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 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
$1.27K
|
|
| 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
|
Principle Wealth Partners LLC
|
SELL
|
- |
-495Closed |
$26.7K - $33.1K
|
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
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5KClosed |
$270K - $334K
|
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
$8.39M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31KClosed |
$70.9K - $87.7K
|
0
$0
|
|
|
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 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
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
97.4K+ 1821.5% |
$5.14M - $8.68M
|
103K
$2.62M
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-30Closed |
$1.58K - $2.67K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-36Closed |
$1.9K - $3.21K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-110Closed |
$5.81K - $9.81K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.01KClosed |
$370K - $625K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.6KNew |
$193K - $223K
|
2.6K
$66.2K
|
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-600Closed |
$44.6K - $51.4K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Copeland Capital Management, LLC
|
SELL
|
- |
-28Closed |
$2.08K - $2.4K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19Closed |
$1.41K - $1.63K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$1.19M - $1.4M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-16Closed |
$1.1K - $1.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.68KClosed |
$184K - $217K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-35Closed |
$2.4K - $2.84K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-3KClosed |
$206K - $243K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-28Closed |
$1.92K - $2.27K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-28KClosed |
$1.92M - $2.27M
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-103Closed |
$7.06K - $8.35K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-45Closed |
$3.09K - $3.65K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.85KClosed |
$264K - $312K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-720Closed |
$49.7K - $53.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-284Closed |
$19.6K - $21.3K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-16.9KClosed |
$1.17M - $1.27M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.91KClosed |
$132K - $143K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.79KNew |
$123K - $134K
|
1.79K
$45.5K
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-68Closed |
$4.7K - $5.09K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-122Closed |
$8.43K - $9.14K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-52Closed |
$3.59K - $3.89K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18Closed |
$1.24K - $1.35K
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.4KClosed |
$235K - $254K
|
0
$0
|
|