Purchases and Sales Made in Q4 2022 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
35+ 0.69% |
$2.45K - $2.87K
|
5.09K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
23New |
$1.61K - $1.89K
|
23
$585
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
22New |
$1.54K - $1.81K
|
22
$560
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21New |
$1.47K - $1.72K
|
21
$534
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$839 - $985
|
12
$305
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4+ 4.26% |
$280 - $328
|
98
$2.49K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$280 - $328
|
4
$102
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$280 - $328
|
4
$102
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 7.35% |
$350 - $411
|
63
$1.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 1.22% |
$350 - $411
|
405
$10.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 6.51% |
$979 - $1.15K
|
201
$5.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 29.17% |
$979 - $1.15K
|
34
$865
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.41% |
$2.31K - $2.71K
|
8K
$204K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-35- 11.29% |
$2.45K - $2.87K
|
275
$7K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-44- 34.11% |
$3.08K - $3.61K
|
85
$2.16K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 13.11% |
$3.36K - $3.94K
|
318
$8.09K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-56- 0.54% |
$3.91K - $4.6K
|
10.4K
$264K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-65- 0.72% |
$4.54K - $5.34K
|
8.9K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-66- 2.0% |
$4.61K - $5.42K
|
3.24K
$82.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-70- 1.53% |
$4.89K - $5.75K
|
4.52K
$115K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-107- 10.11% |
$7.48K - $8.79K
|
951
$24.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-118- 36.31% |
$8.25K - $9.69K
|
207
$5.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124- 5.78% |
$8.67K - $10.2K
|
2.02K
$51.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-125- 44.8% |
$8.74K - $10.3K
|
154
$3.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-126- 2.1% |
$8.81K - $10.3K
|
5.87K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-150- 4.0% |
$10.5K - $12.3K
|
3.6K
$91.7K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-169- 27.44% |
$11.8K - $13.9K
|
447
$11.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-180- 68.44% |
$12.6K - $14.8K
|
83
$2.11K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 1.02% |
$14K - $16.4K
|
19.3K
$492K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-269- 0.92% |
$18.8K - $22.1K
|
28.9K
$734K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-286- 12.28% |
$20K - $23.5K
|
2.04K
$52K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-293- 4.46% |
$20.5K - $24.1K
|
6.28K
$160K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-307- 8.08% |
$21.5K - $25.2K
|
3.49K
$88.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-373- 1.89% |
$26.1K - $30.6K
|
19.3K
$492K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-710- 22.15% |
$49.6K - $58.3K
|
2.5K
$63.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.01K- 30.89% |
$70.5K - $82.8K
|
2.26K
$57.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.16K- 10.46% |
$81.3K - $95.5K
|
9.95K
$253K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 4.02% |
$97.2K - $114K
|
33.2K
$844K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.47K- 37.78% |
$103K - $121K
|
2.42K
$61.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 24.44% |
$104K - $122K
|
4.58K
$117K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.81K- 8.99% |
$126K - $148K
|
18.3K
$465K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.86K- 18.3% |
$130K - $152K
|
8.29K
$211K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.08K- 9.5% |
$146K - $171K
|
19.9K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.03K- 3.97% |
$351K - $413K
|
122K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.09K- 1.85% |
$425K - $500K
|
323K
$8.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.13K- 9.61% |
$498K - $585K
|
67K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.35K- 9.95% |
$654K - $768K
|
84.7K
$2.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.75K- 96.47% |
$682K - $801K
|
357
$9.09K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.7K- 14.25% |
$1.03M - $1.21M
|
88.4K
$2.25M
|