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Get Institutions for : 
ORIX Corporation (ADR) (IX)  
$107.43 0.09 (0.08%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 144    8
Total shares held : 
4,071,645  
% of shares held : 
1.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
21,372  
% of shares held change : 
  0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$92.32  
Last Quarter's Ending Price : 
$93.39  
Last Quarter's Average Price
$90.93  
Change from last quarter's     
avg. price to the last closing  : 
16.50 (18.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 21,600
 0.53%
 
Increased Positions :
61
 64,552
 1.59%
 
Unchanged Positions :
30
 160,077
 3.93%
 
Decreased Positions :
38
-51,646
-1.27%
 
Closed Positions :
7
-13,134
-0.32%
 
Guru Positions :
1
77
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CALLAN CAPITAL, LLC 108 *New 2024-03-31 7,643 $842,000 7,643
   GROUPAMA ASSET MANAGMENT 333 *New 2024-03-31 57,600 $633,000 57,600
   NEUBERGER BERMAN GROUP LLC 1634 *New 2024-03-31 2,654 $292,000 2,654
   Prosperity Consulting Group LLC 293 *New 2024-03-31 2,271 $250,000 2,271
   PDS Planning Inc 324 *New 2024-03-31 2,131 $235,000 2,131
   AQR CAPITAL MANAGEMENT LLC 2216 *New 2024-03-31 2,098 $231,000 2,098
   PITCAIRN CO 658 *New 2024-03-31 2,069 $228,000 2,069
   Pinnacle Wealth Planning Services Inc. 379 *New 2024-03-31 2,059 $227,000 2,059
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 978 *New 2024-03-31 1,998 $220,000 1,998
   DORSEY & WHITNEY TRUST CO LLC 574 *New 2024-03-31 1,989 $219,000 1,989
   Atomi Financial Group Inc. 651 *New 2024-03-31 1,929 $213,000 1,929
   Ascent Group LLC 478 *New 2024-03-31 1,925 $212,000 1,925
   BB&T CORP 2452 *New 2024-03-31 1,829 $202,000 1,829
   Nelson Van Denburg & Campbell Wealth Management Gr 1446 *New 2024-03-31 276 $30,000 276
   Atlantic Trust Group LLC 2156 *New 2024-03-31 129 $14,000 129
   ZRC WEALTH MANAGEMENT LLC 347 *New 2024-03-31 98 $11,000 98
   Continuum Advisory LLC 1070 *New 2024-03-31 42 $5,000 42
   FIRST FINANCIAL CORP /IN/ 487 *New 2024-03-31 26 $3,000 26
   SMITHFIELD TRUST CO 1024 *New 2024-03-31 19 $2,000 19
   MATHER GROUP, INC. 1565 *New 2024-03-31 20 $2,000 20
   Financial Gravity Wealth Inc. 1294 *New 2024-03-31 2 $0 2

  21 Records found
  1    
  Page 1 of 1
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