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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.69K- 84.19% |
$95.8K - $503K
|
880
$19.8K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 2.21% |
$920 - $4.83K
|
2.08K
$46.8K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
42.8K+ 606.08% |
$874K - $4.6M
|
49.8K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.8K+ 538.66% |
$262K - $1.38M
|
15.2K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52+ 400.0% |
$1.06K - $5.59K
|
65
$1.46K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
19.3K+ 435.75% |
$394K - $2.07M
|
23.7K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
39+ 150.0% |
$797 - $4.19K
|
65
$1.46K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.93M+ 384.36% |
$80.4M - $422M
|
4.95M
$112M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.83M+ 430.74% |
$37.4M - $197M
|
2.25M
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
256+ 400.0% |
$5.23K - $27.5K
|
320
$7.21K
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
13.4KNew |
$274K - $1.44M
|
13.4K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.3K+ 275.79% |
$640K - $3.36M
|
42.7K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$818 - $4.3K
|
40
$901
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
91.2K+ 331.17% |
$1.86M - $9.8M
|
119K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.1KNew |
$493K - $2.59M
|
24.1K
$543K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
25.7K+ 400.0% |
$525K - $2.76M
|
32.1K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.3K+ 336.11% |
$600K - $3.15M
|
38.1K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.6K+ 601.09% |
$339K - $1.78M
|
19.4K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18K+ 389.05% |
$368K - $1.93M
|
22.6K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
19.8K+ 400.0% |
$406K - $2.13M
|
24.8K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
161+ 575.0% |
$3.29K - $17.3K
|
189
$4.26K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.6KNew |
$258K - $1.35M
|
12.6K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
10.2K+ 400.78% |
$209K - $1.1M
|
12.8K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
197K+ 3021.15% |
$4.04M - $21.2M
|
204K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.1K+ 388.3% |
$391K - $2.05M
|
24K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
36.2K+ 433.31% |
$740K - $3.89M
|
44.5K
$1M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
105K+ 1139.57% |
$2.14M - $11.2M
|
114K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
131K+ 371.36% |
$2.67M - $14M
|
166K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
31.8K+ 414.17% |
$649K - $3.41M
|
39.4K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
52.8KNew |
$1.08M - $5.67M
|
52.8K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.3K+ 334.92% |
$927K - $4.87M
|
58.9K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3K+ 512.87% |
$271K - $1.43M
|
15.9K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-176- 98.32% |
$3.6K - $18.9K
|
3
$67.6
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.1K+ 478.81% |
$125K - $655K
|
7.37K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-57- 79.17% |
$1.17K - $6.12K
|
15
$338
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.4K+ 366.64% |
$336K - $1.77M
|
20.9K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16K+ 441.77% |
$326K - $1.72M
|
19.6K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7.9K+ 409.81% |
$161K - $848K
|
9.82K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.05K+ 460.11% |
$82.8K - $435K
|
4.93K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.36K+ 375.87% |
$171K - $898K
|
10.6K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
700+ 400.0% |
$14.3K - $75.2K
|
875
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.57K+ 472.67% |
$32.2K - $169K
|
1.91K
$42.9K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$2.04K - $10.7K
|
100
$2.25K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
62.8K+ 757.9% |
$1.28M - $6.74M
|
71K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
145New |
$2.96K - $15.6K
|
145
$3.27K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.3KNew |
$231K - $1.22M
|
11.3K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65Closed |
$1.33K - $6.98K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
173K+ 506.63% |
$3.55M - $18.6M
|
208K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2K+ 394.85% |
$310K - $1.63M
|
19K
$429K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
53.9K+ 310.26% |
$1.1M - $5.79M
|
71.3K
$1.61M
|