Latest Institutional Purchases of Orix Corp (IX)
This list provides information on the latest institutional transactions involving Orix Corp (IX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.12K - $1.23K
|
13
$282
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$605 - $660
|
7
$152
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 41.18% |
$605 - $660
|
24
$520
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 62.5% |
$432 - $471
|
13
$282
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$346 - $377
|
4
$86.6
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
924+ 8.36% |
$80.7K - $93.7K
|
12K
$259K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
17New |
$1.49K - $1.72K
|
17
$368
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$350 - $406
|
4
$86.6
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.03K+ 30.1% |
$84.3K - $94.8K
|
4.46K
$96.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100New |
$8.18K - $9.2K
|
100
$2.17K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
18New |
$1.47K - $1.66K
|
18
$390
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7New |
$573 - $644
|
7
$152
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 14.29% |
$81.8 - $92
|
8
$173
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11KNew |
$872K - $1.01M
|
11K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
571+ 5.28% |
$45.3K - $52.2K
|
11.4K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
90+ 3.6% |
$7.14K - $8.23K
|
2.59K
$56K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
61+ 277.27% |
$4.84K - $5.58K
|
83
$1.8K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$1.59K - $1.83K
|
20
$433
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10New |
$793 - $915
|
10
$217
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5+ 5.1% |
$397 - $457
|
103
$2.23K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.1KNew |
$845K - $992K
|
12.1K
$262K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.05K+ 13.82% |
$73.1K - $85.8K
|
8.61K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
931+ 99.15% |
$65.1K - $76.5K
|
1.87K
$40.5K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
315New |
$22K - $25.9K
|
315
$6.82K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
236+ 6.83% |
$16.5K - $19.4K
|
3.69K
$80K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
158+ 3.37% |
$11K - $13K
|
4.85K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
113New |
$7.9K - $9.28K
|
113
$2.45K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
35+ 0.69% |
$2.45K - $2.87K
|
5.09K
$110K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21New |
$1.47K - $1.72K
|
21
$455
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12New |
$839 - $985
|
12
$260
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.81KNew |
$46.9K - $249K
|
2.81K
$60.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
222New |
$3.71K - $19.7K
|
222
$4.81K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
209New |
$3.49K - $18.6K
|
209
$4.53K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45New |
$752 - $3.99K
|
45
$975
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
42New |
$701 - $3.73K
|
42
$910
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
41New |
$685 - $3.64K
|
41
$888
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
20New |
$334 - $1.78K
|
20
$433
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.33KNew |
$364K - $441K
|
4.33K
$93.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.05K+ 50.63% |
$257K - $311K
|
9.08K
$197K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
90New |
$7.57K - $9.17K
|
90
$1.95K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
84+ 0.81% |
$7.07K - $8.56K
|
10.5K
$227K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
62New |
$5.22K - $6.32K
|
62
$1.34K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
58New |
$4.88K - $5.91K
|
58
$1.26K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
47+ 0.62% |
$3.96K - $4.79K
|
7.6K
$165K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
39New |
$3.28K - $3.97K
|
39
$845
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 200.0% |
$1.85K - $2.24K
|
33
$715
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$842 - $1.02K
|
10
$217
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
4.96KNew |
$428K - $560K
|
4.96K
$107K
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$248K - $324K
|
2.87K
$62.2K
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.03K+ 250.49% |
$88.5K - $116K
|
1.44K
$31.1K
|
|