Purchases and Sales Made in Q3 2023 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
49.1KNew |
$4.29M - $4.98M
|
49.1K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
47.4KNew |
$4.14M - $4.81M
|
47.4K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
10.2K+ 22.43% |
$888K - $1.03M
|
55.5K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.27KNew |
$636K - $738K
|
7.27K
$785K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.97K+ 86.95% |
$434K - $504K
|
10.7K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.85K+ 5.96% |
$337K - $391K
|
68.6K
$7.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.02KNew |
$264K - $306K
|
3.02K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.63K+ 9.25% |
$230K - $267K
|
31.1K
$3.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.61KNew |
$228K - $264K
|
2.61K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57K+ 7.13% |
$225K - $261K
|
38.7K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.52K+ 22.05% |
$220K - $255K
|
13.9K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.45KNew |
$214K - $248K
|
2.45K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.4K+ 18.63% |
$209K - $243K
|
15.3K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.35KNew |
$205K - $238K
|
2.35K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.14K+ 85.73% |
$187K - $217K
|
4.65K
$501K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2K+ 2.62% |
$175K - $203K
|
78.5K
$8.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.4K+ 9.4% |
$122K - $142K
|
16.3K
$1.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.3K+ 49.45% |
$113K - $132K
|
3.92K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.07K+ 43.85% |
$93.5K - $108K
|
3.51K
$379K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
924+ 8.36% |
$80.7K - $93.7K
|
12K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
836+ 4.2% |
$73.1K - $84.8K
|
20.7K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
755+ 22.02% |
$66K - $76.5K
|
4.18K
$452K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
746+ 14.78% |
$65.2K - $75.6K
|
5.79K
$625K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
602+ 12.02% |
$52.6K - $61K
|
5.61K
$606K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
584+ 0.18% |
$51K - $59.2K
|
325K
$35.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
517+ 0.4% |
$45.2K - $52.4K
|
130K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
486+ 5.12% |
$42.5K - $49.3K
|
9.98K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
406+ 13.48% |
$35.5K - $41.2K
|
3.42K
$369K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
400+ 0.9% |
$35K - $40.6K
|
44.9K
$4.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
357New |
$31.2K - $36.2K
|
357
$38.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
350+ 6.3% |
$30.6K - $35.5K
|
5.9K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
314+ 12.18% |
$27.4K - $31.8K
|
2.89K
$312K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
251+ 1.71% |
$21.9K - $25.4K
|
15K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
225+ 3.0% |
$19.7K - $22.8K
|
7.72K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
213+ 3.0% |
$18.6K - $21.6K
|
7.3K
$788K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
211New |
$18.4K - $21.4K
|
211
$22.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
211+ 3.31% |
$18.4K - $21.4K
|
6.59K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
176+ 1.89% |
$15.4K - $17.8K
|
9.51K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
113New |
$9.88K - $11.5K
|
113
$12.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
109+ 4.6% |
$9.53K - $11.1K
|
2.48K
$267K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93+ 46.04% |
$8.13K - $9.43K
|
295
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 1.29% |
$7.87K - $9.13K
|
7.06K
$762K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
73+ 11.41% |
$6.38K - $7.4K
|
713
$77K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
64+ 0.2% |
$5.59K - $6.49K
|
32.2K
$3.47M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 0.87% |
$5.16K - $5.98K
|
6.86K
$741K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47+ 0.7% |
$4.11K - $4.77K
|
6.72K
$725K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47+ 7.45% |
$4.11K - $4.77K
|
678
$73.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
46+ 115.0% |
$4.02K - $4.66K
|
86
$9.28K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46+ 460.0% |
$4.02K - $4.66K
|
56
$6.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
40+ 11.14% |
$3.5K - $4.06K
|
399
$43.1K
|