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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.43% |
$209 - $234
|
467
$47.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$104 - $117
|
1
$102
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.06% |
$104 - $117
|
95
$9.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 33.33% |
$313 - $351
|
6
$610
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 50.0% |
$418 - $468
|
4
$407
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 15.15% |
$522 - $585
|
28
$2.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 2.02% |
$522 - $585
|
242
$24.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9- 0.08% |
$939 - $1.05K
|
10.6K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 3.09% |
$939 - $1.05K
|
282
$28.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12- 1.75% |
$1.25K - $1.41K
|
675
$68.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 16.67% |
$1.36K - $1.52K
|
65
$6.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 1.46% |
$1.36K - $1.52K
|
880
$89.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 58.14% |
$2.61K - $2.93K
|
18
$1.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-42- 1.5% |
$4.38K - $4.92K
|
2.76K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-53- 5.66% |
$5.53K - $6.21K
|
884
$89.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-55- 0.2% |
$5.74K - $6.44K
|
27.5K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-56- 2.25% |
$5.85K - $6.56K
|
2.43K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-69- 1.1% |
$7.2K - $8.08K
|
6.21K
$631K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-72- 50.0% |
$7.52K - $8.43K
|
72
$7.32K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-75- 2.86% |
$7.83K - $8.78K
|
2.55K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80- 12.97% |
$8.35K - $9.37K
|
537
$54.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-95- 73.08% |
$9.92K - $11.1K
|
35
$3.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-142- 1.77% |
$14.8K - $16.6K
|
7.89K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-188- 6.77% |
$19.6K - $22K
|
2.59K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 1.69% |
$20.9K - $23.4K
|
11.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-220- 3.31% |
$23K - $25.8K
|
6.43K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-225- 4.31% |
$23.5K - $26.3K
|
5K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-238- 6.7% |
$24.8K - $27.9K
|
3.32K
$337K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-245- 15.98% |
$25.6K - $28.7K
|
1.29K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-246- 82.27% |
$25.7K - $28.8K
|
53
$5.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-316- 14.18% |
$33K - $37K
|
1.91K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-323- 8.2% |
$33.7K - $37.8K
|
3.62K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-409- 67.38% |
$42.7K - $47.9K
|
198
$20.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-443- 10.88% |
$46.2K - $51.9K
|
3.63K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-469- 13.77% |
$49K - $54.9K
|
2.94K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-505- 2.78% |
$52.7K - $59.1K
|
17.6K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-818- 3.79% |
$85.4K - $95.8K
|
20.7K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-860- 9.46% |
$89.8K - $101K
|
8.24K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.71K- 8.41% |
$179K - $201K
|
18.7K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.09K- 31.8% |
$218K - $245K
|
4.48K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 41.59% |
$239K - $268K
|
3.21K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.3K- 16.47% |
$240K - $269K
|
11.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.34K- 53.42% |
$244K - $274K
|
2.04K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.53K- 24.85% |
$264K - $296K
|
7.64K
$776K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.45K- 7.1% |
$360K - $403K
|
45.1K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 20.54% |
$365K - $410K
|
13.5K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.64K- 6.85% |
$380K - $426K
|
49.5K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.27K- 10.83% |
$446K - $500K
|
35.2K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.9K- 28.92% |
$616K - $691K
|
14.5K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.35K- 0.62% |
$663K - $744K
|
1.02M
$104M
|