Purchases and Sales Made in Q1 2025 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q1 2025. The information is specifically focused on institutions that hold shares of ORIX CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
35K+ 400.0% |
$715K - $3.76M
|
43.8K
$993K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 335.13% |
$669K - $3.52M
|
42.5K
$965K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
32.5K+ 305.67% |
$665K - $3.5M
|
43.2K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
31.8K+ 414.17% |
$649K - $3.41M
|
39.4K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.3K+ 275.79% |
$640K - $3.36M
|
42.7K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.3K+ 336.11% |
$600K - $3.15M
|
38.1K
$864K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
28.9K+ 378.98% |
$592K - $3.11M
|
36.6K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.4K+ 397.19% |
$561K - $2.95M
|
34.3K
$779K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
25.7K+ 400.0% |
$525K - $2.76M
|
32.1K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
25.2K+ 406.41% |
$516K - $2.71M
|
31.4K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.1KNew |
$493K - $2.59M
|
24.1K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23.5K+ 397.63% |
$481K - $2.53M
|
29.4K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
21.9K+ 437.1% |
$447K - $2.35M
|
26.9K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20.6K+ 248.56% |
$421K - $2.21M
|
28.9K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
20.4KNew |
$417K - $2.19M
|
20.4K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20.2K+ 665.58% |
$413K - $2.17M
|
23.2K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
19.8K+ 400.0% |
$406K - $2.13M
|
24.8K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
19.3K+ 435.75% |
$394K - $2.07M
|
23.7K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.1K+ 388.3% |
$391K - $2.05M
|
24K
$545K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 426.29% |
$381K - $2M
|
23K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18K+ 389.05% |
$368K - $1.93M
|
22.6K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17.9K+ 426.67% |
$365K - $1.92M
|
22.1K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.6K+ 601.09% |
$339K - $1.78M
|
19.4K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.4K+ 366.64% |
$336K - $1.77M
|
20.9K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16K+ 441.77% |
$326K - $1.72M
|
19.6K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16K+ 352.05% |
$326K - $1.72M
|
20.5K
$465K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15.6K+ 9139.18% |
$319K - $1.68M
|
15.8K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2K+ 394.85% |
$310K - $1.63M
|
19K
$432K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 400.58% |
$297K - $1.56M
|
18.2K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.9K+ 371.8% |
$284K - $1.49M
|
17.6K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8K+ 467.83% |
$281K - $1.48M
|
16.7K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
13.4KNew |
$274K - $1.44M
|
13.4K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3K+ 512.87% |
$271K - $1.43M
|
15.9K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.1K+ 447.63% |
$269K - $1.41M
|
16.1K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.8K+ 538.66% |
$262K - $1.38M
|
15.2K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.7K+ 402.99% |
$259K - $1.36M
|
15.8K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.6KNew |
$258K - $1.35M
|
12.6K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 469.64% |
$254K - $1.34M
|
15.1K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.4K+ 460.18% |
$253K - $1.33M
|
15.1K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
11.5K+ 360.04% |
$235K - $1.24M
|
14.7K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.3KNew |
$231K - $1.22M
|
11.3K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11.2K+ 457.35% |
$228K - $1.2M
|
13.6K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.8K+ 325.06% |
$220K - $1.16M
|
14.1K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
10.7K+ 400.0% |
$220K - $1.15M
|
13.4K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
10.4KNew |
$212K - $1.11M
|
10.4K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
10.2K+ 400.78% |
$209K - $1.1M
|
12.8K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.62K+ 432.33% |
$197K - $1.03M
|
11.8K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
9.46K+ 260.92% |
$193K - $1.02M
|
13.1K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
9.09K+ 373.77% |
$186K - $976K
|
11.5K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.07K+ 197.52% |
$185K - $975K
|
13.7K
$310K
|