Purchases and Sales Made in Q4 2021 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
232+ 0.33% |
$21.9K - $24.1K
|
69.6K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
229+ 3.44% |
$21.6K - $23.8K
|
6.89K
$132K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
228New |
$21.5K - $23.7K
|
228
$4.36K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
223+ 4.9% |
$21K - $23.2K
|
4.78K
$91.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
219+ 4.01% |
$20.6K - $22.8K
|
5.69K
$109K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
199+ 2.89% |
$18.7K - $20.7K
|
7.1K
$136K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
198+ 4.09% |
$18.7K - $20.6K
|
5.04K
$96.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
184+ 5.67% |
$17.3K - $19.1K
|
3.43K
$65.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
179New |
$16.9K - $18.6K
|
179
$3.42K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
169+ 238.03% |
$15.9K - $17.6K
|
240
$4.59K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
166+ 6.07% |
$15.6K - $17.3K
|
2.9K
$55.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148+ 80.0% |
$13.9K - $15.4K
|
333
$6.37K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
142+ 2.86% |
$13.4K - $14.8K
|
5.11K
$97.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Henry James International Management Inc.
|
BUY
|
- |
121+ 0.22% |
$11.4K - $12.6K
|
55.1K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
118New |
$11.1K - $12.3K
|
118
$2.26K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
107+ 2.38% |
$10.1K - $11.1K
|
4.61K
$88.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
100+ 0.88% |
$9.42K - $10.4K
|
11.4K
$219K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
100+ 0.87% |
$9.42K - $10.4K
|
11.6K
$222K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86+ 6.22% |
$8.1K - $8.95K
|
1.47K
$28.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
74+ 35.75% |
$6.97K - $7.7K
|
281
$5.37K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
72+ 1.73% |
$6.78K - $7.49K
|
4.22K
$80.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
70+ 3.11% |
$6.59K - $7.28K
|
2.32K
$44.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69+ 1.16% |
$6.5K - $7.18K
|
6K
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66+ 16.71% |
$6.22K - $6.87K
|
461
$8.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
64New |
$6.03K - $6.66K
|
64
$1.22K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
51+ 2.34% |
$4.8K - $5.31K
|
2.23K
$42.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
41+ 77.36% |
$3.86K - $4.27K
|
94
$1.8K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
32New |
$3.01K - $3.33K
|
32
$612
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
27+ 6.59% |
$2.54K - $2.81K
|
437
$8.36K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
20New |
$1.88K - $2.08K
|
20
$382
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18+ 1.73% |
$1.7K - $1.87K
|
1.06K
$20.2K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 77.27% |
$1.6K - $1.77K
|
39
$746
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 56.67% |
$1.6K - $1.77K
|
47
$899
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 8.25% |
$1.51K - $1.66K
|
210
$4.02K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15New |
$1.41K - $1.56K
|
15
$287
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
13+ 3.79% |
$1.22K - $1.35K
|
356
$6.81K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 4.31% |
$1.04K - $1.14K
|
266
$5.09K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 70.0% |
$659 - $728
|
17
$325
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$471 - $520
|
5
$95.6
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$94.2 - $104
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2Closed |
$188 - $208
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 5.97% |
$377 - $416
|
63
$1.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-11Closed |
$1.04K - $1.14K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 1.14% |
$1.13K - $1.25K
|
1.04K
$19.9K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-16Closed |
$1.51K - $1.66K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-23- 0.82% |
$2.17K - $2.39K
|
2.78K
$53.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- 0.94% |
$2.64K - $2.91K
|
2.94K
$56.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29- 19.33% |
$2.73K - $3.02K
|
121
$2.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-40Closed |
$3.77K - $4.16K
|
0
$0
|