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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
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 439 - 2023-12-31 47,400 $4,427,000 0
   DIMENSIONAL FUND ADVISORS INC 2843 - 2024-03-31 13,810 $1,522,000 0
   GREENLEAF TRUST 307 - 2024-03-31 8,750 $964,000 0
   Lester Murray Antman dba SimplyRich 94 - 2024-03-31 6,279 $692,000 0
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 287 - 2023-12-31 6,882 $643,000 0
   STATE STREET CORP 3389 - 2023-12-31 6,717 $627,000 0
   Systematic Alpha Investments LLC 147 - 2023-12-31 4,962 $463,000 0
   FINANCIAL COUNSELORS INC 480 - 2024-03-31 3,051 $336,000 0
   JOHNSON INVESTMENT COUNSEL INC 592 - 2024-03-31 2,959 $326,000 0
   RNC CAPITAL MANAGEMENT LLC 135 - 2023-12-31 2,660 $248,000 0
   Allspring Global Investments Holdings LLC 1851 - 2024-03-31 842 $93,000 0
   Lindbrook Capital LLC 596 - 2024-03-31 747 $82,000 0
   WealthCollab LLC 200 - 2024-03-31 309 $34,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 230 - 2024-03-31 240 $26,000 0
   UMB BANK N A/MO 1024 - 2024-03-31 212 $23,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 565 - 2024-03-31 148 $16,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 977 - 2023-12-31 86 $8,000 0
   Steward Partners Investment Advisory LLC 2828 - 2023-12-31 74 $7,000 0
   Column Capital Advisors LLC 581 - 2023-09-30 63 $6,000 0
   Global Retirement Partners LLC 2385 - 2024-03-31 45 $5,000 0
   CVA Family Office LLC 857 - 2024-03-31 34 $4,000 0
   Bell Investment Advisors Inc 1204 - 2024-03-31 28 $3,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1421 - 2024-03-31 27 $3,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1020 - 2024-03-31 23 $3,000 0
   Geneos Wealth Management Inc. 1862 - 2024-03-31 14 $2,000 0
   IFP Advisors Inc 2600 - 2023-12-31 21 $2,000 0
   BARTLETT & CO. LLC 1134 - 2023-12-31 23 $2,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1173 - 2023-12-31 7 $1,000 0
   Smartleaf Asset Management LLC 1457 - 2024-03-31 13 $1,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 681 - 2024-03-31 8 $1,000 0
   CLARIVEST ASSET MANAGEMENT LLC 793 - 2024-03-31 4 $0 0
   PROEQUITIES INC. 6054 - 2024-03-31 0 $0 0
   Cornerstone Planning Group LLC 1078 - 2024-03-31 3 $0 0

  33 Records found
  1    
  Page 1 of 1
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