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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 700.0% |
$2.45K - $2.84K
|
32
$3.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
26+ 1.08% |
$2.27K - $2.64K
|
2.44K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 10.09% |
$2.01K - $2.33K
|
251
$27.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
22New |
$1.92K - $2.23K
|
22
$2.38K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
17New |
$1.49K - $1.72K
|
17
$1.84K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 162.5% |
$1.14K - $1.32K
|
21
$2.27K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.6% |
$961 - $1.12K
|
1.85K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.6% |
$961 - $1.12K
|
1.85K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.37% |
$787 - $913
|
2.46K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$699 - $811
|
8
$864
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6+ 0.22% |
$524 - $608
|
2.71K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 20.69% |
$524 - $608
|
35
$3.78K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 12.5% |
$437 - $507
|
45
$4.86K
|
|
|
Oct 26, 2023
Q3 2023
|
Henry James International Management Inc.
|
BUY
|
- |
5+ 0.01% |
$437 - $507
|
59K
$6.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$350 - $406
|
4
$432
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$262 - $304
|
3
$324
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 1.2% |
$350 - $406
|
329
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 0.49% |
$350 - $406
|
818
$88.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5- 0.05% |
$437 - $507
|
10.4K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7- 0.02% |
$612 - $710
|
44.9K
$4.84M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 48.48% |
$1.4K - $1.62K
|
17
$1.84K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.8% |
$1.57K - $1.83K
|
2.23K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-20- 0.12% |
$1.75K - $2.03K
|
16.4K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22- 0.54% |
$1.92K - $2.23K
|
4.05K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-26- 0.86% |
$2.27K - $2.64K
|
2.99K
$322K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.9% |
$3.5K - $4.06K
|
4.39K
$474K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54- 1.27% |
$4.72K - $5.48K
|
4.21K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69- 1.63% |
$6.03K - $7K
|
4.15K
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-85- 1.77% |
$7.43K - $8.62K
|
4.71K
$509K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-104- 1.01% |
$9.09K - $10.5K
|
10.2K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 1.13% |
$10.6K - $12.3K
|
10.6K
$1.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-210- 2.4% |
$18.4K - $21.3K
|
8.56K
$924K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-255- 6.92% |
$22.3K - $25.9K
|
3.43K
$370K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-270- 1.56% |
$23.6K - $27.4K
|
17K
$1.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-393- 2.26% |
$34.3K - $39.8K
|
17K
$1.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 2.2% |
$35K - $40.6K
|
17.8K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-464- 6.18% |
$40.5K - $47K
|
7.05K
$761K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-512- 2.53% |
$44.7K - $51.9K
|
19.8K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-515- 15.81% |
$45K - $52.2K
|
2.74K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-950- 8.29% |
$83K - $96.3K
|
10.5K
$1.13M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.19K- 14.01% |
$104K - $120K
|
7.27K
$785K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.57K- 2.53% |
$137K - $159K
|
60.6K
$6.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.59K- 19.88% |
$139K - $161K
|
6.39K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.77K- 31.56% |
$242K - $280K
|
6K
$647K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.9K- 27.07% |
$253K - $294K
|
7.81K
$843K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.95K- 1.02% |
$258K - $299K
|
286K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.4K- 53.25% |
$297K - $345K
|
2.99K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.42K- 4.03% |
$299K - $347K
|
81.4K
$8.79M
|