Purchases and Sales Made in Q4 2023 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
186K+ 67.44% |
$16.1M - $17.5M
|
461K
$48.8M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
75.1KNew |
$6.49M - $7.08M
|
75.1K
$7.94M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29.1KNew |
$2.52M - $2.75M
|
29.1K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.5KNew |
$1.26M - $1.37M
|
14.5K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
6.69KNew |
$578K - $630K
|
6.69K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
5.96K+ 10.74% |
$515K - $562K
|
61.5K
$6.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.57K+ 119.27% |
$308K - $336K
|
6.55K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.38K+ 31.61% |
$292K - $318K
|
14.1K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.31K+ 0.34% |
$286K - $312K
|
990K
$105M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.19K+ 10.26% |
$276K - $301K
|
34.3K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.92KNew |
$253K - $275K
|
2.92K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.72KNew |
$235K - $257K
|
2.72K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.6KNew |
$225K - $245K
|
2.6K
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.53K+ 25.32% |
$218K - $238K
|
12.5K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.42K+ 14.23% |
$209K - $228K
|
19.4K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.26KNew |
$196K - $213K
|
2.26K
$239K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.18KNew |
$189K - $206K
|
2.18K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.05K+ 14.7% |
$177K - $193K
|
16K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.97KNew |
$170K - $186K
|
1.97K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.93K+ 12.67% |
$167K - $182K
|
17.2K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.87K+ 68.78% |
$162K - $176K
|
4.59K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.81K+ 0.56% |
$156K - $170K
|
327K
$34.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.56K+ 14.82% |
$135K - $147K
|
12.1K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34K+ 4.39% |
$116K - $127K
|
31.9K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.25K+ 20.78% |
$108K - $117K
|
7.24K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.22K+ 6.18% |
$106K - $115K
|
21K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 16.29% |
$102K - $112K
|
8.46K
$894K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
877+ 15.63% |
$75.8K - $82.7K
|
6.49K
$686K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
658New |
$56.9K - $62K
|
658
$69.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
647+ 21.42% |
$55.9K - $61K
|
3.67K
$388K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
603+ 17.58% |
$52.1K - $56.8K
|
4.03K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
500+ 20.33% |
$43.2K - $47.1K
|
2.96K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
500+ 14.25% |
$43.2K - $47.1K
|
4.01K
$424K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
463+ 409.73% |
$40K - $43.6K
|
576
$60.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
367+ 2.16% |
$31.7K - $34.6K
|
17.3K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
330+ 1.86% |
$28.5K - $31.1K
|
18.1K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
329+ 0.67% |
$28.4K - $31K
|
49.5K
$5.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
318+ 107.8% |
$27.5K - $30K
|
613
$64.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
309New |
$26.7K - $29.1K
|
309
$32.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
309New |
$26.7K - $29.1K
|
309
$32.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300New |
$25.9K - $28.3K
|
300
$31.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
280+ 2.07% |
$24.2K - $26.4K
|
13.8K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
268New |
$23.2K - $25.3K
|
268
$28.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
250+ 6.18% |
$21.6K - $23.6K
|
4.3K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
234+ 731.25% |
$20.2K - $22.1K
|
266
$28.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
218+ 9.76% |
$18.8K - $20.6K
|
2.45K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
215+ 7.84% |
$18.6K - $20.3K
|
2.96K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
199+ 94.31% |
$17.2K - $18.8K
|
410
$43.4K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
195+ 4.97% |
$16.9K - $18.4K
|
4.12K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
165+ 2.11% |
$14.3K - $15.6K
|
7.98K
$843K
|