
4.51K
$41.6K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
279+ 0.74% |
$3.65K - $5.37K
|
37.9K
$350K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
269+ 26.53% |
$3.52K - $5.18K
|
1.28K
$11.8K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
259+ 1.11% |
$3.39K - $4.98K
|
23.5K
$217K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
232New |
$3.03K - $4.46K
|
232
$2.14K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
213New |
$2.79K - $4.1K
|
213
$1.97K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
196+ 78.4% |
$2.56K - $3.77K
|
446
$4.12K
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
175New |
$2.29K - $3.37K
|
175
$1.62K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
171New |
$2.24K - $3.29K
|
171
$1.58K
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
170+ 0.08% |
$2.22K - $3.27K
|
207K
$1.91M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
169+ 384.09% |
$2.21K - $3.25K
|
213
$1.97K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
160+ 0.95% |
$2.09K - $3.08K
|
17K
$157K
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
155+ 0.19% |
$2.03K - $2.98K
|
80.5K
$743K
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
126+ 0.69% |
$1.65K - $2.42K
|
18.5K
$171K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
59+ 16.86% |
$772 - $1.14K
|
409
$3.78K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
53New |
$693 - $1.02K
|
53
$489
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 61.29% |
$497 - $731
|
100
$923
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 0.97% |
$432 - $635
|
3.44K
$31.8K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
27+ 337.5% |
$353 - $519
|
35
$323
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$314 - $462
|
24
$222
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 57.14% |
$209 - $308
|
44
$406
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 0.39% |
$78.5 - $115
|
1.53K
$14.2K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 1.39% |
$65.4 - $96.2
|
366
$3.38K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.61% |
$26.2 - $38.5
|
126
$1.16K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.82% |
$13.1 - $19.2
|
123
$1.14K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-2- 2.17% |
$26.2 - $38.5
|
90
$831
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 17.78% |
$105 - $154
|
37
$342
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-38- 42.22% |
$497 - $731
|
52
$480
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-74Closed |
$968 - $1.42K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-84- 0.92% |
$1.1K - $1.62K
|
9.01K
$83.2K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-139- 90.26% |
$1.82K - $2.67K
|
15
$138
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-216- 0.68% |
$2.83K - $4.16K
|
31.6K
$291K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-220- 1.15% |
$2.88K - $4.23K
|
19K
$175K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-231Closed |
$3.02K - $4.44K
|
0
$0
|