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Get Institutions for : 
ORIX Corporation (ADR) (IX)  
$108.33 3.12 (2.8%) as of 4:30 Fri 5/10


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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  : 
17.40 (19.14%)  




 
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
   LAKE STREET ADVISORS GROUP LLC 298 *New 2023-12-31 2,922 $273,000 2,922
   OLD MISSION CAPITAL LLC 774 *New 2023-12-31 2,723 $254,000 2,723
   Prosperity Consulting Group LLC 293 *New 2024-03-31 2,271 $250,000 2,271
   MML INVESTORS SERVICES LLC 2182 *New 2023-12-31 2,603 $243,000 2,603
   PDS Planning Inc 324 *New 2024-03-31 2,131 $235,000 2,131
   Pinnacle Wealth Planning Services Inc. 379 *New 2024-03-31 2,059 $227,000 2,059
   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
   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
   Goss Wealth Management LLC 3199 *New 2023-12-31 38 $4,000 38
   FIRST FINANCIAL CORP /IN/ 487 *New 2024-03-31 26 $3,000 26
   JONES FINANCIAL COMPANIES LLLP 911 *New 2023-12-31 19 $2,000 19
   SMITHFIELD TRUST CO 1024 *New 2024-03-31 19 $2,000 19
   MATHER GROUP, INC. 1565 *New 2024-03-31 20 $2,000 20
   Beaird Harris Wealth Management LLC 498 *New 2023-12-31 13 $1,000 13
   JOHNSON FINANCIAL GROUP, INC. 811 *New 2023-12-31 7 $1,000 7
  19 Records found
  1    
  Page 1 of 1
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