Purchases and Sales Made in Q4 2024 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.08K+ 14.22% |
$426K - $478K
|
32.8K
$3.4M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.78K+ 8.21% |
$290K - $325K
|
36.6K
$3.79M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.16KNew |
$121K - $135K
|
1.16K
$120K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
811+ 30.62% |
$84.7K - $95K
|
3.46K
$358K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
259+ 6.59% |
$27K - $30.3K
|
4.19K
$434K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
171New |
$17.8K - $20K
|
171
$17.7K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$9.92K - $11.1K
|
95
$9.84K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76+ 3.77% |
$7.93K - $8.9K
|
2.09K
$216K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65+ 31.86% |
$6.78K - $7.61K
|
269
$27.9K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 19.59% |
$3.03K - $3.4K
|
177
$18.3K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13New |
$1.36K - $1.52K
|
13
$1.35K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$104 - $117
|
1
$104
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 33.33% |
$313 - $351
|
6
$621
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 50.0% |
$418 - $468
|
4
$414
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 3.09% |
$939 - $1.05K
|
282
$29.2K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-188- 6.77% |
$19.6K - $22K
|
2.59K
$268K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-225- 4.31% |
$23.5K - $26.3K
|
5K
$518K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-245- 15.98% |
$25.6K - $28.7K
|
1.29K
$133K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-505- 2.78% |
$52.7K - $59.1K
|
17.6K
$1.83M
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.45K- 7.1% |
$360K - $403K
|
45.1K
$4.67M
|