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 |
---|---|---|---|---|---|---|---|
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
$58.6K
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-600Closed |
$44.6K - $51.4K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.66KClosed |
$198K - $228K
|
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
$40.2K
|
|
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
|
|
Jul 15, 2019
Q2 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-95Closed |
$6.56K - $7.11K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-93Closed |
$6.45K - $7.28K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-377KClosed |
$26.2M - $29.5M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-31Closed |
$2.15K - $2.43K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-19Closed |
$1.32K - $1.49K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
M&T Bank Corp
|
SELL
|
- |
-6.19KClosed |
$430K - $485K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-54.6KClosed |
$3.79M - $4.27M
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17Closed |
$1.18K - $1.33K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-19Closed |
$1.32K - $1.49K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-44Closed |
$3.05K - $3.44K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.5KClosed |
$2.6M - $2.93M
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-54Closed |
$3.75K - $4.22K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-199KClosed |
$13.8M - $15.6M
|
0
$0
|
|
Apr 29, 2019
Q1 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.4KClosed |
$792K - $893K
|
0
$0
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-182Closed |
$12.6K - $14.2K
|
0
$0
|
|
Apr 18, 2019
Q1 2019
|
Nkcfo LLC
|
SELL
|
- |
-250Closed |
$17.4K - $19.6K
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1KClosed |
$69.4K - $78.2K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130Closed |
$9.02K - $10.2K
|
0
$0
|
|
Apr 11, 2019
Q1 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-138Closed |
$9.58K - $10.8K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-19Closed |
$1.27K - $1.57K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-3.8KClosed |
$255K - $314K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.3KClosed |
$154K - $191K
|
0
$0
|