Purchases and Sales Made in Q4 2025 in Xerox Holdings Corp (XRX)
This table provides information about the institutional ownership of Xerox Holdings Corp (XRX) during Q4 2025. 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 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
34.5K+ 176.92% |
$94.9K - $134K
|
54K
$149K
|
|
|
Jan 20, 2026
Q4 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.68K+ 39.17% |
$15.6K - $22K
|
20.2K
$55.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.8K+ 239.9% |
$13.2K - $18.6K
|
6.8K
$18.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.09K+ 14.52% |
$11.3K - $15.9K
|
32.3K
$88.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.8K+ 12.01% |
$7.71K - $10.9K
|
26.2K
$71.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 30.73% |
$5.43K - $7.67K
|
8.41K
$23.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.11K+ 421.21% |
$3.06K - $4.31K
|
1.38K
$3.78K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
627+ 46.79% |
$1.72K - $2.43K
|
1.97K
$5.41K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
329New |
$905 - $1.28K
|
329
$905
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
252New |
$693 - $978
|
252
$693
|
|
|
Jan 26, 2026
Q4 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
214+ 79.55% |
$589 - $830
|
483
$1.33K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180New |
$495 - $698
|
180
$495
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15New |
$41.3 - $58.2
|
15
$41.3
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.86% |
$2.75 - $3.88
|
117
$322
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-36- 1.67% |
$99 - $140
|
2.13K
$5.85K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-249- 53.43% |
$685 - $966
|
217
$597
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-348- 62.93% |
$957 - $1.35K
|
205
$564
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-839- 95.45% |
$2.31K - $3.26K
|
40
$110
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-2.43K- 8.25% |
$6.68K - $9.43K
|
27K
$74.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 76.12% |
$11.7K - $16.5K
|
1.33K
$3.67K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.58K- 77.9% |
$12.6K - $17.8K
|
1.3K
$3.58K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.3K- 28.38% |
$42.2K - $59.5K
|
38.7K
$106K
|
|