INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ORIX CORP ownership

ORIX CORP's ticker is IX and the CUSIP is 686330101. A total of 131 filers reported holding ORIX CORP in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ORIX CORP
ValueSharesWeighting
Q2 2024$866
+2.4%
80.0%0.00%
Q1 2024$846
+18.0%
80.0%0.00%
Q4 2023$717
+0.8%
80.0%0.00%
Q3 2023$711
+2.9%
80.0%0.00%
Q2 2023$691
+12.7%
8
+14.3%
0.00%
Q1 2023$613
+2.0%
70.0%0.00%
Q4 2022$601
-39.9%
70.0%0.00%
Q3 2022$1,0000.0%70.0%0.00%
Q2 2022$1,0000.0%70.0%0.00%
Q1 2022$1,0000.0%70.0%0.00%
Q4 2021$1,0000.0%70.0%0.00%
Q3 2021$1,0000.0%70.0%0.00%
Q2 2021$1,0000.0%70.0%0.00%
Q1 2021$1,0000.0%70.0%0.00%
Q4 2020$1,00070.0%0.00%
Q3 2020$070.0%0.00%
Q2 2020$070.0%0.00%
Q1 2020$0
-100.0%
70.0%0.00%
Q4 2019$1,00070.0%0.00%
Q3 2019$070.0%0.00%
Q2 2019$07
+16.7%
0.00%
Q1 2019$060.0%0.00%
Q4 2018$0
-100.0%
60.0%0.00%
Q3 2018$1,0000.0%60.0%0.00%
Q2 2018$1,0000.0%60.0%0.00%
Q1 2018$1,00060.00%
Other shareholders
ORIX CORP shareholders Q1 2019
NameSharesValueWeighting ↓
Henry James International Management Inc. 55,129$4,640,0002.32%
Wambolt & Associates, LLC 19,700$1,658,0000.67%
TODD ASSET MANAGEMENT LLC 307,003$25,838,0000.67%
Gilman Hill Asset Management, LLC 30,506$2,567,0000.55%
EAGLE GLOBAL ADVISORS LLC 79,090$6,656,0000.49%
Boston Common Asset Management, LLC 72,532$6,104,0000.30%
Ativo Capital Management LLC 5,308$447,0000.30%
DGS Capital Management, LLC 4,401$370,0000.30%
Lester Murray Antman dba SimplyRich 6,572$553,0000.23%
NAPLES GLOBAL ADVISORS, LLC 19,235$1,619,0000.21%
View complete list of ORIX CORP shareholders