Purchases and Sales Made in Q1 2023 in Orix Corp (IX)
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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 16.88% |
$2.06K - $2.38K
|
180
$3.76K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$1.59K - $1.83K
|
20
$418
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17+ 425.0% |
$1.35K - $1.55K
|
21
$439
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.45% |
$952 - $1.1K
|
2.7K
$56.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$793 - $915
|
10
$209
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 1.77% |
$714 - $823
|
518
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5+ 5.1% |
$397 - $457
|
103
$2.15K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4New |
$317 - $366
|
4
$83.6
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4+ 17.39% |
$317 - $366
|
27
$565
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 14.71% |
$397 - $457
|
29
$606
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-8- 2.18% |
$634 - $732
|
359
$7.51K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.45% |
$872 - $1.01K
|
2.41K
$50.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 36.51% |
$1.82K - $2.1K
|
40
$836
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-47- 2.07% |
$3.73K - $4.3K
|
2.23K
$46.6K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-53- 26.37% |
$4.2K - $4.85K
|
148
$3.09K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 0.94% |
$4.6K - $5.3K
|
6.12K
$128K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-66- 16.3% |
$5.23K - $6.04K
|
339
$7.09K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-78- 1.7% |
$6.19K - $7.13K
|
4.51K
$94.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 5.87% |
$9.52K - $11K
|
1.92K
$40.2K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-135- 0.44% |
$10.7K - $12.3K
|
30.4K
$635K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-160- 0.21% |
$12.7K - $14.6K
|
77.9K
$1.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-201- 21.14% |
$15.9K - $18.4K
|
750
$15.7K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-228- 10.11% |
$18.1K - $20.9K
|
2.03K
$42.4K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-250- 2.51% |
$19.8K - $22.9K
|
9.7K
$203K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-262- 98.5% |
$20.8K - $24K
|
4
$83.6
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-313- 98.43% |
$24.8K - $28.6K
|
5
$105
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-339- 4.24% |
$26.9K - $31K
|
7.66K
$160K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-513- 1.16% |
$40.7K - $46.9K
|
43.6K
$911K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-513- 1.16% |
$40.7K - $46.9K
|
43.6K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-708- 9.61% |
$56.1K - $64.7K
|
6.66K
$139K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-750- 3.88% |
$59.5K - $68.6K
|
18.6K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.21K- 26.85% |
$96.2K - $111K
|
3.3K
$69.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.34K- 8.19% |
$106K - $122K
|
15K
$313K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.6K- 25.81% |
$127K - $147K
|
4.61K
$96.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.79K- 20.64% |
$142K - $164K
|
6.88K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.83K- 10.02% |
$145K - $168K
|
16.4K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.87K- 39.48% |
$148K - $171K
|
2.86K
$59.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.61K- 20.97% |
$365K - $421K
|
17.4K
$363K
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.2K- 9.25% |
$492K - $567K
|
60.8K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-8.99K- 42.69% |
$713K - $823K
|
12.1K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-9.37K- 15.73% |
$743K - $857K
|
50.2K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.6K- 42.75% |
$839K - $968K
|
14.2K
$296K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13K- 13.72% |
$1.03M - $1.19M
|
81.9K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.7K- 5.01% |
$1.08M - $1.25M
|
259K
$5.42M
|