Purchases and Sales Made in Q4 2023 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19K+ 1.36% |
$14.4K - $22.6K
|
89.2K
$823K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.04KNew |
$12.6K - $19.8K
|
1.04K
$9.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
924+ 46200.0% |
$11.2K - $17.5K
|
926
$8.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
900+ 42.86% |
$10.9K - $17K
|
3K
$27.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
900New |
$10.9K - $17K
|
900
$8.31K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
884+ 0.24% |
$10.7K - $16.7K
|
374K
$3.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
882New |
$10.7K - $16.7K
|
882
$8.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
759+ 1.38% |
$9.18K - $14.4K
|
55.7K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
705+ 6.18% |
$8.53K - $13.4K
|
12.1K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
668+ 3.2% |
$8.08K - $12.7K
|
21.5K
$199K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
661+ 1.84% |
$8K - $12.5K
|
36.6K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
661+ 106.61% |
$8K - $12.5K
|
1.28K
$11.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
630+ 38.72% |
$7.62K - $11.9K
|
2.26K
$20.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
615+ 0.96% |
$7.44K - $11.6K
|
64.6K
$597K
|
|
|
Feb 05, 2024
Q4 2023
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
597+ 1.32% |
$7.22K - $11.3K
|
45.7K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
586+ 580.2% |
$7.09K - $11.1K
|
687
$6.34K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
571+ 0.91% |
$6.91K - $10.8K
|
63.5K
$586K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
527New |
$6.38K - $9.98K
|
527
$4.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
500New |
$6.05K - $9.47K
|
500
$4.62K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$6.05K - $9.47K
|
500
$4.62K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
491New |
$5.94K - $9.3K
|
491
$4.53K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
370+ 755.1% |
$4.48K - $7.01K
|
419
$3.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
336New |
$4.07K - $6.36K
|
336
$3.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
268New |
$3.24K - $5.08K
|
268
$2.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
259+ 189.05% |
$3.13K - $4.91K
|
396
$3.66K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
237New |
$2.87K - $4.49K
|
237
$2.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
223+ 1.76% |
$2.7K - $4.22K
|
12.9K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
182+ 67.91% |
$2.2K - $3.45K
|
450
$4.15K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
100New |
$1.21K - $1.89K
|
100
$923
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99New |
$1.2K - $1.88K
|
99
$914
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
92New |
$1.11K - $1.74K
|
92
$849
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
86+ 0.15% |
$1.04K - $1.63K
|
57.1K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
72New |
$871 - $1.36K
|
72
$665
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
67+ 0.15% |
$811 - $1.27K
|
45.8K
$423K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
64New |
$774 - $1.21K
|
64
$591
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
51+ 0.67% |
$617 - $966
|
7.62K
$70.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50New |
$605 - $947
|
50
$462
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 124.24% |
$496 - $777
|
74
$683
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
29New |
$351 - $549
|
29
$268
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
28+ 32.94% |
$339 - $530
|
113
$1.04K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$303 - $474
|
25
$231
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
25+ 100.0% |
$303 - $474
|
50
$462
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 1.79% |
$84.7 - $133
|
397
$3.66K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 2.2% |
$60.5 - $94.7
|
232
$2.14K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5New |
$60.5 - $94.7
|
5
$46.2
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 1.63% |
$48.4 - $75.8
|
249
$2.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.24% |
$36.3 - $56.8
|
137
$1.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 6.25% |
$12.1 - $18.9
|
17
$157
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$12.1 - $18.9
|
1
$9.23
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|