Purchases and Sales Made in Q4 2023 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
150+ 5.75% |
$13K - $14.1K
|
2.76K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
146+ 5.96% |
$12.6K - $13.8K
|
2.6K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
143+ 2.24% |
$12.4K - $13.5K
|
6.53K
$691K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
129+ 5.5% |
$11.1K - $12.2K
|
2.48K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
118+ 1.76% |
$10.2K - $11.1K
|
6.83K
$723K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
109+ 16.08% |
$9.42K - $10.3K
|
787
$83.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
99+ 13.88% |
$8.56K - $9.33K
|
812
$85.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97New |
$8.38K - $9.14K
|
97
$10.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
93+ 3.44% |
$8.04K - $8.77K
|
2.8K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87+ 1.13% |
$7.52K - $8.2K
|
7.81K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
71+ 0.43% |
$6.14K - $6.69K
|
16.4K
$1.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69New |
$5.96K - $6.5K
|
69
$7.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
65+ 2.18% |
$5.62K - $6.13K
|
3.05K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
62New |
$5.36K - $5.84K
|
62
$6.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 24.7% |
$5.36K - $5.84K
|
313
$33.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
56+ 0.54% |
$4.84K - $5.28K
|
10.5K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
56+ 0.27% |
$4.84K - $5.28K
|
20.8K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41+ 0.56% |
$3.54K - $3.87K
|
7.34K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38New |
$3.28K - $3.58K
|
38
$4.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
35New |
$3.02K - $3.3K
|
35
$3.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
34New |
$2.94K - $3.21K
|
34
$3.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 7.52% |
$2.59K - $2.83K
|
429
$45.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19New |
$1.64K - $1.79K
|
19
$2.01K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18+ 81.82% |
$1.56K - $1.7K
|
40
$4.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 93.33% |
$1.21K - $1.32K
|
29
$3.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$1.21K - $1.32K
|
14
$1.48K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.12K - $1.23K
|
13
$1.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13New |
$1.12K - $1.23K
|
13
$1.38K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 7.63% |
$864 - $943
|
141
$14.9K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 41.18% |
$605 - $660
|
24
$2.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$605 - $660
|
7
$741
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 62.5% |
$432 - $471
|
13
$1.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$432 - $471
|
1.85K
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$346 - $377
|
4
$423
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 22.22% |
$173 - $189
|
11
$1.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$86.4 - $94.3
|
2.44K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 0.3% |
$86.4 - $94.3
|
328
$34.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 0.4% |
$259 - $283
|
747
$79K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 20.0% |
$605 - $660
|
28
$2.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17- 0.4% |
$1.47K - $1.6K
|
4.19K
$444K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 0.48% |
$1.81K - $1.98K
|
4.37K
$462K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 9.4% |
$1.9K - $2.07K
|
212
$22.4K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33- 0.48% |
$2.85K - $3.11K
|
6.83K
$723K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36- 1.45% |
$3.11K - $3.39K
|
2.44K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38- 0.54% |
$3.28K - $3.58K
|
7.02K
$743K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46- 82.14% |
$3.98K - $4.34K
|
10
$1.06K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46- 0.78% |
$3.98K - $4.34K
|
5.86K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-54- 61.36% |
$4.67K - $5.09K
|
34
$3.6K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-54- 1.8% |
$4.67K - $5.09K
|
2.95K
$312K
|