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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148+ 3.47% |
$15.4K - $17.3K
|
4.42K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.79K+ 12.06% |
$187K - $210K
|
16.6K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3+ 0.09% |
$313 - $351
|
3.2K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.68K+ 58.27% |
$280K - $314K
|
7.28K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
129+ 3.04% |
$13.5K - $15.1K
|
4.38K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
100New |
$10.4K - $11.7K
|
100
$10.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-142- 1.77% |
$14.8K - $16.6K
|
7.89K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.53K- 24.85% |
$264K - $296K
|
7.64K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$9.92K - $11.1K
|
95
$10.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 3.09% |
$939 - $1.05K
|
282
$30K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.16KNew |
$121K - $135K
|
1.16K
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.78K+ 8.21% |
$290K - $325K
|
36.6K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 19.59% |
$3.03K - $3.4K
|
177
$18.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76+ 3.77% |
$7.93K - $8.9K
|
2.09K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-188- 6.77% |
$19.6K - $22K
|
2.59K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.08K+ 14.22% |
$426K - $478K
|
32.8K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
259+ 6.59% |
$27K - $30.3K
|
4.19K
$446K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65+ 31.86% |
$6.78K - $7.61K
|
269
$28.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$104 - $117
|
1
$106
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.45K- 7.1% |
$360K - $403K
|
45.1K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
811+ 30.62% |
$84.7K - $95K
|
3.46K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-225- 4.31% |
$23.5K - $26.3K
|
5K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-505- 2.78% |
$52.7K - $59.1K
|
17.6K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13New |
$1.36K - $1.52K
|
13
$1.38K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 50.0% |
$418 - $468
|
4
$426
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 33.33% |
$313 - $351
|
6
$638
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-245- 15.98% |
$25.6K - $28.7K
|
1.29K
$137K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
171New |
$17.8K - $20K
|
171
$18.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.89K+ 198.9% |
$503K - $612K
|
7.35K
$782K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
687New |
$70.6K - $85.9K
|
687
$73.1K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.45KNew |
$971K - $1.18M
|
9.45K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
134+ 1.66% |
$13.8K - $16.8K
|
8.18K
$871K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
355+ 12.06% |
$36.5K - $44.4K
|
3.3K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-60- 78.95% |
$6.16K - $7.51K
|
16
$1.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
456+ 13.1% |
$46.8K - $57K
|
3.94K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 1.0% |
$7.19K - $8.76K
|
6.95K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 235.71% |
$3.39K - $4.13K
|
47
$5K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.56K- 15.37% |
$263K - $321K
|
14.1K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.69K+ 21.57% |
$276K - $337K
|
15.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-158- 1.71% |
$16.2K - $19.8K
|
9.1K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2- 0.1% |
$205 - $250
|
1.94K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 19.15% |
$216K - $263K
|
13.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.36K+ 129.38% |
$242K - $295K
|
4.18K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.4KNew |
$2.3M - $2.8M
|
22.4K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.72K+ 59.66% |
$177K - $216K
|
4.61K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
587+ 19.78% |
$60.3K - $73.4K
|
3.55K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.87K+ 20.01% |
$603K - $734K
|
35.2K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.26K+ 146.04% |
$335K - $408K
|
5.5K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
189+ 8.89% |
$19.4K - $23.6K
|
2.32K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.57K- 46.23% |
$366K - $446K
|
4.15K
$441K
|
|