Purchases and Sales Made in Q1 2023 in Orix Corp (IX)

IX Quotes by TradingView

This table provides information about the institutional ownership of Orix Corp (IX) during Q1 2023. The information is specifically focused on institutions that hold shares of ORIX CORP.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
222K
+ 262.56%
$17.6M - $20.3M
307K $32.5M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
117K
+ 11.78%
$9.26M - $10.7M
1.11M $117M
May 11, 2023 Q1 2023
Paradigm Asset Management CO LLC

BUY
 -
14.6K
+ 4866.67%
$1.16M - $1.34M
14.9K $1.58M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
11K
New
$872K - $1.01M
11K $1.16M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
9.08K
New
$720K - $831K
9.08K $961K
May 11, 2023 Q1 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
6.99K
+ 40.96%
$554K - $639K
24.1K $2.55M
May 11, 2023 Q1 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
6.04K
+ 11.81%
$479K - $552K
57.2K $6.05M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.96K
New
$393K - $454K
4.96K $525K
May 15, 2023 Q1 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
3.72K
New
$295K - $340K
3.72K $394K
May 09, 2023 Q1 2023
Todd Asset Management LLC

BUY
 -
3.6K
+ 1.51%
$286K - $330K
243K $25.7M
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
3.43K
New
$272K - $313K
3.43K $362K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.43K
New
$272K - $313K
3.43K $362K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
2.7K
New
$214K - $247K
2.7K $285K
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.66K
New
$211K - $244K
2.66K $282K
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
2.59K
New
$206K - $237K
2.59K $274K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.42K
+ 2.73%
$192K - $221K
90.9K $9.61M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
2.17K
+ 27.29%
$172K - $199K
10.1K $1.07M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
2.11K
+ 1.74%
$167K - $193K
124K $13.1M
Apr 19, 2023 Q1 2023
Gilman Hill Asset Management, LLC

BUY
 -
1.92K
+ 6.64%
$152K - $175K
30.8K $3.26M
May 03, 2023 Q1 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
1.77K
+ 23.23%
$141K - $162K
9.41K $996K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
1.76K
+ 36.72%
$140K - $161K
6.57K $695K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.72K
+ 0.53%
$136K - $157K
325K $34.4M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.36K
+ 4.09%
$108K - $124K
34.5K $3.65M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.33K
+ 14.96%
$106K - $122K
10.2K $1.08M
May 12, 2023 Q1 2023
Crossmark Global Holdings, Inc.

BUY
 -
968
+ 4.87%
$76.8K - $88.5K
20.8K $2.2M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
930
+ 10.07%
$73.7K - $85K
10.2K $1.08M
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
694
+ 4.39%
$55K - $63.5K
16.5K $1.75M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
657
+ 18.81%
$52.1K - $60.1K
4.15K $439K
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
634
+ 8.78%
$50.3K - $58K
7.86K $831K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
601
+ 29.72%
$47.7K - $55K
2.62K $277K
Apr 18, 2023 Q1 2023
Capricorn Fund Managers LTD

London, X0
BUY
 -
571
+ 5.28%
$45.3K - $52.2K
11.4K $1.2M
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
467
+ 2.42%
$37K - $42.7K
19.8K $2.09M
May 15, 2023 Q1 2023
Aquatic Capital Management LLC

Chicago, IL
BUY
 -
400
New
$31.7K - $36.6K
400 $42.3K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
387
+ 744.23%
$30.7K - $35.4K
439 $46.4K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
321
+ 116.73%
$25.5K - $29.4K
596 $63.1K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
315
+ 3.59%
$25K - $28.8K
9.08K $961K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
280
+ 3.38%
$22.2K - $25.6K
8.57K $907K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
262
+ 13.03%
$20.8K - $24K
2.27K $240K
Apr 21, 2023 Q1 2023
Rnc Capital Management LLC

BUY
 -
240
+ 9.62%
$19K - $21.9K
2.74K $289K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
196
New
$15.5K - $17.9K
196 $20.7K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
181
+ 2.79%
$14.4K - $16.6K
6.67K $705K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
157
+ 4.13%
$12.5K - $14.4K
3.96K $419K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
154
+ 31.49%
$12.2K - $14.1K
643 $68K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
151
+ 181.93%
$12K - $13.8K
234 $24.8K
Jun 16, 2023 Q1 2023
Dgs Capital Management, LLC

BUY
 -
106
+ 2.32%
$8.41K - $9.69K
4.67K $494K
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
90
+ 3.6%
$7.14K - $8.23K
2.59K $274K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
61
+ 277.27%
$4.84K - $5.58K
83 $8.78K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
52
+ 2.78%
$4.12K - $4.76K
1.92K $203K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
51
+ 1.42%
$4.04K - $4.66K
3.65K $386K

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