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 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
17New |
$1.49K - $1.72K
|
17
$1.8K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7New |
$573 - $644
|
7
$741
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.3KNew |
$1.33M - $1.5M
|
16.3K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.48KNew |
$448K - $504K
|
5.48K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.03K+ 30.1% |
$84.3K - $94.8K
|
4.46K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 14.29% |
$81.8 - $92
|
8
$846
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100New |
$8.18K - $9.2K
|
100
$10.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
18New |
$1.47K - $1.66K
|
18
$1.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-252- 11.32% |
$20.6K - $23.2K
|
1.98K
$209K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$1.59K - $1.83K
|
20
$2.12K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
61+ 277.27% |
$4.84K - $5.58K
|
83
$8.78K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5+ 5.1% |
$397 - $457
|
103
$10.9K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-53- 26.37% |
$4.2K - $4.85K
|
148
$15.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$793 - $915
|
10
$1.06K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
90+ 3.6% |
$7.14K - $8.23K
|
2.59K
$274K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11KNew |
$872K - $1.01M
|
11K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
571+ 5.28% |
$45.3K - $52.2K
|
11.4K
$1.2M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-169- 27.44% |
$11.8K - $13.9K
|
447
$47.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-66- 2.0% |
$4.61K - $5.42K
|
3.24K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-126- 2.1% |
$8.81K - $10.3K
|
5.87K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
113New |
$7.9K - $9.28K
|
113
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.1KNew |
$845K - $992K
|
12.1K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
315New |
$22K - $25.9K
|
315
$33.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
158+ 3.37% |
$11K - $13K
|
4.85K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
931+ 99.15% |
$65.1K - $76.5K
|
1.87K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.9K- 75.25% |
$1.04M - $1.22M
|
4.9K
$518K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$839 - $985
|
12
$1.27K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
236+ 6.83% |
$16.5K - $19.4K
|
3.69K
$391K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21New |
$1.47K - $1.72K
|
21
$2.22K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.05K+ 13.82% |
$73.1K - $85.8K
|
8.61K
$911K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-293- 4.46% |
$20.5K - $24.1K
|
6.28K
$664K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
35+ 0.69% |
$2.45K - $2.87K
|
5.09K
$538K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-44- 34.11% |
$3.08K - $3.61K
|
85
$8.99K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-120- 2.39% |
$2K - $10.7K
|
4.9K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.7K- 27.58% |
$78.5K - $417K
|
12.3K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2.02KClosed |
$33.7K - $179K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
222New |
$3.71K - $19.7K
|
222
$23.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
209New |
$3.49K - $18.6K
|
209
$22.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-138- 66.99% |
$2.3K - $12.2K
|
68
$7.19K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45New |
$752 - $3.99K
|
45
$4.76K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
42New |
$701 - $3.73K
|
42
$4.44K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
20New |
$334 - $1.78K
|
20
$2.12K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.81KNew |
$46.9K - $249K
|
2.81K
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
41New |
$685 - $3.64K
|
41
$4.34K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-32Closed |
$2.69K - $3.26K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.84KClosed |
$323K - $391K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-40Closed |
$3.37K - $4.08K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-173- 6.49% |
$14.6K - $17.6K
|
2.49K
$264K
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-597- 14.85% |
$50.2K - $60.8K
|
3.42K
$362K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.33KNew |
$364K - $441K
|
4.33K
$458K
|
|