Purchases and Sales Made in Q1 2022 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
164+ 68.33% |
$14.1K - $18.5K
|
404
$42.8K
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
130+ 3.88% |
$11.2K - $14.7K
|
3.48K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
119+ 1.55% |
$10.3K - $13.4K
|
7.78K
$824K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 3.6% |
$9.66K - $12.6K
|
3.23K
$342K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 2220.0% |
$9.57K - $12.5K
|
116
$12.3K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
110+ 4.3% |
$9.48K - $12.4K
|
2.67K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
106+ 1.77% |
$9.14K - $12K
|
6.11K
$647K
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
90New |
$7.76K - $10.2K
|
90
$9.54K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
87+ 185.11% |
$7.5K - $9.82K
|
134
$14.2K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86+ 5.85% |
$7.41K - $9.71K
|
1.56K
$165K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
83+ 2.42% |
$7.16K - $9.37K
|
3.51K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69+ 20.72% |
$5.95K - $7.79K
|
402
$42.6K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55+ 1.87% |
$4.74K - $6.21K
|
2.99K
$317K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
40New |
$3.45K - $4.52K
|
40
$4.24K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
38New |
$3.28K - $4.29K
|
38
$4.03K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 0.63% |
$2.76K - $3.61K
|
5.08K
$538K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 20.0% |
$2.24K - $2.93K
|
156
$16.5K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
24+ 5.49% |
$2.07K - $2.71K
|
461
$48.8K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$2.44K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$2.44K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15New |
$1.29K - $1.69K
|
15
$1.59K
|
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
BUY
|
- |
13New |
$1.12K - $1.47K
|
13
$1.38K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13New |
$1.12K - $1.47K
|
13
$1.38K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 3.21% |
$776 - $1.02K
|
289
$30.6K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6+ 0.27% |
$517 - $677
|
2.23K
$237K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3New |
$259 - $339
|
3
$318
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3New |
$259 - $339
|
3
$318
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.36% |
$86.2 - $113
|
280
$29.7K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 3.57% |
$172 - $226
|
54
$5.72K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.03% |
$259 - $339
|
11.4K
$1.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Henry James International Management Inc.
|
SELL
|
- |
-5- 0.01% |
$431 - $564
|
55.1K
$5.84M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 33.33% |
$1.12K - $1.47K
|
26
$2.75K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17- 13.28% |
$1.47K - $1.92K
|
111
$11.8K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17- 13.28% |
$1.47K - $1.92K
|
111
$11.8K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-20Closed |
$1.72K - $2.26K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-26- 7.3% |
$2.24K - $2.93K
|
330
$35K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-28Closed |
$2.41K - $3.16K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39- 3.69% |
$3.36K - $4.4K
|
1.02K
$108K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-47- 4.86% |
$4.05K - $5.31K
|
920
$97.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-47- 26.26% |
$4.05K - $5.31K
|
132
$14K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.26% |
$4.31K - $5.64K
|
19.3K
$2.05M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 81.97% |
$4.31K - $5.64K
|
11
$1.17K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-53- 2.28% |
$4.57K - $5.98K
|
2.27K
$240K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-53- 5.09% |
$4.57K - $5.98K
|
988
$105K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-64Closed |
$5.52K - $7.22K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-94Closed |
$8.1K - $10.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-106- 87.6% |
$9.14K - $12K
|
15
$1.59K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-113- 1.75% |
$9.74K - $12.8K
|
6.34K
$671K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-118Closed |
$10.2K - $13.3K
|
0
$0
|