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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-208K- 88.83% |
$4.64M - $5.63M
|
26.2K
$686K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
460+ 3538.46% |
$10.2K - $12.4K
|
473
$12.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
260New |
$5.79K - $7.04K
|
260
$6.82K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.9K+ 16.09% |
$42.2K - $51.3K
|
13.7K
$359K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
269+ 21.26% |
$5.99K - $7.28K
|
1.53K
$40.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
275+ 0.14% |
$6.13K - $7.44K
|
197K
$5.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
840+ 8.01% |
$18.7K - $22.7K
|
11.3K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
83+ 44.86% |
$1.85K - $2.25K
|
268
$7.03K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
51.6K+ 121.92% |
$1.15M - $1.4M
|
93.9K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-666- 5.84% |
$14.8K - $18K
|
10.7K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 2.86% |
$1.27K - $1.54K
|
2.05K
$53.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
645+ 1.41% |
$14.4K - $17.5K
|
46.3K
$1.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
57New |
$1.27K - $1.54K
|
57
$1.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
30New |
$668 - $812
|
30
$787
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.59K- 17.66% |
$102K - $124K
|
21.4K
$561K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
31New |
$691 - $839
|
31
$813
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.13K- 10.83% |
$75.3K - $92.9K
|
34K
$891K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
500New |
$9.13K - $11.3K
|
500
$13.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-84- 4.4% |
$1.53K - $1.89K
|
1.82K
$47.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$36.5 - $45
|
2
$52.5
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.87K+ 16.04% |
$70.6K - $87.2K
|
28K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.97K+ 16.99% |
$164K - $202K
|
61.8K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
9.83KNew |
$179K - $221K
|
9.83K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.01K+ 151.54% |
$36.8K - $45.4K
|
3.34K
$87.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
35New |
$639 - $788
|
35
$918
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.13KNew |
$167K - $206K
|
9.13K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-125- 14.29% |
$2.28K - $2.82K
|
750
$19.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
806New |
$14.7K - $18.2K
|
806
$21.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-7.93K- 80.76% |
$145K - $179K
|
1.89K
$49.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95- 26.76% |
$1.73K - $2.14K
|
260
$6.82K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
70New |
$1.28K - $1.58K
|
70
$1.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-80- 0.15% |
$1.46K - $1.8K
|
53.9K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 82.69% |
$42.7K - $52.7K
|
490
$12.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.13KNew |
$20.5K - $25.3K
|
1.13K
$29.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
210New |
$3.83K - $4.73K
|
210
$5.51K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9.32K- 8.76% |
$170K - $210K
|
97K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.45K+ 41.03% |
$172K - $213K
|
32.5K
$852K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17.9K+ 32.51% |
$327K - $404K
|
73.1K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 25.93% |
$894 - $1.1K
|
140
$3.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 1.0% |
$18.3 - $22.5
|
101
$2.65K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.54K+ 26.73% |
$28.2K - $34.7K
|
7.32K
$192K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
685New |
$12.5K - $15.4K
|
685
$18K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
13.4KNew |
$244K - $301K
|
13.4K
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
88+ 23.16% |
$1.61K - $1.98K
|
468
$12.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8KNew |
$435K - $537K
|
23.8K
$625K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165New |
$3.01K - $3.72K
|
165
$4.33K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 150.0% |
$219 - $270
|
20
$525
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.29K+ 628.49% |
$41.9K - $51.7K
|
2.66K
$69.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15KNew |
$274K - $338K
|
15K
$393K
|
|