Purchases and Sales Made in Q2 2024 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
264+ 12.76% |
$26.7K - $29.4K
|
2.33K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
259New |
$26.2K - $28.9K
|
259
$27.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
258+ 8.46% |
$26.1K - $28.8K
|
3.31K
$351K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
258+ 9.1% |
$26.1K - $28.8K
|
3.09K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
244+ 2.6% |
$24.7K - $27.2K
|
9.64K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
224+ 9.83% |
$22.7K - $25K
|
2.5K
$265K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
220+ 26.19% |
$22.3K - $24.5K
|
1.06K
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
200New |
$20.3K - $22.3K
|
200
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
196+ 4.55% |
$19.8K - $21.8K
|
4.5K
$477K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
191+ 4.48% |
$19.3K - $21.3K
|
4.45K
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
190+ 0.5% |
$19.2K - $21.2K
|
37.9K
$4.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
180+ 5.17% |
$18.2K - $20.1K
|
3.66K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
178+ 62.9% |
$18K - $19.8K
|
461
$48.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
152New |
$15.4K - $16.9K
|
152
$16.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 10.78% |
$9.42K - $10.4K
|
956
$101K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
93+ 238.46% |
$9.42K - $10.4K
|
132
$14K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
86+ 4.7% |
$8.71K - $9.58K
|
1.92K
$203K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
73+ 347.62% |
$7.39K - $8.14K
|
94
$9.96K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73+ 1.05% |
$7.39K - $8.14K
|
7.02K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
67+ 515.38% |
$6.78K - $7.47K
|
80
$8.48K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57New |
$5.77K - $6.35K
|
57
$6.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 12.14% |
$5.57K - $6.13K
|
508
$53.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
52New |
$5.27K - $5.8K
|
52
$5.51K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
51New |
$5.16K - $5.68K
|
51
$5.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51+ 1.76% |
$5.16K - $5.68K
|
2.94K
$312K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$5.06K - $5.57K
|
50
$5.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
46+ 2.31% |
$4.66K - $5.13K
|
2.04K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
42New |
$4.25K - $4.68K
|
42
$4.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
35+ 0.82% |
$3.54K - $3.9K
|
4.33K
$459K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30+ 0.69% |
$3.04K - $3.34K
|
4.39K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26New |
$2.63K - $2.9K
|
26
$2.76K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 16.13% |
$2.53K - $2.79K
|
180
$19.1K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23+ 1.15% |
$2.33K - $2.56K
|
2.02K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23New |
$2.33K - $2.56K
|
23
$2.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
21+ 1.09% |
$2.13K - $2.34K
|
1.95K
$206K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
19New |
$1.92K - $2.12K
|
19
$2.01K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
19+ 16.24% |
$1.92K - $2.12K
|
136
$14.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18+ 7.44% |
$1.82K - $2.01K
|
260
$27.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17New |
$1.72K - $1.89K
|
17
$1.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 33.33% |
$1.52K - $1.67K
|
60
$6.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 3.26% |
$911 - $1K
|
285
$30.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
9New |
$911 - $1K
|
9
$954
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$608 - $669
|
6
$636
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 17.86% |
$506 - $557
|
33
$3.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 2.76% |
$405 - $446
|
149
$15.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 2.33% |
$304 - $334
|
132
$14K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2- 3.64% |
$203 - $223
|
53
$5.62K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2- 0.06% |
$203 - $223
|
3.48K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 10.34% |
$304 - $334
|
26
$2.76K
|