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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
   BANK OF AMERICA CORP /DE/ 1255 - 2023-12-31 461,493 $43,099,000 -8,221
   VEREDUS ASSET MANAGEMENT LLC 78 - 2023-12-31 279,896 $26,139,000 -5,992
   WELLS FARGO & CO/MN - 2024-03-31 224,171 $24,704,000 -102,619
   BLACKROCK INC. - 2024-03-31 206,088 $22,711,000 -10,266
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 185 - 2023-12-31 145,240 $13,564,000 -4,100
   NORTHERN TRUST CORP 1932 - 2023-12-31 128,834 $12,032,000 -1,335
   EAGLE GLOBAL ADVISORS LLC 60 - 2023-12-31 78,289 $7,311,000 -190
   O SHAUGHNESSY ASSET MANAGEMENT LLC 257 - 2023-12-31 71,932 $6,718,000 -9,472
   GOLDMAN SACHS GROUP INC/ 2678 - 2023-12-31 44,462 $4,152,000 -400
   MERCER GLOBAL ADVISORS INC /ADV 565 - 2023-12-31 37,508 $3,503,000 -1,185
   Wambolt & Associates LLC 53 - 2024-03-31 19,800 $2,078,000 -979
   Veriti Management LLC 140 - 2024-03-31 18,441 $2,032,000 -980
   BANK OF NEW YORK MELLON CORP 2751 - 2024-03-31 18,279 $2,014,000 -31
   NAPLES GLOBAL ADVISORS LLC 144 - 2024-03-31 17,913 $1,980,000 -175
   BTC Capital Management Inc. 113 - 2024-03-31 14,876 $1,639,000 -79
   PARADIGM ASSET MANAGEMENT CO LLC/NY 54 - 2023-12-31 15,900 $1,485,000 -400
   FIFTH THIRD BANCORP 592 - 2024-03-31 9,274 $1,022,000 -1,016
   Orion Portfolio Solutions LLC - 2024-03-31 8,390 $925,000 -58
   WETHERBY ASSET MANAGEMENT INC 382 - 2023-12-31 9,360 $874,000 -145
   US BANCORP - 2024-03-31 6,324 $697,000 -206
   JANNEY MONTGOMERY SCOTT LLC 1787 - 2024-03-31 5,781 $637,000 -76
   ROYAL BANK OF CANADA 3455 - 2023-12-31 7,022 $633,000 -38
   Cresset Asset Management LLC 1114 - 2023-12-31 6,440 $601,000 -148
   Strategic Global Advisors LLC 124 - 2023-12-31 5,737 $536,000 -1,313
   CITIGROUP INC - 2024-03-31 4,306 $475,000 -80
   Sequoia Financial Advisors LLC 705 - 2024-03-31 4,260 $469,000 -35
   SIGNATUREFD, LLC 533 - 2024-03-31 4,108 $453,000 -260
   CREATIVE PLANNING 1878 - 2023-12-31 4,193 $392,000 -17
   AMERIPRISE FINANCIAL INC 3484 - 2023-12-31 3,861 $361,000 -293
   CAMPBELL & CO INVESTMENT ADVISER LLC - 2024-03-31 2,618 $289,000 -1,049
   Checchi Capital Advisers LLC 468 - 2024-03-31 2,428 $268,000 -23
   Knights of Columbus Asset Advisors LLC - 2024-03-31 1,849 $204,000 -121
   Advisor Group Holdings Inc. - 2024-03-31 893 $98,000 -2,611
   HUNTINGTON NATIONAL BANK 701 - 2024-03-31 635 $70,000 -152
   ZBN.A. 470 - 2023-12-31 328 $31,000 -1
   Bruce G. Allen Investments LLC 344 - 2024-03-31 242 $27,000 -67
   Ronald Blue Trust Inc. 1163 - 2024-03-31 218 $24,000 -395
   Russell Investments Group Ltd. - 2024-03-31 117 $13,000 -48
   HANSON MCCLAIN, INC. 2445 - 2024-03-31 39 $4,000 -1
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3045 - 2023-12-31 10 $1,000 -46

  40 Records found
  1    
  Page 1 of 1
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