Bogart Wealth, LLC Orix Corp Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Orix Corp stock. As of the latest transaction made, Bogart Wealth, LLC holds 60 shares of IX stock, worth $1,278. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,278

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$20.44 - $107.42 $1,226 - $6,445	60 New	60 $1,000
Q3 2023 Oct 30, 2023	BUY	$87.39 - $101.39 $349 - $405	4 New	4 $0

Others Institutions Holding IX

# of Institutions

207

Shares Held

20M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.95M
Shares

$106 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.25M
Shares

$48 Million
0.0% of portfolio
Todd Asset Management LLC

1.73M
Shares

$36.8 Million
0.89% of portfolio
Northern Trust Corp Chicago, IL

1.07M
Shares

$22.8 Million
0.0% of portfolio
Teachers Retirement System Of The State Of Kentucky Frankfort, KY

1.06M
Shares

$22.6 Million
0.2% of portfolio

View Full List

About ORIX CORP

Ticker IX
Exchange OTC
Sector Financial Services
Industry Credit Services
Shares Outstandng 236,382,000
Market Cap $5.04B
Description
ORIX Corporation provides diversified financial services in Japan, the Americas, Asia, Europe, Australasia, the Middle East, and internationally. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; leasing and rental of automobiles, electronic measuring instruments, and ICT-related equip...

More about IX

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