A detailed history of Creative Planning transactions in Orix Corp stock. As of the latest transaction made, Creative Planning holds 4,676 shares of IX stock, worth $498,321. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,676
Previous 4,385 6.64%
Holding current value
$498,321
Previous $488,000 11.07%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$102.71 - $125.1 $29,888 - $36,404
291 Added 6.64%
4,676 $542,000
Q2 2024

Aug 15, 2024

BUY
$101.25 - $111.45 $3,037 - $3,343
30 Added 0.69%
4,385 $488,000
Q1 2024

May 10, 2024

BUY
$92.09 - $112.62 $14,918 - $18,244
162 Added 3.86%
4,355 $479,000
Q4 2023

Feb 14, 2024

SELL
$86.42 - $94.27 $1,469 - $1,602
-17 Reduced 0.4%
4,193 $391,000
Q3 2023

Nov 16, 2023

SELL
$87.39 - $101.39 $4,719 - $5,475
-54 Reduced 1.27%
4,210 $395,000
Q2 2023

Jul 21, 2023

BUY
$81.81 - $91.96 $78,537 - $88,281
960 Added 29.06%
4,264 $388,000
Q1 2023

May 15, 2023

SELL
$79.3 - $91.45 $96,190 - $110,928
-1,213 Reduced 26.85%
3,304 $271,000
Q4 2022

Feb 10, 2023

SELL
$69.91 - $82.12 $4,893 - $5,748
-70 Reduced 1.53%
4,517 $365,000
Q3 2022

Nov 03, 2022

BUY
$16.7 - $88.76 $3,824 - $20,326
229 Added 5.25%
4,587 $324,000
Q2 2022

Aug 15, 2022

BUY
$84.16 - $101.89 $95,184 - $115,237
1,131 Added 35.05%
4,358 $367,000
Q1 2022

May 16, 2022

BUY
$86.21 - $112.88 $9,655 - $12,642
112 Added 3.6%
3,227 $322,000
Q4 2021

Feb 11, 2022

SELL
$94.2 - $104.04 $4,521 - $4,993
-48 Reduced 1.52%
3,115 $317,000
Q3 2021

Nov 10, 2021

BUY
$82.37 - $99.65 $260,536 - $315,192
3,163 New
3,163 $299,000
Q2 2021

Aug 04, 2021

SELL
$79.91 - $91.26 $245,563 - $280,441
-3,073 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$75.88 - $91.38 $21,398 - $25,769
282 Added 10.1%
3,073 $261,000
Q4 2020

Jan 29, 2021

BUY
$58.4 - $78.27 $162,994 - $218,451
2,791 New
2,791 $216,000

Others Institutions Holding IX

About ORIX CORP


  • Ticker IX
  • Exchange OTC
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 236,382,000
  • Market Cap $25.2B
  • Description
  • ORIX Corporation provides diversified financial services in Japan, the Americas, Asia, Europe, Australasia, the Middle East, and internationally. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; leasing and rental of automobiles, electronic measuring instruments, and ICT-related equip...
More about IX
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.