Purchases and Sales Made in Q4 2025 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q4 2025. The information is specifically focused on institutions that hold shares of ORIX CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.4KNew |
$324K - $357K
|
13.4K
$351K
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.41K+ 1.22% |
$58.2K - $64.2K
|
199K
$5.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.17K+ 14.26% |
$52.6K - $58K
|
17.4K
$456K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.95K+ 7.44% |
$47.2K - $52K
|
28.1K
$737K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.02K+ 4.02% |
$24.7K - $27.2K
|
26.3K
$690K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
874+ 4.99% |
$21.2K - $23.3K
|
18.4K
$483K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
427+ 6.81% |
$10.3K - $11.4K
|
6.7K
$176K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
389+ 3.62% |
$9.42K - $10.4K
|
11.1K
$292K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
233New |
$5.64K - $6.22K
|
233
$6.11K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
161+ 45.35% |
$3.9K - $4.3K
|
516
$13.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
116New |
$2.81K - $3.1K
|
116
$3.04K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-132- 8.6% |
$3.2K - $3.53K
|
1.4K
$36.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-24.3K- 22.28% |
$589K - $649K
|
84.8K
$2.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-58.7K- 24.96% |
$1.42M - $1.57M
|
176K
$4.63M
|
|