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 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$2.3K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
23New |
$1.98K - $2.6K
|
23
$2.3K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.1M - $1.33M
|
13.3K
$1.33M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.49KNew |
$205K - $248K
|
2.49K
$249K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
46New |
$3.79K - $4.58K
|
46
$4.6K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15New |
$1.24K - $1.49K
|
15
$1.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
14New |
$1.15K - $1.4K
|
14
$1.4K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50New |
$2.92K - $3.91K
|
50
$5K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
330KNew |
$17.8M - $22M
|
330K
$32.9M
|
|
| Q2 2020 | |||||||
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
27New |
$1.45K - $1.98K
|
27
$2.7K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
97.4K+ 1821.5% |
$5.14M - $8.68M
|
103K
$10.3M
|
|
| Q4 2019 | |||||||
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.6KNew |
$193K - $223K
|
2.6K
$260K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.79KNew |
$123K - $134K
|
1.79K
$178K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
$237 - $278
|
3
$300
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
43.1KNew |
$3.48M - $3.86M
|
43.1K
$4.31M
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
260New |
$20.6K - $21.8K
|
260
$26K
|
|
|
Oct 11, 2017
Q3 2017
|
Bailard, Inc.
|
BUY
|
- |
114+ 0.06% |
$9.03K - $9.55K
|
200K
$20M
|
|