Purchases and Sales Made in Q2 2024 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
39.9K+ 13.01% |
$4.04M - $4.44M
|
346K
$34.6M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
22K+ 12.53% |
$2.23M - $2.45M
|
198K
$19.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
12.9KNew |
$1.31M - $1.44M
|
12.9K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 1.14% |
$1.16M - $1.28M
|
1.02M
$102M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 1.14% |
$1.16M - $1.28M
|
1.02M
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.2K+ 32.54% |
$729K - $803K
|
29.3K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.85K+ 26.42% |
$491K - $541K
|
23.2K
$2.32M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.78K+ 5.96% |
$484K - $533K
|
85.1K
$8.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.13K+ 20.84% |
$418K - $460K
|
24K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.97KNew |
$402K - $443K
|
3.97K
$396K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.38K+ 9.62% |
$342K - $377K
|
38.5K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.33K+ 24.98% |
$337K - $371K
|
16.7K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.92K+ 0.62% |
$295K - $325K
|
473K
$47.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.83KNew |
$287K - $316K
|
2.83K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.69KNew |
$272K - $299K
|
2.69K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.64KNew |
$267K - $294K
|
2.64K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.49K+ 21.1% |
$252K - $277K
|
14.3K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 29.14% |
$250K - $276K
|
11K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.27K+ 22.19% |
$229K - $252K
|
12.5K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.26K+ 268.65% |
$229K - $252K
|
3.1K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.24K+ 8.63% |
$227K - $250K
|
28.2K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.13KNew |
$215K - $237K
|
2.13K
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.02KNew |
$205K - $225K
|
2.02K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.97KNew |
$199K - $219K
|
1.97K
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.87KNew |
$189K - $208K
|
1.87K
$186K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.82KNew |
$184K - $203K
|
1.82K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.81K+ 23.71% |
$183K - $202K
|
9.46K
$943K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.66K+ 79.31% |
$168K - $185K
|
3.76K
$375K
|
|
|
Jul 12, 2024
Q2 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.56K+ 2.65% |
$158K - $174K
|
60.6K
$6.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.39K+ 635.32% |
$140K - $154K
|
1.6K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.2K+ 6.16% |
$122K - $134K
|
20.7K
$2.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
858+ 1.65% |
$86.9K - $95.6K
|
52.8K
$5.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
831+ 10.89% |
$84.1K - $92.6K
|
8.47K
$845K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
821+ 8.85% |
$83.1K - $91.5K
|
10.1K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
808+ 90.48% |
$81.8K - $90.1K
|
1.7K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
712+ 12.69% |
$72.1K - $79.4K
|
6.32K
$631K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
673+ 3.4% |
$68.1K - $75K
|
20.5K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
668+ 143.66% |
$67.6K - $74.4K
|
1.13K
$113K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
662+ 16.08% |
$67K - $73.8K
|
4.78K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
610New |
$61.8K - $68K
|
610
$60.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
605+ 0.77% |
$61.3K - $67.4K
|
78.9K
$7.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
577+ 3.18% |
$58.4K - $64.3K
|
18.7K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
498+ 0.38% |
$50.4K - $55.5K
|
132K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
489+ 24.81% |
$49.5K - $54.5K
|
2.46K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
446+ 10.7% |
$45.2K - $49.7K
|
4.62K
$460K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
414+ 6.7% |
$41.9K - $46.1K
|
6.6K
$658K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
313+ 11.79% |
$31.7K - $34.9K
|
2.97K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
313+ 11.79% |
$31.7K - $34.9K
|
2.97K
$296K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
312+ 16.17% |
$31.6K - $34.8K
|
2.24K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
274+ 43.15% |
$27.7K - $30.5K
|
909
$90.7K
|