INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ORIX CORP ownership

ORIX CORP's ticker is IX and the CUSIP is 686330101. A total of 125 filers reported holding ORIX CORP in Q1 2021. 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
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 2021
NameSharesValueWeighting ↓
Henry James International Management Inc. 61,659$5,220,0001.49%
Strategic Global Advisors, LLC 30,972$2,622,0000.48%
Wambolt & Associates, LLC 13,173$1,115,0000.47%
Gilman Hill Asset Management, LLC 21,332$1,806,0000.46%
EAGLE GLOBAL ADVISORS LLC 69,396$5,875,0000.38%
TODD ASSET MANAGEMENT LLC 198,671$16,819,0000.38%
Princeton Global Asset Management LLC 14,000$1,185,0000.36%
Crossmark Global Holdings, Inc. 136,150$11,526,0000.27%
Lester Murray Antman dba SimplyRich 6,780$573,0000.26%
NAPLES GLOBAL ADVISORS, LLC 19,535$1,654,0000.23%
View complete list of ORIX CORP shareholders