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 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-57- 1.36% |
$4.93K - $5.37K
|
4.13K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-110- 1.29% |
$9.51K - $10.4K
|
8.45K
$894K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-114- 1.97% |
$9.85K - $10.7K
|
5.68K
$601K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-143- 53.36% |
$12.4K - $13.5K
|
125
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-145- 1.53% |
$12.5K - $13.7K
|
9.36K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-148- 2.25% |
$12.8K - $14K
|
6.44K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-190- 0.24% |
$16.4K - $17.9K
|
78.3K
$8.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-227- 6.64% |
$19.6K - $21.4K
|
3.19K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-293- 7.05% |
$25.3K - $27.6K
|
3.86K
$408K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-301- 2.84% |
$26K - $28.4K
|
10.3K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-327- 6.94% |
$28.3K - $30.8K
|
4.39K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-400- 0.89% |
$34.6K - $37.7K
|
44.5K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 2.45% |
$34.6K - $37.7K
|
15.9K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-653- 79.83% |
$56.4K - $61.6K
|
165
$17.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14K- 24.56% |
$98.6K - $108K
|
3.5K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.19K- 3.06% |
$102K - $112K
|
37.5K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 18.62% |
$113K - $124K
|
5.74K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.34K- 1.03% |
$115K - $126K
|
129K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.44K- 49.83% |
$125K - $136K
|
1.45K
$154K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.46K- 14.31% |
$126K - $138K
|
8.75K
$926K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.23K- 6.93% |
$193K - $210K
|
30K
$3.17M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.1K- 2.75% |
$354K - $387K
|
145K
$15.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.79K- 9.55% |
$500K - $546K
|
54.8K
$5.8M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.9K- 80.27% |
$510K - $556K
|
1.45K
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-5.99K- 2.1% |
$518K - $565K
|
280K
$29.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.48K- 3.34% |
$646K - $705K
|
216K
$22.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.47K- 11.64% |
$819K - $893K
|
71.9K
$7.61M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.6K- 3.1% |
$2.73M - $2.98M
|
990K
$105M
|