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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.14K+ 376.93% |
$126K - $660K
|
7.77K
$175K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
936+ 400.0% |
$19.1K - $101K
|
1.17K
$26.3K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.1K+ 447.63% |
$269K - $1.41M
|
16.1K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23.5K+ 397.63% |
$481K - $2.53M
|
29.4K
$663K
|
|
|
May 05, 2025
Q1 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
58K+ 400.0% |
$1.19M - $6.23M
|
72.5K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
847K+ 400.0% |
$17.3M - $91M
|
1.06M
$23.8M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.17K+ 351.81% |
$23.9K - $125K
|
1.5K
$33.8K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
426+ 448.42% |
$8.71K - $45.8K
|
521
$11.7K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
212+ 400.0% |
$4.33K - $22.8K
|
265
$5.97K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20.2K+ 665.58% |
$413K - $2.17M
|
23.2K
$523K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
62.7K+ 458.85% |
$1.28M - $6.73M
|
76.3K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$818 - $4.3K
|
40
$901
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
10.7K+ 400.0% |
$220K - $1.15M
|
13.4K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.16K+ 390.43% |
$167K - $877K
|
10.3K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 400.58% |
$297K - $1.56M
|
18.2K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60New |
$1.23K - $6.45K
|
60
$1.35K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.07K+ 347.17% |
$62.7K - $330K
|
3.95K
$89K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
21.9K+ 437.1% |
$447K - $2.35M
|
26.9K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
472+ 332.39% |
$9.65K - $50.7K
|
614
$13.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 400.0% |
$491 - $2.58K
|
30
$676
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
35K+ 400.0% |
$715K - $3.76M
|
43.8K
$985K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
114K+ 611.81% |
$2.33M - $12.3M
|
133K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
53.6K+ 392.48% |
$1.1M - $5.76M
|
67.3K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.44K+ 400.0% |
$49.9K - $262K
|
3.05K
$68.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.64KNew |
$33.6K - $176K
|
1.64K
$37K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
252+ 196.88% |
$5.15K - $27.1K
|
380
$8.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 446.3% |
$2.48M - $13M
|
148K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
9.46K+ 260.92% |
$193K - $1.02M
|
13.1K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
57.9K+ 496.81% |
$1.18M - $6.22M
|
69.6K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
102K+ 309.5% |
$2.08M - $10.9M
|
134K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
130New |
$2.66K - $14K
|
130
$2.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17.9K+ 426.67% |
$365K - $1.92M
|
22.1K
$497K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
232+ 400.0% |
$4.74K - $24.9K
|
290
$6.53K
|
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
46K+ 395.77% |
$941K - $4.94M
|
57.7K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11.2K+ 457.35% |
$228K - $1.2M
|
13.6K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
207+ 390.57% |
$4.23K - $22.2K
|
260
$5.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
380+ 400.0% |
$7.77K - $40.8K
|
475
$10.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
223K+ 400.01% |
$4.56M - $24M
|
279K
$6.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 400.0% |
$1.88K - $9.88K
|
115
$2.59K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
199K+ 482.5% |
$4.07M - $21.4M
|
240K
$5.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-35- 50.0% |
$715 - $3.76K
|
35
$788
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8.94K+ 467.12% |
$183K - $960K
|
10.8K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124+ 400.0% |
$2.53K - $13.3K
|
155
$3.49K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16K+ 352.05% |
$326K - $1.72M
|
20.5K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
183+ 677.78% |
$3.74K - $19.7K
|
210
$4.73K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
175New |
$3.58K - $18.8K
|
175
$3.94K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.22K+ 3582.26% |
$45.4K - $239K
|
2.28K
$51.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80New |
$1.64K - $8.59K
|
80
$1.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 129.73% |
$981 - $5.16K
|
85
$1.91K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
866+ 395.43% |
$17.7K - $93K
|
1.09K
$24.4K
|