Purchases and Sales Made in Q2 2023 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
113+ 21.81% |
$9.24K - $10.4K
|
631
$13.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
105+ 2.65% |
$8.59K - $9.66K
|
4.07K
$88.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
101+ 1.54% |
$8.26K - $9.29K
|
6.67K
$144K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100New |
$8.18K - $9.2K
|
100
$2.17K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
93+ 0.47% |
$7.61K - $8.55K
|
19.9K
$431K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
91New |
$7.44K - $8.37K
|
91
$1.97K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
90New |
$7.36K - $8.28K
|
90
$1.95K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 26.67% |
$3.93K - $4.41K
|
228
$4.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23New |
$1.88K - $2.12K
|
23
$498
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
18New |
$1.47K - $1.66K
|
18
$390
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15New |
$1.23K - $1.38K
|
15
$325
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$982 - $1.1K
|
12
$260
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9New |
$736 - $828
|
9
$195
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7New |
$573 - $644
|
7
$152
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4+ 0.12% |
$327 - $368
|
3.43K
$74.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4+ 0.15% |
$327 - $368
|
2.7K
$58.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 60.0% |
$245 - $276
|
8
$173
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.12% |
$245 - $276
|
2.41K
$52.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 14.29% |
$81.8 - $92
|
8
$173
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3- 0.47% |
$245 - $276
|
640
$13.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 1.77% |
$491 - $552
|
333
$7.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 52.38% |
$900 - $1.01K
|
10
$217
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 1.41% |
$2.86K - $3.22K
|
2.45K
$53.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-37- 0.99% |
$3.03K - $3.4K
|
3.69K
$79.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-38- 1.43% |
$3.11K - $3.49K
|
2.63K
$56.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-41- 0.4% |
$3.35K - $3.77K
|
10.3K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-75- 2.74% |
$6.14K - $6.9K
|
2.66K
$57.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 1.69% |
$6.22K - $6.99K
|
4.43K
$95.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 4.63% |
$7.28K - $8.18K
|
1.83K
$39.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 4.63% |
$7.28K - $8.18K
|
1.83K
$39.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-120- 2.85% |
$9.82K - $11K
|
4.09K
$88.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122- 4.65% |
$9.98K - $11.2K
|
2.5K
$54.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-147- 1.92% |
$12K - $13.5K
|
7.51K
$163K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-156- 79.59% |
$12.8K - $14.3K
|
40
$866
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-252- 11.32% |
$20.6K - $23.2K
|
1.98K
$42.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-278- 1.86% |
$22.7K - $25.6K
|
14.7K
$318K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-308- 70.16% |
$25.2K - $28.3K
|
131
$2.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-315- 3.47% |
$25.8K - $29K
|
8.77K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-372- 3.83% |
$30.4K - $34.2K
|
9.33K
$202K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-394- 66.11% |
$32.2K - $36.2K
|
202
$4.38K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-405- 2.18% |
$33.1K - $37.2K
|
18.2K
$393K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-553- 2.65% |
$45.2K - $50.9K
|
20.3K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-641- 0.2% |
$52.4K - $58.9K
|
324K
$7.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-753- 5.27% |
$61.6K - $69.2K
|
13.5K
$293K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-980- 5.64% |
$80.2K - $90.1K
|
16.4K
$355K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.38K- 1.78% |
$113K - $127K
|
76.5K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.31K- 27.44% |
$271K - $305K
|
8.76K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-4.86K- 9.68% |
$397K - $447K
|
45.3K
$982K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.2K- 43.75% |
$507K - $570K
|
7.97K
$173K
|