Latest Institutional Transactions on Orix Corp (IX)
This table provides information on the latest institutional transactions involving Orix Corp (IX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
192K+ 352.48% |
$3.93M - $20.7M
|
247K
$4.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25New |
$511 - $2.69K
|
25
$493
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 233.33% |
$286 - $1.5K
|
20
$394
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$143 - $752
|
7
$138
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
136+ 400.0% |
$2.78K - $14.6K
|
170
$3.35K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
65.8K+ 372.9% |
$1.34M - $7.07M
|
83.4K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 426.29% |
$381K - $2M
|
23K
$454K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.62K+ 398.96% |
$94.4K - $496K
|
5.77K
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$164 - $859
|
8
$158
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
28.9K+ 378.98% |
$592K - $3.11M
|
36.6K
$721K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
9.09K+ 373.77% |
$186K - $976K
|
11.5K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50New |
$1.02K - $5.37K
|
50
$986
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
36+ 400.0% |
$736 - $3.87K
|
45
$887
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
658+ 371.75% |
$13.4K - $70.7K
|
835
$16.5K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
329+ 913.89% |
$6.72K - $35.3K
|
365
$7.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 234.69% |
$22.4K - $118K
|
1.56K
$30.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.57K+ 202.95% |
$155K - $813K
|
11.3K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.01K+ 388.46% |
$20.6K - $108K
|
1.27K
$25K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-114K- 95.21% |
$2.32M - $12.2M
|
5.71K
$113K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
11.5K+ 360.04% |
$235K - $1.24M
|
14.7K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
159K+ 435.57% |
$3.26M - $17.1M
|
196K
$3.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
73.7K+ 411.17% |
$1.51M - $7.91M
|
91.6K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
653+ 242.75% |
$13.3K - $70.1K
|
922
$18.2K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
12New |
$245 - $1.29K
|
12
$237
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-100- 80.0% |
$2.04K - $10.7K
|
25
$493
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
32.5K+ 305.67% |
$665K - $3.5M
|
43.2K
$852K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
81K+ 486.61% |
$1.66M - $8.7M
|
97.6K
$1.93M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
340+ 400.0% |
$6.95K - $36.5K
|
425
$8.38K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7.39K+ 400.0% |
$151K - $794K
|
9.24K
$182K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.38K+ 63.48% |
$130K - $685K
|
16.4K
$324K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15.6K+ 9139.18% |
$319K - $1.68M
|
15.8K
$312K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
238K+ 528.05% |
$4.87M - $25.6M
|
283K
$5.58M
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$313 - $351
|
3
$59.2
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$209 - $234
|
2
$39.4
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
13.7KNew |
$1.43M - $1.6M
|
13.7K
$269K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.67KNew |
$592K - $664K
|
5.67K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
131+ 1.52% |
$13.7K - $15.3K
|
8.73K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.57KNew |
$268K - $301K
|
2.57K
$50.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.38KNew |
$248K - $279K
|
2.38K
$46.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
82.5K+ 62.79% |
$8.61M - $9.66M
|
214K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.51K+ 3.2% |
$261K - $293K
|
80.7K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 41.59% |
$239K - $268K
|
3.21K
$63.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
26New |
$2.71K - $3.04K
|
26
$513
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.3K+ 1.26% |
$553K - $621K
|
425K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.54KNew |
$682K - $765K
|
6.54K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-220- 3.31% |
$23K - $25.8K
|
6.43K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.88K+ 68.97% |
$301K - $337K
|
7.06K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.34K- 53.42% |
$244K - $274K
|
2.04K
$40.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-42- 1.5% |
$4.38K - $4.92K
|
2.76K
$54.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1310.0% |
$137K - $153K
|
1.41K
$27.8K
|
|