Purchases and Sales Made in Q4 2022 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02KNew |
$13.9K - $17K
|
1.02K
$9.41K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
901+ 3.66% |
$12.2K - $15K
|
25.5K
$236K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
739+ 11.99% |
$10K - $12.3K
|
6.9K
$63.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
735+ 1.36% |
$9.98K - $12.3K
|
54.6K
$504K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
668+ 55.44% |
$9.07K - $11.1K
|
1.87K
$17.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
658New |
$8.94K - $11K
|
658
$6.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
638+ 0.25% |
$8.66K - $10.6K
|
260K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
611+ 4.23% |
$8.3K - $10.2K
|
15.1K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
574+ 1.54% |
$7.79K - $9.57K
|
38K
$350K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$6.79K - $8.34K
|
500
$4.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
437+ 0.89% |
$5.93K - $7.28K
|
49.8K
$459K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
437+ 23.6% |
$5.93K - $7.28K
|
2.29K
$21.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
427+ 27.84% |
$5.8K - $7.12K
|
1.96K
$18.1K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
369+ 1.33% |
$5.01K - $6.15K
|
28.2K
$260K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
335+ 51.7% |
$4.55K - $5.58K
|
983
$9.07K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
310+ 563.64% |
$4.21K - $5.17K
|
365
$3.37K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
284New |
$3.86K - $4.73K
|
284
$2.62K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
280+ 1.32% |
$3.8K - $4.67K
|
21.5K
$198K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
237New |
$3.22K - $3.95K
|
237
$2.19K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
223New |
$3.03K - $3.72K
|
223
$2.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.67% |
$2.72K - $3.33K
|
30K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
167+ 1.12% |
$2.27K - $2.78K
|
15.1K
$140K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
135+ 30.27% |
$1.83K - $2.25K
|
581
$5.36K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
130+ 0.7% |
$1.77K - $2.17K
|
18.6K
$172K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
125New |
$1.7K - $2.08K
|
125
$1.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
121New |
$1.64K - $2.02K
|
121
$1.12K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
118+ 337.14% |
$1.6K - $1.97K
|
153
$1.41K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
109New |
$1.48K - $1.82K
|
109
$1.01K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
109New |
$1.48K - $1.82K
|
109
$1.01K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 10000.0% |
$1.36K - $1.67K
|
101
$932
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$1.36K - $1.67K
|
100
$923
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.36K - $1.67K
|
100
$923
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
90New |
$1.22K - $1.5K
|
90
$831
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
81+ 5.14% |
$1.1K - $1.35K
|
1.66K
$15.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
75New |
$1.02K - $1.25K
|
75
$692
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
71New |
$964 - $1.18K
|
71
$655
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
67New |
$910 - $1.12K
|
67
$618
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
64New |
$869 - $1.07K
|
64
$591
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
52New |
$706 - $867
|
52
$480
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50New |
$679 - $834
|
50
$462
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
50New |
$679 - $834
|
50
$462
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
49+ 94.23% |
$665 - $817
|
101
$932
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
44New |
$598 - $733
|
44
$406
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37New |
$502 - $617
|
37
$342
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36New |
$489 - $600
|
36
$332
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25New |
$340 - $417
|
25
$231
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24New |
$326 - $400
|
24
$222
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$149 - $183
|
11
$102
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 1.64% |
$81.5 - $100
|
372
$3.43K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$67.9 - $83.4
|
12.8K
$118K
|