Mount Yale Investment Advisors, LLC - ORIX CORP ownership

ORIX CORP's ticker is IX and the CUSIP is 686330101. A total of 130 filers reported holding ORIX CORP in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ORIX CORP
ValueSharesWeighting
Q3 2023$630,529
+3.7%
6,716
+0.7%
0.07%
+7.8%
Q2 2023$608,310
+12.8%
6,669
+1.5%
0.06%
+4.9%
Q1 2023$539,113
+39.4%
6,568
+36.7%
0.06%
+38.6%
Q4 2022$386,830
+18.3%
4,804
+3.7%
0.04%
+2.3%
Q3 2022$327,000
-14.8%
4,631
+1.4%
0.04%
-10.4%
Q2 2022$384,000
-29.5%
4,568
-16.4%
0.05%
-18.6%
Q1 2022$545,000
+48.9%
5,461
+51.9%
0.06%
+55.3%
Q4 2021$366,000
+18.8%
3,595
+10.2%
0.04%
+8.6%
Q3 2021$308,000
+396.8%
3,263
+328.2%
0.04%
+218.2%
Q3 2018$62,000
-75.3%
762
-76.0%
0.01%
-77.1%
Q2 2018$251,000
+5.5%
3,179
+20.1%
0.05%
-5.9%
Q1 2018$238,0002,6460.05%
Other shareholders
ORIX CORP shareholders Q3 2023
NameSharesValueWeighting ↓
Henry James International Management Inc. 55,009$5,199,0001.64%
Wambolt & Associates, LLC 15,268$1,441,0000.58%
Gilman Hill Asset Management, LLC 22,932$2,168,0000.55%
TODD ASSET MANAGEMENT LLC 200,751$18,975,0000.44%
EAGLE GLOBAL ADVISORS LLC 69,336$6,554,0000.43%
Strategic Global Advisors, LLC 30,899$2,921,0000.43%
Princeton Global Asset Management LLC 14,265$1,348,0000.41%
Crossmark Global Holdings, Inc. 142,041$13,426,0000.32%
NAPLES GLOBAL ADVISORS, LLC 19,385$1,832,0000.24%
Boston Common Asset Management, LLC 57,146$5,401,0000.23%
View complete list of ORIX CORP shareholders