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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.05K+ 13.82% |
$73.1K - $85.8K
|
8.61K
$910K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
931+ 99.15% |
$65.1K - $76.5K
|
1.87K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
315New |
$22K - $25.9K
|
315
$33.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
236+ 6.83% |
$16.5K - $19.4K
|
3.69K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
158+ 3.37% |
$11K - $13K
|
4.85K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
113New |
$7.9K - $9.28K
|
113
$11.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
35+ 0.69% |
$2.45K - $2.87K
|
5.09K
$538K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21New |
$1.47K - $1.72K
|
21
$2.22K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$839 - $985
|
12
$1.27K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.81KNew |
$46.9K - $249K
|
2.81K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
222New |
$3.71K - $19.7K
|
222
$23.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
209New |
$3.49K - $18.6K
|
209
$22.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45New |
$752 - $3.99K
|
45
$4.76K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
42New |
$701 - $3.73K
|
42
$4.44K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
41New |
$685 - $3.64K
|
41
$4.34K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
20New |
$334 - $1.78K
|
20
$2.11K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.33KNew |
$364K - $441K
|
4.33K
$457K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.05K+ 50.63% |
$257K - $311K
|
9.08K
$960K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
90New |
$7.57K - $9.17K
|
90
$9.52K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
84+ 0.81% |
$7.07K - $8.56K
|
10.5K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
62New |
$5.22K - $6.32K
|
62
$6.56K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
58New |
$4.88K - $5.91K
|
58
$6.13K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
47+ 0.62% |
$3.96K - $4.79K
|
7.6K
$803K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
39New |
$3.28K - $3.97K
|
39
$4.12K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 200.0% |
$1.85K - $2.24K
|
33
$3.49K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$842 - $1.02K
|
10
$1.06K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
4.96KNew |
$428K - $560K
|
4.96K
$525K
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$248K - $324K
|
2.87K
$304K
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.03K+ 250.49% |
$88.5K - $116K
|
1.44K
$152K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
38New |
$3.28K - $4.29K
|
38
$4.02K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$2.43K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$2.43K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.1M - $1.33M
|
13.3K
$1.41M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.49KNew |
$205K - $248K
|
2.49K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
46New |
$3.79K - $4.58K
|
46
$4.86K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15New |
$1.24K - $1.49K
|
15
$1.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
14New |
$1.15K - $1.4K
|
14
$1.48K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50New |
$2.92K - $3.91K
|
50
$5.29K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
330KNew |
$17.8M - $22M
|
330K
$34.9M
|
|
| Q2 2020 | |||||||
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
27New |
$1.45K - $1.98K
|
27
$2.85K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
97.4K+ 1821.5% |
$5.14M - $8.68M
|
103K
$10.9M
|
|
| Q4 2019 | |||||||
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.6KNew |
$193K - $223K
|
2.6K
$275K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.79KNew |
$123K - $134K
|
1.79K
$189K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
$237 - $278
|
3
$317
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
43.1KNew |
$3.48M - $3.86M
|
43.1K
$4.56M
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
260New |
$20.6K - $21.8K
|
260
$27.5K
|
|
|
Oct 11, 2017
Q3 2017
|
Bailard, Inc.
|
BUY
|
- |
114+ 0.06% |
$9.03K - $9.55K
|
200K
$21.2M
|
|