Purchases and Sales Made in Q3 2021 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
471KNew |
$38.8M - $46.9M
|
471K
$50.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
130K+ 1110.51% |
$10.7M - $13M
|
142K
$15.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.5KNew |
$3.42M - $4.13M
|
41.5K
$4.46M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17K+ 127.41% |
$1.4M - $1.69M
|
30.3K
$3.26M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 48.4% |
$1.38M - $1.67M
|
51.3K
$5.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
13.8K+ 231.53% |
$1.13M - $1.37M
|
19.7K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.1M - $1.33M
|
13.3K
$1.43M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12.9K+ 958.23% |
$1.06M - $1.29M
|
14.3K
$1.54M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.66K+ 15.39% |
$631K - $763K
|
57.4K
$6.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
6.72K+ 22.12% |
$554K - $670K
|
37.1K
$3.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
6.39K+ 12.58% |
$526K - $636K
|
57.1K
$6.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.47KNew |
$450K - $545K
|
5.47K
$588K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.83K+ 37.29% |
$398K - $482K
|
17.8K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.68K+ 40.47% |
$303K - $367K
|
12.8K
$1.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.26KNew |
$269K - $325K
|
3.26K
$351K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.16KNew |
$261K - $315K
|
3.16K
$340K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.61KNew |
$215K - $260K
|
2.61K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$210K - $254K
|
2.54K
$274K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.37KNew |
$195K - $236K
|
2.37K
$255K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.31KNew |
$190K - $230K
|
2.31K
$248K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.25KNew |
$185K - $224K
|
2.25K
$242K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.23K+ 22.23% |
$184K - $222K
|
12.3K
$1.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.18KNew |
$179K - $217K
|
2.18K
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
2.12K+ 2.19% |
$175K - $211K
|
99.1K
$10.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.1K+ 15.9% |
$173K - $209K
|
15.3K
$1.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
BUY
|
- |
2.08K+ 1.05% |
$171K - $207K
|
201K
$21.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.6K+ 7.5% |
$132K - $159K
|
22.9K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
1.3KNew |
$107K - $130K
|
1.3K
$140K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.04KNew |
$85.6K - $104K
|
1.04K
$112K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1K+ 29.01% |
$82.4K - $99.7K
|
4.45K
$479K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
919+ 12.92% |
$75.7K - $91.6K
|
8.03K
$864K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
793+ 17.3% |
$65.3K - $79K
|
5.38K
$579K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
790+ 14.75% |
$65.1K - $78.7K
|
6.15K
$661K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
662+ 26.58% |
$54.5K - $66K
|
3.15K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
643+ 6.46% |
$53K - $64.1K
|
10.6K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
583+ 5.34% |
$48K - $58.1K
|
11.5K
$1.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
556+ 9.11% |
$45.8K - $55.4K
|
6.66K
$717K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
500+ 7.82% |
$41.2K - $49.8K
|
6.9K
$742K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
492+ 143.02% |
$40.5K - $49K
|
836
$90K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
420+ 10.29% |
$34.6K - $41.9K
|
4.5K
$484K
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
410New |
$33.8K - $40.9K
|
410
$44.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
334+ 11.47% |
$27.5K - $33.3K
|
3.25K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
263+ 2.36% |
$21.7K - $26.2K
|
11.4K
$1.23M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
248+ 4.43% |
$20.4K - $24.7K
|
5.85K
$629K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
208+ 2.07% |
$17.1K - $20.7K
|
10.3K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
141+ 1.26% |
$11.6K - $14.1K
|
11.3K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
140New |
$11.5K - $14K
|
140
$15.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
136+ 200.0% |
$11.2K - $13.6K
|
204
$22K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
128New |
$10.5K - $12.8K
|
128
$13.8K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
128New |
$10.5K - $12.8K
|
128
$13.8K
|