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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
472+ 332.39% |
$9.65K - $50.7K
|
614
$15.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 400.0% |
$491 - $2.58K
|
30
$764
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.64KNew |
$33.6K - $176K
|
1.64K
$41.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
9.46K+ 260.92% |
$193K - $1.02M
|
13.1K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
57.9K+ 496.81% |
$1.18M - $6.22M
|
69.6K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
232+ 400.0% |
$4.74K - $24.9K
|
290
$7.38K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
207+ 390.57% |
$4.23K - $22.2K
|
260
$6.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
380+ 400.0% |
$7.77K - $40.8K
|
475
$12.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 400.0% |
$1.88K - $9.88K
|
115
$2.93K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-35- 50.0% |
$715 - $3.76K
|
35
$891
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124+ 400.0% |
$2.53K - $13.3K
|
155
$3.94K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
175New |
$3.58K - $18.8K
|
175
$4.45K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 129.73% |
$981 - $5.16K
|
85
$2.16K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 233.33% |
$286 - $1.5K
|
20
$509
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25New |
$511 - $2.69K
|
25
$636
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$143 - $752
|
7
$178
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50New |
$1.02K - $5.37K
|
50
$1.27K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
36+ 400.0% |
$736 - $3.87K
|
45
$1.15K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
11.5K+ 360.04% |
$235K - $1.24M
|
14.7K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
12New |
$245 - $1.29K
|
12
$305
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
340+ 400.0% |
$6.95K - $36.5K
|
425
$10.8K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 76.68% |
$1.56M - $1.75M
|
4.54K
$115K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$313 - $351
|
3
$76.4
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$209 - $234
|
2
$50.9
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.57KNew |
$268K - $301K
|
2.57K
$65.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1310.0% |
$137K - $153K
|
1.41K
$35.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.46K+ 59.36% |
$257K - $288K
|
6.61K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37+ 1.9% |
$3.86K - $4.33K
|
1.98K
$50.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-95- 73.08% |
$9.92K - $11.1K
|
35
$891
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.02KNew |
$211K - $237K
|
2.02K
$51.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$3.55K - $3.98K
|
34
$865
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$626 - $703
|
6
$153
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45+ 1.6% |
$4.7K - $5.27K
|
2.87K
$72.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16New |
$1.67K - $1.87K
|
16
$407
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
8.14KNew |
$850K - $953K
|
8.14K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-142- 1.77% |
$14.8K - $16.6K
|
7.89K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 3.09% |
$939 - $1.05K
|
282
$7.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13New |
$1.36K - $1.52K
|
13
$331
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-4- 50.0% |
$418 - $468
|
4
$102
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.45KNew |
$971K - $1.18M
|
9.45K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.69K+ 21.57% |
$276K - $337K
|
15.2K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 19.15% |
$216K - $263K
|
13.1K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.4KNew |
$2.3M - $2.8M
|
22.4K
$570K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3- 5.77% |
$308 - $375
|
49
$1.25K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.71K- 9.53% |
$176K - $214K
|
16.2K
$413K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.7KNew |
$3.77M - $4.59M
|
36.7K
$933K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$822 - $1K
|
8
$204
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$103 - $125
|
1
$25.5
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-154- 7.84% |
$15.8K - $19.3K
|
1.81K
$46.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
46New |
$4.72K - $5.75K
|
46
$1.17K
|
|