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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.5K+ 5.84% |
$156K - $175K
|
27.1K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.6K- 10.02% |
$1.84M - $2.06M
|
158K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
43+ 1.97% |
$4.49K - $5.03K
|
2.22K
$46.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 1.46% |
$1.36K - $1.52K
|
880
$18.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80- 12.97% |
$8.35K - $9.37K
|
537
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
5KNew |
$522K - $585K
|
5K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.64K- 6.85% |
$380K - $426K
|
49.5K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.71% |
$1.88K - $2.11K
|
2.55K
$53K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
4.56K+ 50.09% |
$476K - $534K
|
13.7K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10KNew |
$1.05M - $1.18M
|
10K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.6K+ 111.13% |
$167K - $187K
|
3.04K
$63K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.06K+ 1.27% |
$111K - $125K
|
85.1K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
367+ 1.64% |
$38.3K - $43K
|
22.7K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
867+ 48.68% |
$90.5K - $102K
|
2.65K
$54.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-818- 3.79% |
$85.4K - $95.8K
|
20.7K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-95- 73.08% |
$9.92K - $11.1K
|
35
$726
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
169+ 1690.0% |
$17.6K - $19.8K
|
179
$3.71K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
310+ 2.2% |
$32.4K - $36.3K
|
14.4K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
198+ 2.65% |
$20.7K - $23.2K
|
7.67K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-443- 10.88% |
$46.2K - $51.9K
|
3.63K
$75.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-316- 14.18% |
$33K - $37K
|
1.91K
$39.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.55K+ 203.74% |
$580K - $650K
|
8.28K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
31New |
$3.24K - $3.63K
|
31
$643
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$626 - $703
|
6
$125
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$626 - $703
|
1.85K
$38.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.02KNew |
$211K - $237K
|
2.02K
$42K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.09K- 31.8% |
$218K - $245K
|
4.48K
$93K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$3.55K - $3.98K
|
34
$706
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
162+ 9.18% |
$16.9K - $19K
|
1.93K
$40K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
101+ 0.35% |
$10.5K - $11.8K
|
28.8K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
294+ 0.74% |
$30.7K - $34.4K
|
39.8K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145+ 13.04% |
$15.1K - $17K
|
1.26K
$26.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
211+ 3.15% |
$22K - $24.7K
|
6.91K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
197+ 9.71% |
$20.6K - $23.1K
|
2.23K
$46.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 15.15% |
$522 - $585
|
28
$581
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-409- 67.38% |
$42.7K - $47.9K
|
198
$4.11K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 40.62% |
$295K - $330K
|
9.77K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
273+ 6.4% |
$28.5K - $32K
|
4.54K
$94.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.43% |
$209 - $234
|
467
$9.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-56- 2.25% |
$5.85K - $6.56K
|
2.43K
$50.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.8K- 68.45% |
$1.34M - $1.5M
|
5.91K
$123K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.94KNew |
$307K - $344K
|
2.94K
$61K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.65K+ 6.3% |
$172K - $193K
|
27.9K
$578K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.29KNew |
$865K - $970K
|
8.29K
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
36New |
$3.76K - $4.22K
|
36
$747
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.18K+ 2.2% |
$123K - $138K
|
54.6K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.22K+ 2.23% |
$127K - $143K
|
55.8K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.74K+ 28.87% |
$182K - $204K
|
7.78K
$161K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
941+ 282.58% |
$98.2K - $110K
|
1.27K
$26.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52+ 325.0% |
$5.43K - $6.09K
|
68
$1.41K
|