Purchases and Sales Made in Q1 2024 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-67- 83.75% |
$6.17K - $7.55K
|
13
$1.37K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-67- 21.68% |
$6.17K - $7.55K
|
242
$25.6K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-76- 1.3% |
$7K - $8.56K
|
5.78K
$611K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-79- 0.53% |
$7.28K - $8.9K
|
14.9K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-80- 1.82% |
$7.37K - $9.01K
|
4.31K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-121- 6.14% |
$11.1K - $13.6K
|
1.85K
$196K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-152- 19.31% |
$14K - $17.1K
|
635
$67.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-175- 0.97% |
$16.1K - $19.7K
|
17.9K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-206- 3.15% |
$19K - $23.2K
|
6.32K
$669K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-244- 2.53% |
$22.5K - $27.5K
|
9.39K
$993K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-260- 5.95% |
$23.9K - $29.3K
|
4.11K
$434K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-313- 10.55% |
$28.8K - $35.3K
|
2.65K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-377- 9.76% |
$34.7K - $42.5K
|
3.48K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-395- 64.44% |
$36.4K - $44.5K
|
218
$23.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-979- 4.71% |
$90.2K - $110K
|
19.8K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-980- 5.05% |
$90.2K - $110K
|
18.4K
$1.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.02K- 9.87% |
$93.6K - $114K
|
9.27K
$981K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.05K- 28.61% |
$96.6K - $118K
|
2.62K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.22K- 3.81% |
$112K - $137K
|
30.7K
$3.25M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.81K- 19.16% |
$167K - $204K
|
7.64K
$808K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.83K- 8.73% |
$169K - $206K
|
19.2K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.54K- 37.18% |
$234K - $286K
|
4.29K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.58K- 37.42% |
$237K - $290K
|
4.31K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.61K- 74.51% |
$240K - $294K
|
893
$94.4K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3K- 41.47% |
$277K - $338K
|
4.24K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-3.14K- 5.11% |
$289K - $354K
|
58.3K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.38K- 6.09% |
$404K - $494K
|
67.6K
$7.14M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.38K- 73.19% |
$496K - $606K
|
1.97K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.3K- 4.75% |
$945K - $1.16M
|
206K
$21.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 1.13% |
$1.06M - $1.3M
|
1.01M
$107M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.1K- 69.99% |
$2.87M - $3.5M
|
13.3K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 31.4% |
$9.45M - $11.6M
|
224K
$23.7M
|