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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
310+ 2.2% |
$32.4K - $36.3K
|
14.4K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
300+ 10.56% |
$31.3K - $35.1K
|
3.14K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
294+ 0.74% |
$30.7K - $34.4K
|
39.8K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
273+ 6.4% |
$28.5K - $32K
|
4.54K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
259+ 6.59% |
$27K - $30.3K
|
4.19K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
246+ 5.66% |
$25.7K - $28.8K
|
4.59K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
246+ 5.26% |
$25.7K - $28.8K
|
4.92K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
211+ 3.15% |
$22K - $24.7K
|
6.91K
$702K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
198+ 2.65% |
$20.7K - $23.2K
|
7.67K
$780K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
197+ 9.71% |
$20.6K - $23.1K
|
2.23K
$226K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
171New |
$17.8K - $20K
|
171
$17.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
169+ 1690.0% |
$17.6K - $19.8K
|
179
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
162+ 9.18% |
$16.9K - $19K
|
1.93K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148+ 3.47% |
$15.4K - $17.3K
|
4.42K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145+ 13.04% |
$15.1K - $17K
|
1.26K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
131+ 1.52% |
$13.7K - $15.3K
|
8.73K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
129+ 3.04% |
$13.5K - $15.1K
|
4.38K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
128New |
$13.4K - $15K
|
128
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
125New |
$13K - $14.6K
|
125
$12.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
101+ 0.35% |
$10.5K - $11.8K
|
28.8K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
100New |
$10.4K - $11.7K
|
100
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$9.92K - $11.1K
|
95
$9.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 111.39% |
$9.19K - $10.3K
|
167
$17K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76+ 3.77% |
$7.93K - $8.9K
|
2.09K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65+ 31.86% |
$6.78K - $7.61K
|
269
$27.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
58New |
$6.05K - $6.79K
|
58
$5.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52+ 325.0% |
$5.43K - $6.09K
|
68
$6.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45+ 1.6% |
$4.7K - $5.27K
|
2.87K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43+ 226.32% |
$4.49K - $5.03K
|
62
$6.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
43+ 1.97% |
$4.49K - $5.03K
|
2.22K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37+ 1.9% |
$3.86K - $4.33K
|
1.98K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
36New |
$3.76K - $4.22K
|
36
$3.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$3.55K - $3.98K
|
34
$3.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
31New |
$3.24K - $3.63K
|
31
$3.15K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 19.59% |
$3.03K - $3.4K
|
177
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
26New |
$2.71K - $3.04K
|
26
$2.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
24+ 7.77% |
$2.51K - $2.81K
|
333
$33.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23+ 19.33% |
$2.4K - $2.69K
|
142
$14.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.71% |
$1.88K - $2.11K
|
2.55K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16New |
$1.67K - $1.87K
|
16
$1.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15+ 11.03% |
$1.57K - $1.76K
|
151
$15.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.54% |
$1.36K - $1.52K
|
2.44K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13New |
$1.36K - $1.52K
|
13
$1.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.24% |
$1.15K - $1.29K
|
4.62K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7+ 0.04% |
$731 - $820
|
17.9K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7New |
$731 - $820
|
7
$712
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$626 - $703
|
1.85K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$626 - $703
|
6
$610
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3+ 0.09% |
$313 - $351
|
3.2K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 100.0% |
$313 - $351
|
6
$610
|