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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
211+ 3.15% |
$22K - $24.7K
|
6.91K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-409- 67.38% |
$42.7K - $47.9K
|
198
$3.79K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 40.62% |
$295K - $330K
|
9.77K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145+ 13.04% |
$15.1K - $17K
|
1.26K
$24K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 15.15% |
$522 - $585
|
28
$535
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-56- 2.25% |
$5.85K - $6.56K
|
2.43K
$46.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
273+ 6.4% |
$28.5K - $32K
|
4.54K
$86.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
197+ 9.71% |
$20.6K - $23.1K
|
2.23K
$42.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.29KNew |
$865K - $970K
|
8.29K
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.65K+ 6.3% |
$172K - $193K
|
27.9K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.94KNew |
$307K - $344K
|
2.94K
$56.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.8K- 68.45% |
$1.34M - $1.5M
|
5.91K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52+ 325.0% |
$5.43K - $6.09K
|
68
$1.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.18K+ 2.2% |
$123K - $138K
|
54.6K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
941+ 282.58% |
$98.2K - $110K
|
1.27K
$24.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.74K+ 28.87% |
$182K - $204K
|
7.78K
$149K
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.22K+ 2.23% |
$127K - $143K
|
55.8K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
2.22K+ 0.65% |
$232K - $260K
|
346K
$6.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45+ 1.6% |
$4.7K - $5.27K
|
2.87K
$54.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-53- 5.66% |
$5.53K - $6.21K
|
884
$16.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.06% |
$104 - $117
|
95
$1.82K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-246- 82.27% |
$25.7K - $28.8K
|
53
$1.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.54% |
$1.36K - $1.52K
|
2.44K
$46.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 1.69% |
$20.9K - $23.4K
|
11.6K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16New |
$1.67K - $1.87K
|
16
$306
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.3K- 16.47% |
$240K - $269K
|
11.7K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.9K- 28.92% |
$616K - $691K
|
14.5K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 58.14% |
$2.61K - $2.93K
|
18
$344
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 111.39% |
$9.19K - $10.3K
|
167
$3.19K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
8.14KNew |
$850K - $953K
|
8.14K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23+ 19.33% |
$2.4K - $2.69K
|
142
$2.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
128New |
$13.4K - $15K
|
128
$2.45K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 2.02% |
$522 - $585
|
242
$4.63K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.06K- 96.99% |
$737K - $827K
|
219
$4.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23.6K+ 133.4% |
$2.46M - $2.76M
|
41.3K
$789K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 100.0% |
$313 - $351
|
6
$115
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-69- 1.1% |
$7.2K - $8.08K
|
6.21K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12- 1.75% |
$1.25K - $1.41K
|
675
$12.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7New |
$731 - $820
|
7
$134
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-75- 2.86% |
$7.83K - $8.78K
|
2.55K
$48.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-469- 13.77% |
$49K - $54.9K
|
2.94K
$56.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148+ 3.47% |
$15.4K - $17.3K
|
4.42K
$84.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
129+ 3.04% |
$13.5K - $15.1K
|
4.38K
$83.7K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
100New |
$10.4K - $11.7K
|
100
$1.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-142- 1.77% |
$14.8K - $16.6K
|
7.89K
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.53K- 24.85% |
$264K - $296K
|
7.64K
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 3.09% |
$939 - $1.05K
|
282
$5.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$9.92K - $11.1K
|
95
$1.82K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.16KNew |
$121K - $135K
|
1.16K
$22.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-188- 6.77% |
$19.6K - $22K
|
2.59K
$49.5K
|