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Ladenburg Thalmann Financial Services’s ORIX IX Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$13K Buy
1,170
+370
+46% +$5.94K ﹤0.01% 4363
2019
Q3 		$12K Sell
800
-65
-8% -$974 ﹤0.01% 4303
2019
Q2 		$13K Sell
865
-595
-41% -$8.52K ﹤0.01% 4308
2019
Q1 		$21K Sell
1,460
-740
-34% -$10.9K ﹤0.01% 3961
2018
Q4 		$32K Buy
2,200
+680
+45% +$10.7K ﹤0.01% 3565
2018
Q3 		$24K Sell
1,520
-195
-11% -$3.14K ﹤0.01% 3803
2018
Q2 		$31K Hold
1,715
– – ﹤0.01% 3579
2018
Q1 		$31K Buy
1,715
+375
+28% +$6.79K ﹤0.01% 3579
2017
Q4 		$23K Buy
1,340
+935
+231% +$15.8K ﹤0.01% 3695
2017
Q3 		$7K Buy
405
+115
+40% +$1.85K ﹤0.01% 4241
2017
Q2 		$4K Buy
290
+125
+76% +$1.95K ﹤0.01% 4386
2017
Q1 		$2K Hold
165
– – ﹤0.01% 4574
2016
Q4 		$3K Sell
165
-15
-8% -$230 ﹤0.01% 4419
2016
Q3 		$3K Sell
180
-625
-78% -$8.82K ﹤0.01% 4361
2016
Q2 		$10K Buy
805
+385
+92% +$5.36K ﹤0.01% 3775
2016
Q1 		$6K Buy
420
+100
+31% +$1.36K ﹤0.01% 3975
2015
Q4 		$4K Buy
320
+125
+64% +$1.82K ﹤0.01% 4139
2015
Q3 		$3K Buy
195
+35
+22% +$486 ﹤0.01% 4143
2015
Q2 		$2K Buy
160
+15
+10% +$232 ﹤0.01% 4349
2015
Q1 		$2K Hold
145
– – ﹤0.01% 4276
2014
Q4 		$2K Hold
145
– – ﹤0.01% 4050
2014
Q3 		$2K Hold
145
– – ﹤0.01% 3678
2014
Q2 		$2K Buy
145
+5
+4% +$76 ﹤0.01% 3641
2014
Q1 		$2K Hold
140
– – ﹤0.01% 3513
2013
Q4 		$3K Sell
140
-275
-66% -$4.71K ﹤0.01% 3412
2013
Q3 		$7K Sell
415
-265
-39% -$3.94K ﹤0.01% 3030
2013
Q2 		$9K Buy
+680
New +$9.61K ﹤0.01% 2781

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its ORIX (IX) stake by 46% in Q4 2019, buying an estimated $5.94K and bringing the position to 1,170 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4363.

Ladenburg Thalmann Financial Services first reported a position in IX in Q2 2013 and has held it in 27 quarters since. The position peaked at $32K in Q4 2018. 120 funds tracked by Wall St. Rank hold IX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,170 shares of ORIX worth $13K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 370 ORIX shares in Q4 2019, an estimated $5.94K.
  • ORIX made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4363 holding.
  • Ladenburg Thalmann Financial Services first reported a position in ORIX in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's ORIX position peaked at $32K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held ORIX as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.