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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
130New |
$2.66K - $14K
|
130
$2.95K
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124+ 400.0% |
$2.53K - $13.3K
|
155
$3.52K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
$2.04K - $10.7K
|
100
$2.27K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
100New |
$2.04K - $10.7K
|
100
$2.27K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 400.0% |
$1.88K - $9.88K
|
115
$2.61K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80New |
$1.64K - $8.59K
|
80
$1.82K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60New |
$1.23K - $6.45K
|
60
$1.36K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52+ 400.0% |
$1.06K - $5.59K
|
65
$1.47K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
50New |
$1.02K - $5.37K
|
50
$1.13K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
48+ 129.73% |
$981 - $5.16K
|
85
$1.93K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 2.21% |
$920 - $4.83K
|
2.08K
$47.2K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$818 - $4.3K
|
40
$908
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40+ 400.0% |
$818 - $4.3K
|
50
$1.13K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$818 - $4.3K
|
40
$908
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
39+ 150.0% |
$797 - $4.19K
|
65
$1.47K
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
36+ 400.0% |
$736 - $3.87K
|
45
$1.02K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25New |
$511 - $2.69K
|
25
$567
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 400.0% |
$491 - $2.58K
|
30
$681
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 233.33% |
$286 - $1.5K
|
20
$454
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
12New |
$245 - $1.29K
|
12
$272
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 34.62% |
$184 - $967
|
35
$794
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9New |
$184 - $967
|
9
$204
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8New |
$164 - $859
|
8
$182
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$143 - $752
|
7
$159
|
|
Q4 2024 | |||||||
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
8.14KNew |
$850K - $953K
|
8.14K
$185K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.67KNew |
$592K - $664K
|
5.67K
$129K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.57KNew |
$268K - $301K
|
2.57K
$58.2K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.46K+ 59.36% |
$257K - $288K
|
6.61K
$150K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.13KNew |
$223K - $250K
|
2.13K
$48.4K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.02KNew |
$211K - $237K
|
2.02K
$45.9K
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1310.0% |
$137K - $153K
|
1.41K
$32K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
811+ 30.62% |
$84.7K - $95K
|
3.46K
$78.5K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
100New |
$10.4K - $11.7K
|
100
$2.27K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 111.39% |
$9.19K - $10.3K
|
167
$3.79K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45+ 1.6% |
$4.7K - $5.27K
|
2.87K
$65K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42+ 3.46% |
$4.38K - $4.92K
|
1.26K
$28.5K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37+ 1.9% |
$3.86K - $4.33K
|
1.98K
$44.9K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$3.55K - $3.98K
|
34
$771
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16New |
$1.67K - $1.87K
|
16
$363
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
13New |
$1.36K - $1.52K
|
13
$295
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6New |
$626 - $703
|
6
$136
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$313 - $351
|
3
$68.1
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$209 - $234
|
2
$45.4
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.7KNew |
$3.77M - $4.59M
|
36.7K
$832K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.4KNew |
$2.3M - $2.8M
|
22.4K
$508K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.45KNew |
$971K - $1.18M
|
9.45K
$214K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.69K+ 21.57% |
$276K - $337K
|
15.2K
$344K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 19.15% |
$216K - $263K
|
13.1K
$296K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
46New |
$4.72K - $5.75K
|
46
$1.04K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8New |
$822 - $1K
|
8
$182
|