A detailed history of Mount Yale Investment Advisors, LLC transactions in Orix Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,246 shares of IX stock, worth $450,118. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,246
Previous 4,328 1.89%
Holding current value
$450,118
Previous $481,000 2.29%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 23, 2024

SELL
$102.71 - $125.1 $8,422 - $10,258
-82 Reduced 1.89%
4,246 $492,000
Q2 2024

Aug 13, 2024

BUY
$101.25 - $111.45 $3,543 - $3,900
35 Added 0.82%
4,328 $481,000
Q1 2024

May 15, 2024

SELL
$92.09 - $112.62 $234,000 - $286,167
-2,541 Reduced 37.18%
4,293 $473,000
Q4 2023

Feb 12, 2024

BUY
$86.42 - $94.27 $10,197 - $11,123
118 Added 1.76%
6,834 $638,000
Q3 2023

Oct 11, 2023

BUY
$87.39 - $101.39 $4,107 - $4,765
47 Added 0.7%
6,716 $630,000
Q2 2023

Aug 14, 2023

BUY
$81.81 - $91.96 $8,262 - $9,287
101 Added 1.54%
6,669 $608,000
Q1 2023

May 11, 2023

BUY
$79.3 - $91.45 $139,885 - $161,317
1,764 Added 36.72%
6,568 $539,000
Q4 2022

Feb 13, 2023

BUY
$69.91 - $82.12 $12,094 - $14,206
173 Added 3.74%
4,804 $388,000
Q3 2022

Nov 07, 2022

BUY
$16.7 - $88.76 $1,052 - $5,591
63 Added 1.38%
4,631 $327,000
Q2 2022

Aug 02, 2022

SELL
$84.16 - $101.89 $75,154 - $90,987
-893 Reduced 16.35%
4,568 $384,000
Q1 2022

May 03, 2022

BUY
$86.21 - $112.88 $160,867 - $210,634
1,866 Added 51.91%
5,461 $545,000
Q4 2021

Feb 02, 2022

BUY
$94.2 - $104.04 $31,274 - $34,541
332 Added 10.17%
3,595 $366,000
Q3 2021

Nov 02, 2021

BUY
$82.37 - $99.65 $268,773 - $325,157
3,263 New
3,263 $308,000
Q4 2018

Feb 14, 2019

SELL
$67.03 - $82.75 $51,076 - $63,055
-762 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$77.54 - $85.59 $187,414 - $206,871
-2,417 Reduced 76.03%
762 $62,000
Q2 2018

Aug 22, 2018

BUY
$79.01 - $92.52 $42,112 - $49,313
533 Added 20.14%
3,179 $251,000
Q1 2018

Jun 25, 2018

BUY
$85.2 - $100.03 $225,439 - $264,679
2,646 New
2,646 $238,000

Others Institutions Holding IX

About ORIX CORP


  • Ticker IX
  • Exchange OTC
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 236,382,000
  • Market Cap $25.1B
  • 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
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