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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.13KNew |
$167K - $206K
|
9.13K
$232K
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.62K- 4.33% |
$139K - $171K
|
168K
$4.28M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-630- 0.06% |
$11.5K - $14.2K
|
1.07M
$27.2M
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-454K- 71.81% |
$8.28M - $10.2M
|
178K
$4.53M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.97K- 4.17% |
$54.2K - $66.9K
|
68.4K
$1.74M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.47K+ 611.86% |
$99.8K - $123K
|
6.36K
$162K
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
70New |
$1.28K - $1.58K
|
70
$1.78K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.52K+ 63.13% |
$174K - $214K
|
24.6K
$626K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.07K+ 739.31% |
$19.6K - $24.1K
|
1.22K
$31K
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1- -0.0% |
$18.3 - $22.5
|
43.2K
$1.1M
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.75K+ 12.04% |
$86.7K - $107K
|
44.2K
$1.12M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95- 26.76% |
$1.73K - $2.14K
|
260
$6.62K
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-7.93K- 80.76% |
$145K - $179K
|
1.89K
$48.1K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
895+ 4972.22% |
$16.3K - $20.2K
|
913
$23.2K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-97- 0.61% |
$1.77K - $2.18K
|
15.7K
$400K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.7K- 5.26% |
$233K - $287K
|
230K
$5.84M
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.61K+ 12.8% |
$47.7K - $58.8K
|
23K
$585K
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
76.1K+ 16.29% |
$1.39M - $1.71M
|
544K
$13.8M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$21.8K - $26.9K
|
1.2K
$30.4K
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17.9K+ 32.51% |
$327K - $404K
|
73.1K
$1.86M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.45K+ 41.03% |
$172K - $213K
|
32.5K
$826K
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9.32K- 8.76% |
$170K - $210K
|
97K
$2.47M
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
210New |
$3.83K - $4.73K
|
210
$5.34K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.94K- 5.84% |
$127K - $156K
|
112K
$2.85M
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.73K+ 16.65% |
$49.9K - $61.6K
|
19.2K
$488K
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.13KNew |
$20.5K - $25.3K
|
1.13K
$28.6K
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 82.69% |
$42.7K - $52.7K
|
490
$12.5K
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.73K+ 5.31% |
$141K - $174K
|
153K
$3.9M
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-80- 0.15% |
$1.46K - $1.8K
|
53.9K
$1.37M
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.28K+ 7.93% |
$23.3K - $28.7K
|
17.4K
$442K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 6.33% |
$49.1K - $60.6K
|
45.2K
$1.15M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
924+ 6.76% |
$16.9K - $20.8K
|
14.6K
$371K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12K+ 461.98% |
$20.4K - $25.2K
|
1.36K
$34.6K
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
677+ 1.01% |
$12.4K - $15.2K
|
68K
$1.73M
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.24KNew |
$169K - $208K
|
9.24K
$235K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 25.93% |
$894 - $1.1K
|
140
$3.56K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.23K+ 12.3% |
$77.1K - $95.1K
|
38.6K
$982K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
365New |
$6.66K - $8.22K
|
365
$9.29K
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-209- 0.16% |
$3.81K - $4.71K
|
134K
$3.41M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.8K+ 11.66% |
$51.2K - $63.1K
|
26.8K
$683K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 1.0% |
$18.3 - $22.5
|
101
$2.57K
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.54K+ 26.73% |
$28.2K - $34.7K
|
7.32K
$186K
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
88+ 23.16% |
$1.61K - $1.98K
|
468
$11.9K
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
685New |
$12.5K - $15.4K
|
685
$17.4K
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
19K+ 26.68% |
$346K - $427K
|
90K
$2.29M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
13.4KNew |
$244K - $301K
|
13.4K
$341K
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
33.9K+ 598.61% |
$619K - $764K
|
39.6K
$1.01M
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.27K+ 480.0% |
$23.2K - $28.6K
|
1.54K
$39.1K
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8KNew |
$435K - $537K
|
23.8K
$607K
|