Latest Institutional Purchases of Orix Corp (IX)
This list provides information on the latest institutional transactions involving Orix Corp (IX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23.6K+ 133.4% |
$2.46M - $2.76M
|
41.3K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
8.14KNew |
$850K - $953K
|
8.14K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.08K+ 14.22% |
$426K - $478K
|
32.8K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.78K+ 8.21% |
$290K - $325K
|
36.6K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.79K+ 12.06% |
$187K - $210K
|
16.6K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.16KNew |
$121K - $135K
|
1.16K
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
811+ 30.62% |
$84.7K - $95K
|
3.46K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
259+ 6.59% |
$27K - $30.3K
|
4.19K
$443K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
171New |
$17.8K - $20K
|
171
$18.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148+ 3.47% |
$15.4K - $17.3K
|
4.42K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
129+ 3.04% |
$13.5K - $15.1K
|
4.38K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
128New |
$13.4K - $15K
|
128
$13.5K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
100New |
$10.4K - $11.7K
|
100
$10.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$9.92K - $11.1K
|
95
$10.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 111.39% |
$9.19K - $10.3K
|
167
$17.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76+ 3.77% |
$7.93K - $8.9K
|
2.09K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65+ 31.86% |
$6.78K - $7.61K
|
269
$28.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 19.59% |
$3.03K - $3.4K
|
177
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23+ 19.33% |
$2.4K - $2.69K
|
142
$15K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16New |
$1.67K - $1.87K
|
16
$1.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13New |
$1.36K - $1.52K
|
13
$1.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7+ 0.04% |
$731 - $820
|
17.9K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7New |
$731 - $820
|
7
$741
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 100.0% |
$313 - $351
|
6
$635
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3+ 0.09% |
$313 - $351
|
3.2K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$104 - $117
|
1
$106
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.7KNew |
$3.77M - $4.59M
|
36.7K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.4KNew |
$2.3M - $2.8M
|
22.4K
$2.37M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.45KNew |
$971K - $1.18M
|
9.45K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.79K+ 0.76% |
$801K - $975K
|
1.03M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.51K+ 47.0% |
$669K - $815K
|
20.4K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.87K+ 20.01% |
$603K - $734K
|
35.2K
$3.72M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.89K+ 198.9% |
$503K - $612K
|
7.35K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.72K+ 19.72% |
$485K - $591K
|
28.7K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.26K+ 146.04% |
$335K - $408K
|
5.5K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.02KNew |
$310K - $377K
|
3.02K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.98K+ 12.85% |
$306K - $373K
|
26.2K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.76K+ 19.33% |
$283K - $345K
|
17K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.73KNew |
$280K - $341K
|
2.73K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.69K+ 21.57% |
$276K - $337K
|
15.2K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.49KNew |
$256K - $311K
|
2.49K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.36K+ 129.38% |
$242K - $295K
|
4.18K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.13K+ 56.51% |
$218K - $266K
|
5.89K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 19.15% |
$216K - $263K
|
13.1K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.96K+ 42.47% |
$201K - $245K
|
6.58K
$696K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.78KNew |
$183K - $223K
|
1.78K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$181K - $221K
|
1.77K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.75K+ 3.4% |
$179K - $219K
|
53.1K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.72K+ 59.66% |
$177K - $216K
|
4.61K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.72K+ 64.47% |
$176K - $215K
|
4.38K
$463K
|
|