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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.88K+ 8.92% |
$41.8K - $50.8K
|
22.9K
$601K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-10.5K- 37.14% |
$233K - $283K
|
17.7K
$464K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-500- 93.46% |
$11.1K - $13.5K
|
35
$918
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.63K+ 7.52% |
$170K - $207K
|
109K
$2.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.56K+ 10.61% |
$34.7K - $42.2K
|
16.3K
$426K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.76K+ 19.38% |
$195K - $237K
|
54K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124+ 62.63% |
$2.76K - $3.36K
|
322
$8.45K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-205- 17.52% |
$4.57K - $5.55K
|
965
$25.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.72K+ 25.5% |
$38.3K - $46.5K
|
8.46K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.3K- 2.33% |
$29K - $35.2K
|
54.6K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79+ 14.26% |
$1.76K - $2.14K
|
633
$16.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-14.9K- 22.42% |
$331K - $402K
|
51.4K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24- 80.0% |
$535 - $649
|
6
$157
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.3K+ 7.79% |
$29.1K - $35.3K
|
18K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.23K+ 89.86% |
$49.7K - $60.4K
|
4.72K
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 8.7% |
$279K - $339K
|
132K
$3.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
338+ 2.8% |
$7.53K - $9.15K
|
12.4K
$326K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
8.19KNew |
$182K - $222K
|
8.19K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.03K+ 21.04% |
$89.8K - $109K
|
23.2K
$608K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
190+ 2.44% |
$4.23K - $5.14K
|
7.96K
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
8.08KNew |
$180K - $219K
|
8.08K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
26.4K+ 14.56% |
$588K - $715K
|
208K
$5.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-34.5K- 12.81% |
$770K - $935K
|
235K
$6.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
900+ 0.97% |
$20.1K - $24.4K
|
93.3K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
29New |
$646 - $785
|
29
$761
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
23.5KNew |
$525K - $637K
|
23.5K
$618K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
189New |
$4.21K - $5.11K
|
189
$4.96K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
30KNew |
$668K - $811K
|
30K
$787K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-38.4K- 42.7% |
$856K - $1.04M
|
51.6K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.75K+ 0.56% |
$38.9K - $47.2K
|
315K
$8.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
677+ 0.88% |
$15.1K - $18.3K
|
77.8K
$2.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.11K+ 37.55% |
$91.5K - $111K
|
15K
$394K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-134K- 53.64% |
$2.99M - $3.63M
|
116K
$3.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24.8KNew |
$552K - $670K
|
24.8K
$650K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24New |
$535 - $649
|
24
$630
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.52K- 9.06% |
$33.8K - $41K
|
15.2K
$399K
|
|
|
Oct 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-3.43K- 1.41% |
$76.3K - $92.7K
|
240K
$6.28M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-5Closed |
$111 - $135
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
35New |
$780 - $947
|
35
$918
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$251K - $305K
|
11.3K
$295K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.14K+ 22.15% |
$47.7K - $57.9K
|
11.8K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.6K- 8.59% |
$258K - $314K
|
123K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.49K+ 21.6% |
$100K - $122K
|
25.3K
$664K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
402+ 1.09% |
$8.96K - $10.9K
|
37.4K
$982K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.99K- 96.6% |
$44.2K - $53.7K
|
70
$1.84K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
355New |
$7.91K - $9.61K
|
355
$9.31K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
663+ 6.24% |
$14.8K - $17.9K
|
11.3K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
531+ 58.16% |
$11.8K - $14.4K
|
1.44K
$37.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.32K- 11.24% |
$29.4K - $35.7K
|
10.4K
$274K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
31+ 0.28% |
$691 - $839
|
11K
$289K
|
|