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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.06% |
$104 - $117
|
95
$1.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-53- 5.66% |
$5.53K - $6.21K
|
884
$18.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-246- 82.27% |
$25.7K - $28.8K
|
53
$1.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.54% |
$1.36K - $1.52K
|
2.44K
$50.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
125New |
$13K - $14.6K
|
125
$2.59K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45+ 1.6% |
$4.7K - $5.27K
|
2.87K
$59.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
2.22K+ 0.65% |
$232K - $260K
|
346K
$7.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.9K- 28.92% |
$616K - $691K
|
14.5K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 1.69% |
$20.9K - $23.4K
|
11.6K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.3K- 16.47% |
$240K - $269K
|
11.7K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16New |
$1.67K - $1.87K
|
16
$332
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 58.14% |
$2.61K - $2.93K
|
18
$374
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 111.39% |
$9.19K - $10.3K
|
167
$3.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.06K- 96.99% |
$737K - $827K
|
219
$4.54K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9- 0.08% |
$939 - $1.05K
|
10.6K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
8.14KNew |
$850K - $953K
|
8.14K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 2.02% |
$522 - $585
|
242
$5.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
128New |
$13.4K - $15K
|
128
$2.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23+ 19.33% |
$2.4K - $2.69K
|
142
$2.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 100.0% |
$313 - $351
|
6
$125
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-69- 1.1% |
$7.2K - $8.08K
|
6.21K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7+ 0.04% |
$731 - $820
|
17.9K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23.6K+ 133.4% |
$2.46M - $2.76M
|
41.3K
$857K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12- 1.75% |
$1.25K - $1.41K
|
675
$14K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7New |
$731 - $820
|
7
$145
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-75- 2.86% |
$7.83K - $8.78K
|
2.55K
$52.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-469- 13.77% |
$49K - $54.9K
|
2.94K
$60.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148+ 3.47% |
$15.4K - $17.3K
|
4.42K
$91.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.79K+ 12.06% |
$187K - $210K
|
16.6K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3+ 0.09% |
$313 - $351
|
3.2K
$66.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
129+ 3.04% |
$13.5K - $15.1K
|
4.38K
$90.8K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
100New |
$10.4K - $11.7K
|
100
$2.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.53K- 24.85% |
$264K - $296K
|
7.64K
$158K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-142- 1.77% |
$14.8K - $16.6K
|
7.89K
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$9.92K - $11.1K
|
95
$1.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.16KNew |
$121K - $135K
|
1.16K
$24K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 3.09% |
$939 - $1.05K
|
282
$5.85K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.08K+ 14.22% |
$426K - $478K
|
32.8K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.78K+ 8.21% |
$290K - $325K
|
36.6K
$759K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-188- 6.77% |
$19.6K - $22K
|
2.59K
$53.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76+ 3.77% |
$7.93K - $8.9K
|
2.09K
$43.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
29+ 19.59% |
$3.03K - $3.4K
|
177
$3.67K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
259+ 6.59% |
$27K - $30.3K
|
4.19K
$86.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.45K- 7.1% |
$360K - $403K
|
45.1K
$935K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$104 - $117
|
1
$20.8
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
65+ 31.86% |
$6.78K - $7.61K
|
269
$5.58K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-505- 2.78% |
$52.7K - $59.1K
|
17.6K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-225- 4.31% |
$23.5K - $26.3K
|
5K
$104K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13New |
$1.36K - $1.52K
|
13
$270
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
811+ 30.62% |
$84.7K - $95K
|
3.46K
$71.8K
|