Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ORIX Corporation - Depositary Receipt (Common Stock) inkluderar Vestmark Advisory Solutions, Inc., Y-Intercept (Hong Kong) Ltd, Glenmede Investment Management, LP, Simon Quick Advisors, Llc, Naviter Wealth, LLC, Ieq Capital, Llc, Midwest Trust Co, Syon Capital Llc, Sivia Capital Partners, LLC, Optas, LLC, Colony Group, LLC, Principal Street Partners, LLC, Centiva Capital, LP, AlphaCore Capital LLC, Soundwatch Capital LLC, Harbor Asset Planning, Inc., Twin Peaks Wealth Advisors, LLC, Acadian Asset Management Llc, Evolution Wealth Management Inc., och Boreal Capital Management LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 217 | 739,31 | 40 | 1 233,33 | ||||
| 2025-06-25 | NP | GENW - Genter Capital International Dividend ETF | 635 | 499,06 | 13 | 9,09 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 175 | 408,23 | 136 | 440,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 723 354 | 1,41 | 16 290 | 9,32 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | 9 127 | 206 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 13 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 31 566 | 50,86 | 711 | 62,47 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 165 | 4 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26 837 | 11,66 | 604 | 20,32 | ||||
| 2025-07-28 | NP | AVIV - Avantis International Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65 382 | 35,46 | 1 390 | 40,97 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 366 526 | 79,70 | 8 254 | 93,76 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 32 473 | 41,03 | 731 | 52,29 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 105 | 2 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 995 | 27,64 | 45 | 37,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 185 | 42,31 | 4 | 100,00 | ||||
| 2025-07-28 | NP | AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21 678 | 34,73 | 461 | 40,24 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 420 480 | 9,40 | 8 939 | 13,79 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 10 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 946 | 31 433,33 | 21 | |||||
| 2025-06-26 | NP | DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25 055 | 400,00 | 503 | −5,28 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 361 | 1 344,00 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 537 | 480,00 | 35 | 580,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 30 710 | 56,80 | 692 | 69,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38 571 | 12,30 | 869 | 21,06 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 23 004 | 12,80 | 518 | 21,60 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 23 675 | 435,75 | 495 | 5,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 360 | 461,98 | 31 | 20,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 592 | 6,76 | 329 | 15,09 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 659 | 628,49 | 60 | 742,86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 9 656 | 217 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 81 | 1,25 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 468 | 23,16 | 11 | 42,86 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 44 196 | 12,04 | 995 | 20,75 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 45 202 | 6,33 | 1 018 | 14,53 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 67 964 | 1,01 | 1 531 | 8,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42 663 | 275,79 | 891 | −26,12 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 13 384 | 301 | ||||||
| 2025-07-23 | 13F | Optas, LLC | 10 484 | 236 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 806 | 21 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 14 371 | 324 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 126 198 | 4,66 | 2 842 | 12,87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 150 478 | 64,26 | 3 389 | 77,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 12 033 | 271 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 705 | 984,62 | 16 | 1 400,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 23 837 | 537 | ||||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 29 375 | 29,95 | 662 | 40,04 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 368 | 268,00 | 8 | 300,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 353 948 | 4,41 | 53 011 | 12,56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 364 | 611,86 | 143 | 694,44 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 236 604 | 13,91 | 5 328 | 22,79 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 7 316 | 26,73 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 481 327 | 88,20 | 10 839 | 102,90 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 484 | 1 105,83 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14 997 | 338 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 125 | 674 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 181 457 | 16,46 | 4 090 | 25,65 | ||||
| 2025-07-28 | NP | AVSD - Avantis Responsible International Equity ETF | 17 524 | 203,97 | 373 | 217,95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20 | 150,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39 597 | 598,61 | 892 | 48,01 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 15 | 0 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 70 | 2 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 66 390 | 33,22 | 1 147 | 5,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28 002 | 16,04 | 631 | 25,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 11 756 | 6,10 | 265 | 14,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 536 | 2,88 | 12 | 20,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 343 | 151,54 | 75 | 177,78 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 73 134 | 32,51 | 1 647 | 42,88 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 101 | 1,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 913 | 4 972,22 | 21 | 1 900,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 24 606 | 63,13 | 554 | 75,87 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 178 | 229 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 19 364 | 601,09 | 405 | 37,88 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 10 970 | 247 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 365 | 8 | ||||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 101 497 | 3,97 | 2 286 | 12,06 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 31 623 | 712 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 54 052 | 22,64 | 1 217 | 32,28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 76 | 0 | ||||||
| 2025-07-30 | 13F | Ethic Inc. | 11 783 | 8,89 | 261 | 16,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 21 735 | 489 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 13 525 | 0,74 | 305 | 8,57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 417 | 5,75 | 32 | 14,81 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 1 545 | 21,65 | 35 | 30,77 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 35 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 56 265 | 31,88 | 1 267 | 42,20 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 735 | 61,41 | 377 | 74,07 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17 844 | 18,33 | 402 | 27,30 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10 933 | 246 | ||||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 89 988 | 26,68 | 2 027 | 36,61 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 14 712 | 360,04 | 307 | −9,44 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 153 323 | 5,31 | 3 453 | 13,52 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 36 933 | 0,97 | 832 | 8,77 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 20 210 | 455 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 905 | 20 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 15 847 | 12,43 | 357 | 21,09 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 61 772 | 16,99 | 1 391 | 26,11 | ||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 45 636 | 45,12 | 1 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 195 | 27 | ||||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 12 225 | 8,19 | 275 | 16,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 677 | 0 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 500 | 351,81 | 31 | −11,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 134 984 | 1,64 | 3 040 | 9,55 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 117 459 | 4,01 | 2 645 | 12,12 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 196 669 | 0,36 | 4 429 | 8,18 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 535 | 12 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 96 548 | 0,10 | 2 174 | 7,94 | ||||
| 2025-07-31 | 13F | R Squared Ltd | 10 204 | 230 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 5 048 466 | 1,90 | 113 692 | 9,85 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 69 576 | 496,81 | 1 453 | 17,37 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 19 157 | 16,65 | 0 | |||||
| 2025-07-30 | 13F | Rnc Capital Management Llc | 14 420 | 12,92 | 325 | 21,80 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 152 488 | 3,91 | 93 514 | 12,02 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 250 177 | 1,25 | 5 634 | 9,15 | ||||
| 2025-08-13 | 13F | Todd Asset Management Llc | 1 741 177 | 0,76 | 39 211 | 8,63 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 14 699 | 331 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 92 365 | 0,83 | 2 080 | 7,60 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 36 581 | 344,21 | 824 | −5,84 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 16 733 | 5,91 | 377 | 13,94 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 543 509 | 16,29 | 12 240 | 25,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 157 | 2,74 | 386 | 10,92 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 210 | 5 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 9 243 | 208 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 120 | 100,00 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 334 | 4,38 | 8 | 16,67 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 25 970 | 17,74 | 585 | 26,96 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 359 | 7,93 | 391 | 16,42 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 42 318 | 970,53 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 79 972 | 79,52 | 1 801 | 93,55 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 9 832 | 221 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 500 | 11 | ||||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 685 | 0 | ||||||
| 2025-06-26 | NP | SNTKX - Steward International Enhanced Index Fund Class A | 78 460 | 580,19 | 1 574 | 28,93 | ||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 169 979 | 11,20 | 3 614 | 15,65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 265 | 16,59 | 28 | 27,27 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 66 285 | 129,48 | 1 493 | 147,43 |
