Purchases and Sales Made in Q3 2021 in Orix Corp (IX)

IX Quotes by TradingView

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 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
110
New
$9.06K - $11K
110 $11.9K
Oct 21, 2021 Q3 2021
Farmers & Merchants Investments Inc

BUY
 -
108
+ 125.58%
$8.9K - $10.8K
194 $20.9K
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
108
New
$8.9K - $10.8K
108 $11.7K
Oct 25, 2021 Q3 2021
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
105
+ 2.36%
$8.65K - $10.5K
4.56K $492K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
104
+ 128.4%
$8.57K - $10.4K
185 $20K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
93
+ 3.24%
$7.66K - $9.27K
2.97K $320K
Oct 27, 2021 Q3 2021
Baldwin Brothers LLC

BUY
 -
83
+ 3.05%
$6.84K - $8.27K
2.8K $303K
Nov 12, 2021 Q3 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
72
New
$5.93K - $7.17K
72 $7.77K
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

BUY
 -
63
+ 94.03%
$5.19K - $6.28K
130 $14K
Nov 10, 2021 Q3 2021
American Century Companies Inc

Kansas City, MO
BUY
 -
61
+ 0.41%
$5.02K - $6.08K
14.8K $1.6M
Nov 05, 2021 Q3 2021
Lindbrook Capital, LLC

BUY
 -
51
+ 5.09%
$4.2K - $5.08K
1.05K $114K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
46
New
$3.79K - $4.58K
46 $4.97K
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
46
+ 1.88%
$3.79K - $4.58K
2.49K $268K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
38
+ 0.77%
$3.13K - $3.79K
4.96K $536K
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
35
+ 134.62%
$2.88K - $3.49K
61 $6.59K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
33
+ 60.0%
$2.72K - $3.29K
88 $9.5K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
30
+ 15.63%
$2.47K - $2.99K
222 $24K
Nov 10, 2021 Q3 2021
Zions Bancorporation, N.A.

BUY
 -
25
+ 6.49%
$2.06K - $2.49K
410 $44.3K
Nov 10, 2021 Q3 2021
Glassman Wealth Services

BUY
 -
21
+ 11.29%
$1.73K - $2.09K
207 $22.3K
Oct 08, 2021 Q3 2021
Vigilant Capital Management, LLC

BUY
 -
16
New
$1.32K - $1.59K
16 $1.73K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
15
New
$1.24K - $1.49K
15 $1.62K
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
14
New
$1.15K - $1.4K
14 $1.51K
Oct 13, 2021 Q3 2021
Private Capital Group, LLC

BUY
 -
12
+ 3.63%
$988 - $1.2K
343 $37K
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
10
New
$824 - $997
10 $1.08K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1
New
$82.4 - $99.7
1 $108
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-1
- 4.35%
$82.4 - $99.7
22 $2.38K
Nov 09, 2021 Q3 2021
Candriam S.C.A.

SELL
 -
-2
- 15.38%
$165 - $199
11 $1.19K
Nov 12, 2021 Q3 2021
Nuveen Asset Management, LLC

Chicago, IL
SELL
 -
-7
- 0.01%
$577 - $698
51.1K $5.52M
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-12
Closed
$988 - $1.2K
0 $0
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-12
Closed
$988 - $1.2K
0 $0
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-17
- 89.47%
$1.4K - $1.69K
2 $216
Oct 29, 2021 Q3 2021
Motco

SELL
 -
-24
Closed
$1.98K - $2.39K
0 $0
Nov 15, 2021 Q3 2021
Eaton Vance Management

Boston, MA
SELL
 -
-26
- 0.62%
$2.14K - $2.59K
4.15K $448K
Nov 15, 2021 Q3 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-55
- 10.34%
$4.53K - $5.48K
477 $51.5K
Nov 15, 2021 Q3 2021
Eagle Global Advisors LLC

Houston, TX
SELL
 -
-60
- 0.09%
$4.94K - $5.98K
69.3K $7.49M
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-62
- 1.26%
$5.11K - $6.18K
4.85K $523K
Nov 15, 2021 Q3 2021
Strategic Global Advisors, LLC

Newport Beach, CA
SELL
 -
-73
- 0.24%
$6.01K - $7.27K
30.9K $3.34M
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-84
- 7.99%
$6.92K - $8.37K
967 $104K
Nov 15, 2021 Q3 2021
Btc Capital Management, Inc.

SELL
 -
-85
- 0.5%
$7K - $8.47K
16.9K $1.82M
Nov 12, 2021 Q3 2021
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-86
- 0.67%
$7.08K - $8.57K
12.8K $1.38M
Nov 12, 2021 Q3 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-100
Closed
$8.24K - $9.97K
0 $0
Nov 15, 2021 Q3 2021
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-100
- 3.28%
$8.24K - $9.97K
2.95K $319K
Nov 15, 2021 Q3 2021
Ubs Group Ag

SELL
 -
-113
- 4.01%
$9.31K - $11.3K
2.71K $292K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-143
- 26.58%
$11.8K - $14.2K
395 $42.6K
Oct 25, 2021 Q3 2021
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-150
- 0.77%
$12.4K - $14.9K
19.4K $2.09M
Nov 12, 2021 Q3 2021
Assetmark, Inc

SELL
 -
-204
- 2.98%
$16.8K - $20.3K
6.63K $716K
Nov 08, 2021 Q3 2021
Summit Global Investments

Bountiful, UT
SELL
 -
-232
- 1.13%
$19.1K - $23.1K
20.3K $2.19M

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