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 |
---|---|---|---|---|---|---|---|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-16Closed |
$1.51K - $1.66K
|
0
$0
|
|
Q3 2021 | |||||||
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15New |
$1.24K - $1.49K
|
15
$1.59K
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.1M - $1.33M
|
13.3K
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-417Closed |
$34.3K - $41.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100Closed |
$8.24K - $9.97K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
14New |
$1.15K - $1.4K
|
14
$1.48K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.24KClosed |
$432K - $523K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
46New |
$3.79K - $4.58K
|
46
$4.87K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-791Closed |
$65.2K - $78.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.49KNew |
$205K - $248K
|
2.49K
$264K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-36.5KClosed |
$2.92M - $3.33M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-140Closed |
$11.2K - $12.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-51Closed |
$4.08K - $4.65K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12Closed |
$959 - $1.1K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14Closed |
$1.12K - $1.28K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-309Closed |
$24.7K - $28.2K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-19Closed |
$1.44K - $1.74K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-145Closed |
$11K - $13.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-9.91KClosed |
$752K - $905K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-64Closed |
$4.86K - $5.85K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-95Closed |
$7.21K - $8.68K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7Closed |
$531 - $640
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-129Closed |
$9.79K - $11.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-16Closed |
$1.21K - $1.46K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-74.2KClosed |
$5.63M - $6.78M
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-118Closed |
$6.89K - $9.24K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.31KClosed |
$252K - $338K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-189Closed |
$11K - $14.8K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.7KClosed |
$1.04M - $1.39M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20Closed |
$1.17K - $1.57K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
-112Closed |
$6.54K - $8.77K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50New |
$2.92K - $3.91K
|
50
$5.29K
|
|
Q3 2020 | |||||||
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-14Closed |
$756 - $935
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-5.14KClosed |
$277K - $343K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-495Closed |
$26.7K - $33.1K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5KClosed |
$270K - $334K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31KClosed |
$70.9K - $87.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-102Closed |
$5.51K - $6.82K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
330KNew |
$17.8M - $22M
|
330K
$34.9M
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-318Closed |
$17.2K - $21.2K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11Closed |
$593 - $808
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-4.15KClosed |
$224K - $305K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-97Closed |
$5.23K - $7.13K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
James Investment Research Inc
|
SELL
|
- |
-40Closed |
$2.16K - $2.94K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
27New |
$1.45K - $1.98K
|
27
$2.86K
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-46Closed |
$2.48K - $3.38K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.39KClosed |
$179K - $302K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-39Closed |
$2.06K - $3.48K
|
0
$0
|