Purchases and Sales Made in Q1 2024 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q1 2024. 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 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
289+ 11.1% |
$26.6K - $32.5K
|
2.89K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
279+ 6975.0% |
$25.7K - $31.4K
|
283
$30.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
276New |
$25.4K - $31.1K
|
276
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
204+ 0.54% |
$18.8K - $23K
|
37.7K
$4.07M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
192+ 6.49% |
$17.7K - $21.6K
|
3.15K
$340K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
182+ 27.66% |
$16.8K - $20.5K
|
840
$90.6K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
170+ 4.21% |
$15.7K - $19.1K
|
4.2K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
162+ 3.86% |
$14.9K - $18.2K
|
4.36K
$470K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
140+ 44.73% |
$12.9K - $15.8K
|
453
$48.8K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
129New |
$11.9K - $14.5K
|
129
$13.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
126+ 3.06% |
$11.6K - $14.2K
|
4.24K
$458K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115+ 302.63% |
$10.6K - $13K
|
153
$16.5K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 1.67% |
$10.5K - $12.8K
|
6.95K
$749K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
98New |
$9.02K - $11K
|
98
$10.6K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
94+ 4.3% |
$8.66K - $10.6K
|
2.28K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
83+ 2.84% |
$7.64K - $9.35K
|
3.01K
$324K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
77+ 2.79% |
$7.09K - $8.67K
|
2.84K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71+ 710.0% |
$6.54K - $8K
|
81
$8.73K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
60+ 1.47% |
$5.53K - $6.76K
|
4.15K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 81.08% |
$5.53K - $6.76K
|
134
$14.4K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
58+ 59.79% |
$5.34K - $6.53K
|
155
$16.7K
|
|
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
BUY
|
- |
54+ 0.09% |
$4.97K - $6.08K
|
59K
$6.36M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
51+ 6.28% |
$4.7K - $5.74K
|
863
$93K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
42+ 1.02% |
$3.87K - $4.73K
|
4.17K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42New |
$3.87K - $4.73K
|
42
$4.53K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
41+ 7.12% |
$3.78K - $4.62K
|
617
$66.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 0.49% |
$3.32K - $4.05K
|
7.38K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 130.43% |
$2.76K - $3.38K
|
53
$5.71K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
26New |
$2.39K - $2.93K
|
26
$2.8K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 1.14% |
$1.93K - $2.37K
|
1.87K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21+ 61.76% |
$1.93K - $2.37K
|
55
$5.93K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$1.84K - $2.25K
|
20
$2.16K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19New |
$1.75K - $2.14K
|
19
$2.05K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13+ 0.14% |
$1.2K - $1.46K
|
9.37K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 2.84% |
$368 - $450
|
145
$15.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$184 - $225
|
2
$216
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 2.5% |
$92.1 - $113
|
39
$4.2K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14- 0.5% |
$1.29K - $1.58K
|
2.79K
$300K
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-20- 0.75% |
$1.84K - $2.25K
|
2.64K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-23- 0.94% |
$2.12K - $2.59K
|
2.43K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-24- 7.32% |
$2.21K - $2.7K
|
304
$32.8K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30- 0.04% |
$2.76K - $3.38K
|
78.3K
$8.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-35- 0.81% |
$3.22K - $3.94K
|
4.26K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-41- 1.68% |
$3.78K - $4.62K
|
2.4K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-48- 29.09% |
$4.42K - $5.41K
|
117
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51- 12.44% |
$4.7K - $5.74K
|
359
$38.7K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-58- 0.69% |
$5.34K - $6.53K
|
8.39K
$905K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-61- 70.93% |
$5.62K - $6.87K
|
25
$2.7K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-64- 1.12% |
$5.89K - $7.21K
|
5.67K
$612K
|