Purchases and Sales Made in Q4 2024 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.34M+ 13.79% |
$19.1M - $25.9M
|
19.3M
$161M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
561KNew |
$4.58M - $6.21M
|
561K
$4.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
86.2K+ 6.53% |
$705K - $955K
|
1.41M
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
69.2K+ 6.69% |
$565K - $766K
|
1.1M
$9.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
46.2K+ 8.24% |
$378K - $512K
|
607K
$5.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$99.4K - $135K
|
12.2K
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.5KNew |
$94.2K - $128K
|
11.5K
$96.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.4K+ 31.42% |
$85K - $115K
|
43.5K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
10.4K+ 28.73% |
$84.8K - $115K
|
46.5K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.22K+ 84.5% |
$34.5K - $46.8K
|
9.22K
$77K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.19K+ 522.38% |
$17.9K - $24.3K
|
2.61K
$21.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 267.2% |
$15K - $20.4K
|
2.53K
$21.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.49K+ 2.84% |
$12.1K - $16.5K
|
53.8K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.13K+ 15.22% |
$9.23K - $12.5K
|
8.56K
$71.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 100.0% |
$8.17K - $11.1K
|
2K
$16.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
584+ 5.22% |
$4.77K - $6.46K
|
11.8K
$98.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
435+ 4.11% |
$3.55K - $4.82K
|
11K
$92K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
371+ 47.02% |
$3.03K - $4.11K
|
1.16K
$9.69K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
178New |
$1.45K - $1.97K
|
178
$1.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
143New |
$1.17K - $1.58K
|
143
$1.19K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$817 - $1.11K
|
100
$835
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
76+ 0.75% |
$621 - $841
|
10.2K
$85.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46+ 31.08% |
$376 - $509
|
194
$1.62K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 3.12% |
$286 - $387
|
1.16K
$9.67K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 2.95% |
$221 - $299
|
941
$7.86K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
25New |
$204 - $277
|
25
$209
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 87.5% |
$172 - $232
|
45
$376
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14+ 0.08% |
$114 - $155
|
17.6K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 3.1% |
$106 - $144
|
432
$3.61K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10+ 12.5% |
$81.7 - $111
|
90
$752
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 16.13% |
$40.9 - $55.4
|
36
$301
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 4.0% |
$16.3 - $22.1
|
52
$434
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 16.79% |
$180 - $244
|
109
$910
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 37.35% |
$253 - $343
|
52
$434
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-45- 50.56% |
$368 - $498
|
44
$367
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-50- 73.53% |
$409 - $554
|
18
$150
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-70- 65.42% |
$572 - $775
|
37
$309
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-77- 11.67% |
$629 - $852
|
583
$4.87K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-240- 18.58% |
$1.96K - $2.66K
|
1.05K
$8.78K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-241- 0.37% |
$1.97K - $2.67K
|
65.7K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-308- 0.9% |
$2.52K - $3.41K
|
34.1K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-375- 38.46% |
$3.06K - $4.15K
|
600
$5.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-547- 24.95% |
$4.47K - $6.06K
|
1.65K
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-1.23K- 85.21% |
$10.1K - $13.6K
|
214
$1.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.75K- 64.84% |
$14.3K - $19.4K
|
950
$7.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.02K- 7.5% |
$16.5K - $22.4K
|
24.9K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.06K- 0.84% |
$25K - $33.9K
|
362K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.23K- 13.4% |
$26.3K - $35.7K
|
20.9K
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.42K- 5.09% |
$27.9K - $37.9K
|
63.8K
$533K
|