Purchases and Sales Made in Q3 2024 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
355+ 12.06% |
$36.5K - $44.4K
|
3.3K
$76.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
317+ 9.58% |
$32.6K - $39.7K
|
3.63K
$84.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
305+ 26.92% |
$31.3K - $38.2K
|
1.44K
$33.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
300+ 7.55% |
$30.8K - $37.5K
|
4.27K
$99K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
291+ 6.64% |
$29.9K - $36.4K
|
4.68K
$108K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
269+ 7.35% |
$27.6K - $33.7K
|
3.93K
$91.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
253+ 316.25% |
$26K - $31.7K
|
333
$7.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
250+ 2.4% |
$25.7K - $31.3K
|
10.7K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189+ 8.89% |
$19.4K - $23.6K
|
2.32K
$53.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
175New |
$18K - $21.9K
|
175
$4.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
165+ 6.25% |
$16.9K - $20.6K
|
2.8K
$65K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
146+ 7.01% |
$15K - $18.3K
|
2.23K
$51.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
145+ 6.06% |
$14.9K - $18.1K
|
2.54K
$58.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
134+ 1.66% |
$13.8K - $16.8K
|
8.18K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 19.49% |
$10.2K - $12.4K
|
607
$14.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
97+ 1.47% |
$9.96K - $12.1K
|
6.7K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
92+ 3.35% |
$9.45K - $11.5K
|
2.84K
$65.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
85New |
$8.73K - $10.6K
|
85
$1.97K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78New |
$8.01K - $9.76K
|
78
$1.81K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
67+ 0.66% |
$6.88K - $8.38K
|
10.2K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67+ 37.22% |
$6.88K - $8.38K
|
247
$5.73K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
55+ 36.91% |
$5.65K - $6.88K
|
204
$4.73K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
46New |
$4.72K - $5.75K
|
46
$1.07K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
41+ 7.12% |
$4.21K - $5.13K
|
617
$14.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
40+ 15.44% |
$4.11K - $5K
|
299
$6.93K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39+ 278.57% |
$4.01K - $4.88K
|
53
$1.23K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
33+ 0.18% |
$3.39K - $4.13K
|
18.7K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 235.71% |
$3.39K - $4.13K
|
47
$1.09K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 38.6% |
$2.26K - $2.75K
|
79
$1.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19New |
$1.95K - $2.38K
|
19
$440
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16New |
$1.64K - $2K
|
16
$371
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12+ 9.09% |
$1.23K - $1.5K
|
144
$3.34K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$1.03K - $1.25K
|
10
$232
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
9New |
$924 - $1.13K
|
9
$209
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$822 - $1K
|
8
$185
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 2.11% |
$616 - $751
|
291
$6.75K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.87% |
$411 - $500
|
465
$10.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 33.33% |
$205 - $250
|
8
$185
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$103 - $125
|
1
$23.2
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2- 0.1% |
$205 - $250
|
1.94K
$45.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 18.18% |
$205 - $250
|
9
$209
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3- 5.77% |
$308 - $375
|
49
$1.14K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-6- 2.5% |
$616 - $751
|
234
$5.42K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6- 0.3% |
$616 - $751
|
2.01K
$46.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7- 0.34% |
$719 - $876
|
2.03K
$47K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 9.85% |
$1.34K - $1.63K
|
119
$2.76K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 1.76% |
$1.64K - $2K
|
893
$20.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 28.33% |
$1.75K - $2.13K
|
43
$997
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-19- 1.99% |
$1.95K - $2.38K
|
937
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 1.18% |
$2.26K - $2.75K
|
1.84K
$42.7K
|