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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.76K+ 20.57% |
$30.7K - $41.6K
|
22K
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.32K+ 48.9% |
$27.1K - $36.7K
|
10.1K
$55.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.53K+ 2.98% |
$20.7K - $28.1K
|
87.5K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.41KNew |
$19.7K - $26.7K
|
2.41K
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.32K+ 3.63% |
$19K - $25.7K
|
66.2K
$363K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.19K+ 522.38% |
$17.9K - $24.3K
|
2.61K
$14.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 267.2% |
$15K - $20.4K
|
2.53K
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.73K+ 1.86% |
$14.2K - $19.2K
|
95K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.73K+ 2.65% |
$14.1K - $19.1K
|
66.9K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.66KNew |
$13.6K - $18.4K
|
1.66K
$9.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.49K+ 2.84% |
$12.1K - $16.5K
|
53.8K
$295K
|
|
|
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
$46.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 5.03% |
$8.93K - $12.1K
|
22.8K
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 100.0% |
$8.17K - $11.1K
|
2K
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
876+ 197.3% |
$7.16K - $9.7K
|
1.32K
$7.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
871+ 515.38% |
$7.12K - $9.64K
|
1.04K
$5.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
584+ 5.22% |
$4.77K - $6.46K
|
11.8K
$64.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
546+ 168.0% |
$4.46K - $6.04K
|
871
$4.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
490+ 34.15% |
$4K - $5.42K
|
1.93K
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
435+ 4.11% |
$3.55K - $4.82K
|
11K
$60.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
371+ 47.02% |
$3.03K - $4.11K
|
1.16K
$6.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$2.45K - $3.32K
|
300
$1.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
287+ 0.84% |
$2.34K - $3.18K
|
34.3K
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
178New |
$1.45K - $1.97K
|
178
$975
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
152New |
$1.24K - $1.68K
|
152
$833
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
150New |
$1.23K - $1.66K
|
150
$822
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
143New |
$1.17K - $1.58K
|
143
$784
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
138New |
$1.13K - $1.53K
|
138
$756
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
132+ 0.76% |
$1.08K - $1.46K
|
17.5K
$96K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
132New |
$1.08K - $1.46K
|
132
$723
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$817 - $1.11K
|
100
$548
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
100New |
$817 - $1.11K
|
100
$548
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
87New |
$711 - $963
|
87
$477
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 65.35% |
$678 - $919
|
210
$1.15K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
76+ 0.75% |
$621 - $841
|
10.2K
$56.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
59+ 2.12% |
$482 - $653
|
2.84K
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 20.43% |
$466 - $631
|
336
$1.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
52New |
$425 - $576
|
52
$285
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
46+ 31.08% |
$376 - $509
|
194
$1.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
39New |
$319 - $432
|
39
$214
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
39+ 3.64% |
$319 - $432
|
1.11K
$6.09K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 3.12% |
$286 - $387
|
1.16K
$6.35K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 2.95% |
$221 - $299
|
941
$5.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26+ 2.44% |
$212 - $288
|
1.09K
$5.98K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
25New |
$204 - $277
|
25
$137
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 87.5% |
$172 - $232
|
45
$247
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14+ 0.08% |
$114 - $155
|
17.6K
$96.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 3.1% |
$106 - $144
|
432
$2.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10New |
$81.7 - $111
|
10
$54.8
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10+ 12.5% |
$81.7 - $111
|
90
$493
|