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 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-40Closed |
$3.37K - $4.08K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-597- 14.85% |
$50.2K - $60.8K
|
3.42K
$77.9K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.33KNew |
$364K - $441K
|
4.33K
$98.5K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-173- 6.49% |
$14.6K - $17.6K
|
2.49K
$56.8K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-266- 8.88% |
$22.4K - $27.1K
|
2.73K
$62.1K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
84+ 0.81% |
$7.07K - $8.56K
|
10.5K
$239K
|
|
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
|
Channing Global Advisors, LLC
|
SELL
|
- |
-1.87K- 77.74% |
$157K - $190K
|
534
$12.2K
|
|
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
$2.09K
|
|
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
$207K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 13.51% |
$2.52K - $3.06K
|
192
$4.37K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-115- 34.85% |
$9.68K - $11.7K
|
215
$4.89K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
90New |
$7.57K - $9.17K
|
90
$2.05K
|
|
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
$228
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
47+ 0.62% |
$3.96K - $4.79K
|
7.6K
$173K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
62New |
$5.22K - $6.32K
|
62
$1.41K
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
58New |
$4.88K - $5.91K
|
58
$1.32K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
39New |
$3.28K - $3.97K
|
39
$888
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 200.0% |
$1.85K - $2.24K
|
33
$751
|
|
Q1 2022 | |||||||
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 81.97% |
$4.31K - $5.64K
|
11
$250
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17- 13.28% |
$1.47K - $1.92K
|
111
$2.53K
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-400Closed |
$34.5K - $45.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.5KClosed |
$3.58M - $4.68M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-524KClosed |
$45.2M - $59.2M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-477Closed |
$41.1K - $53.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8KClosed |
$927K - $1.21M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$523
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.39KClosed |
$206K - $269K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$879K - $1.15M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-28Closed |
$2.41K - $3.16K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-94Closed |
$8.1K - $10.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.09KClosed |
$266K - $349K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.03K+ 250.49% |
$88.5K - $116K
|
1.44K
$32.7K
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$248K - $324K
|
2.87K
$65.3K
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.98KClosed |
$171K - $223K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-42.2KClosed |
$3.64M - $4.76M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-47- 26.26% |
$4.05K - $5.31K
|
132
$3K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2Closed |
$188 - $208
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-40Closed |
$3.77K - $4.16K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.37KClosed |
$223K - $246K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$94.2 - $104
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-140Closed |
$13.2K - $14.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 5.97% |
$377 - $416
|
63
$1.43K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-402Closed |
$37.9K - $41.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.1KClosed |
$292K - $323K
|
0
$0
|