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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
9New |
$911 - $1K
|
9
$172
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 11.9% |
$506 - $557
|
37
$707
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.87KNew |
$189K - $208K
|
1.87K
$35.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
19New |
$1.92K - $2.12K
|
19
$363
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$323K - $395K
|
3.5K
$67K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-61- 70.93% |
$5.62K - $6.87K
|
25
$478
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.58K- 37.42% |
$237K - $290K
|
4.31K
$82.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$184 - $225
|
2
$38.2
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.06KNew |
$190K - $232K
|
2.06K
$39.4K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30+ 130.43% |
$2.76K - $3.38K
|
53
$1.01K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
19New |
$1.75K - $2.14K
|
19
$363
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
170+ 4.21% |
$15.7K - $19.1K
|
4.2K
$80.4K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-76- 1.3% |
$7K - $8.56K
|
5.78K
$111K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.27KNew |
$209K - $256K
|
2.27K
$43.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
98New |
$9.02K - $11K
|
98
$1.87K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
26New |
$2.39K - $2.93K
|
26
$497
|
|
| Q4 2023 | |||||||
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.12K - $1.23K
|
13
$249
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.26KNew |
$196K - $213K
|
2.26K
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.72KNew |
$235K - $257K
|
2.72K
$52.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.57K+ 119.27% |
$308K - $336K
|
6.55K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$346 - $377
|
4
$76.5
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 7.52% |
$2.59K - $2.83K
|
429
$8.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
35New |
$3.02K - $3.3K
|
35
$669
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$605 - $660
|
7
$134
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
62New |
$5.36K - $5.84K
|
62
$1.19K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 41.18% |
$605 - $660
|
24
$459
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.46K- 14.31% |
$126K - $138K
|
8.75K
$167K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 62.5% |
$432 - $471
|
13
$249
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
6.69KNew |
$578K - $630K
|
6.69K
$128K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
34New |
$2.94K - $3.21K
|
34
$650
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-143- 53.36% |
$12.4K - $13.5K
|
125
$2.39K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$350 - $406
|
4
$76.5
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
924+ 8.36% |
$80.7K - $93.7K
|
12K
$229K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
17New |
$1.49K - $1.72K
|
17
$325
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7New |
$573 - $644
|
7
$134
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.03K+ 30.1% |
$84.3K - $94.8K
|
4.46K
$85.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 14.29% |
$81.8 - $92
|
8
$153
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100New |
$8.18K - $9.2K
|
100
$1.91K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
18New |
$1.47K - $1.66K
|
18
$344
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-252- 11.32% |
$20.6K - $23.2K
|
1.98K
$37.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$1.59K - $1.83K
|
20
$382
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
61+ 277.27% |
$4.84K - $5.58K
|
83
$1.59K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5+ 5.1% |
$397 - $457
|
103
$1.97K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-53- 26.37% |
$4.2K - $4.85K
|
148
$2.83K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$793 - $915
|
10
$191
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
90+ 3.6% |
$7.14K - $8.23K
|
2.59K
$49.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11KNew |
$872K - $1.01M
|
11K
$210K
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
571+ 5.28% |
$45.3K - $52.2K
|
11.4K
$218K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-169- 27.44% |
$11.8K - $13.9K
|
447
$8.55K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
113New |
$7.9K - $9.28K
|
113
$2.16K
|
|