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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
315New |
$22K - $25.9K
|
315
$6.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-66- 2.0% |
$4.61K - $5.42K
|
3.24K
$67.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
931+ 99.15% |
$65.1K - $76.5K
|
1.87K
$38.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
158+ 3.37% |
$11K - $13K
|
4.85K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.9K- 75.25% |
$1.04M - $1.22M
|
4.9K
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$839 - $985
|
12
$249
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
236+ 6.83% |
$16.5K - $19.4K
|
3.69K
$76.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21New |
$1.47K - $1.72K
|
21
$436
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.05K+ 13.82% |
$73.1K - $85.8K
|
8.61K
$179K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
35+ 0.69% |
$2.45K - $2.87K
|
5.09K
$106K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-44- 34.11% |
$3.08K - $3.61K
|
85
$1.76K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-120- 2.39% |
$2K - $10.7K
|
4.9K
$102K
|
|
|
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
$4.61K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
209New |
$3.49K - $18.6K
|
209
$4.34K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-138- 66.99% |
$2.3K - $12.2K
|
68
$1.41K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45New |
$752 - $3.99K
|
45
$934
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
42New |
$701 - $3.73K
|
42
$872
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
20New |
$334 - $1.78K
|
20
$415
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.81KNew |
$46.9K - $249K
|
2.81K
$58.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
41New |
$685 - $3.64K
|
41
$851
|
|
| 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
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-40Closed |
$3.37K - $4.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.84KClosed |
$323K - $391K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-597- 14.85% |
$50.2K - $60.8K
|
3.42K
$71K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.33KNew |
$364K - $441K
|
4.33K
$89.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-173- 6.49% |
$14.6K - $17.6K
|
2.49K
$51.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
84+ 0.81% |
$7.07K - $8.56K
|
10.5K
$217K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-266- 8.88% |
$22.4K - $27.1K
|
2.73K
$56.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.31KClosed |
$194K - $235K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3Closed |
$252 - $306
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14.4KClosed |
$1.21M - $1.46M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.79K- 95.12% |
$151K - $183K
|
92
$1.91K
|
|
|
Aug 04, 2022
Q2 2022
|
Channing Global Advisors, LLC
|
SELL
|
- |
-1.87K- 77.74% |
$157K - $190K
|
534
$11.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$1.43K - $1.73K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Candriam S.C.A.
|
SELL
|
- |
-13Closed |
$1.09K - $1.32K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.05K+ 50.63% |
$257K - $311K
|
9.08K
$188K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 13.51% |
$2.52K - $3.06K
|
192
$3.98K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-115- 34.85% |
$9.68K - $11.7K
|
215
$4.46K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
90New |
$7.57K - $9.17K
|
90
$1.87K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
62New |
$5.22K - $6.32K
|
62
$1.29K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-43Closed |
$3.62K - $4.38K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$842 - $1.02K
|
10
$208
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
47+ 0.62% |
$3.96K - $4.79K
|
7.6K
$158K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
58New |
$4.88K - $5.91K
|
58
$1.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
39New |
$3.28K - $3.97K
|
39
$809
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 200.0% |
$1.85K - $2.24K
|
33
$685
|
|
| Q1 2022 | |||||||
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 81.97% |
$4.31K - $5.64K
|
11
$228
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$477
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17- 13.28% |
$1.47K - $1.92K
|
111
$2.3K
|
|