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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.37K+ 61.41% |
$116K - $143K
|
16.7K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-105- 2.13% |
$1.92K - $2.36K
|
4.82K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.29K+ 628.49% |
$41.9K - $51.7K
|
2.66K
$67.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 150.0% |
$219 - $270
|
20
$509
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165New |
$3.01K - $3.72K
|
165
$4.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.28K+ 1105.83% |
$41.6K - $51.3K
|
2.48K
$63.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.76K+ 18.33% |
$50.4K - $62.2K
|
17.8K
$454K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.29K- 4.37% |
$23.5K - $28.9K
|
28.1K
$716K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15KNew |
$274K - $338K
|
15K
$382K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 35.71% |
$1.37K - $1.69K
|
135
$3.44K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.7KNew |
$397K - $489K
|
21.7K
$553K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.09K- 91.33% |
$38.1K - $47K
|
198
$5.04K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
10.2KNew |
$186K - $230K
|
10.2K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
336+ 1344.0% |
$6.13K - $7.57K
|
361
$9.19K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 1.18% |
$36.5 - $45
|
168
$4.28K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.18K- 2.82% |
$76.2K - $94.1K
|
144K
$3.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.65K+ 12.92% |
$30.1K - $37.2K
|
14.4K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
962+ 8.89% |
$17.6K - $21.7K
|
11.8K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15New |
$274 - $338
|
15
$382
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-714- 3.07% |
$13K - $16.1K
|
22.5K
$573K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-20.4K- 26.74% |
$372K - $459K
|
55.9K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
55+ 42.31% |
$1K - $1.24K
|
185
$4.71K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
905New |
$16.5K - $20.4K
|
905
$23K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13New |
$237 - $293
|
13
$331
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 100.0% |
$1.1K - $1.35K
|
120
$3.05K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.31K- 7.56% |
$115K - $142K
|
77.1K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.8K- 3.12% |
$32.9K - $40.5K
|
55.9K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
14.7KNew |
$268K - $331K
|
14.7K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
25.6K+ 16.46% |
$468K - $577K
|
181K
$4.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
38.4K+ 970.53% |
$700K - $864K
|
42.3K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.12K- 2.54% |
$112K - $138K
|
234K
$5.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
925+ 8.19% |
$16.9K - $20.8K
|
12.2K
$311K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
37.4K+ 129.48% |
$683K - $842K
|
66.3K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 2.88% |
$274 - $338
|
536
$13.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 16.59% |
$3.29K - $4.05K
|
1.27K
$32.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-225- 2.07% |
$4.11K - $5.07K
|
10.6K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
14.2K+ 45.12% |
$259K - $320K
|
45.6K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.98K+ 22.64% |
$182K - $225K
|
54.1K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
10.5KNew |
$191K - $236K
|
10.5K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.66KNew |
$176K - $217K
|
9.66K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
100+ 0.74% |
$1.83K - $2.25K
|
13.5K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.5K- 4.76% |
$246K - $303K
|
270K
$6.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.09K+ 1.25% |
$56.4K - $69.6K
|
250K
$6.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-856- 6.79% |
$15.6K - $19.3K
|
11.7K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
535New |
$9.76K - $12K
|
535
$13.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.52K- 11.19% |
$27.8K - $34.3K
|
12.1K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-109- 0.95% |
$1.99K - $2.45K
|
11.4K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
764+ 0.83% |
$13.9K - $17.2K
|
92.4K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.72K- 15.35% |
$123K - $151K
|
37K
$943K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 1.25% |
$18.3 - $22.5
|
81
$2.06K
|