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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 35.71% |
$1.37K - $1.69K
|
135
$3.54K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.7KNew |
$397K - $489K
|
21.7K
$570K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
10.2KNew |
$186K - $230K
|
10.2K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 1.18% |
$36.5 - $45
|
168
$4.41K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
336+ 1344.0% |
$6.13K - $7.57K
|
361
$9.47K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-20.4K- 26.74% |
$372K - $459K
|
55.9K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-714- 3.07% |
$13K - $16.1K
|
22.5K
$591K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15New |
$274 - $338
|
15
$393
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 100.0% |
$1.1K - $1.35K
|
120
$3.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
905New |
$16.5K - $20.4K
|
905
$23.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
925+ 8.19% |
$16.9K - $20.8K
|
12.2K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 1.25% |
$18.3 - $22.5
|
81
$2.12K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 7.74% |
$25.7K - $31.7K
|
16.8K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-439- 47.61% |
$8.01K - $9.89K
|
483
$12.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
105New |
$1.92K - $2.36K
|
105
$2.75K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-95- 11.38% |
$1.73K - $2.14K
|
740
$19.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
275+ 21.65% |
$5.02K - $6.19K
|
1.55K
$40.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76New |
$1.39K - $1.71K
|
76
$1.99K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
25.7K+ 400.0% |
$525K - $2.76M
|
32.1K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$818 - $4.3K
|
40
$1.05K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.3K+ 275.79% |
$640K - $3.36M
|
42.7K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.6K+ 601.09% |
$339K - $1.78M
|
19.4K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
19.8K+ 400.0% |
$406K - $2.13M
|
24.8K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
13.4KNew |
$274K - $1.44M
|
13.4K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-57- 79.17% |
$1.17K - $6.12K
|
15
$393
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 34.62% |
$184 - $967
|
35
$918
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.1KNew |
$104K - $548K
|
5.1K
$134K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
51K+ 1020.0% |
$1.04M - $5.48M
|
56K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.9K+ 371.8% |
$284K - $1.49M
|
17.6K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.62K+ 432.33% |
$197K - $1.03M
|
11.8K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9New |
$184 - $967
|
9
$236
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.76KNew |
$36K - $189K
|
1.76K
$46.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.62K+ 388.15% |
$53.6K - $281K
|
3.3K
$86.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
245New |
$5.01K - $26.3K
|
245
$6.43K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
212+ 400.0% |
$4.33K - $22.8K
|
265
$6.95K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.17K+ 351.81% |
$23.9K - $125K
|
1.5K
$39.3K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$818 - $4.3K
|
40
$1.05K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.16K+ 390.43% |
$167K - $877K
|
10.3K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.44K+ 400.0% |
$49.9K - $262K
|
3.05K
$80K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
57.9K+ 496.81% |
$1.18M - $6.22M
|
69.6K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
9.46K+ 260.92% |
$193K - $1.02M
|
13.1K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.64KNew |
$33.6K - $176K
|
1.64K
$43.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
232+ 400.0% |
$4.74K - $24.9K
|
290
$7.61K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
380+ 400.0% |
$7.77K - $40.8K
|
475
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-35- 50.0% |
$715 - $3.76K
|
35
$918
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 400.0% |
$1.88K - $9.88K
|
115
$3.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124+ 400.0% |
$2.53K - $13.3K
|
155
$4.07K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
175New |
$3.58K - $18.8K
|
175
$4.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 129.73% |
$981 - $5.16K
|
85
$2.23K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 233.33% |
$286 - $1.5K
|
20
$525
|
|