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 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
8.94K+ 467.12% |
$183K - $960K
|
10.8K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.78K+ 430.96% |
$180K - $943K
|
10.8K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.36K+ 375.87% |
$171K - $898K
|
10.6K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.16K+ 390.43% |
$167K - $877K
|
10.3K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7.9K+ 409.81% |
$161K - $848K
|
9.82K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.87K+ 244.96% |
$161K - $845K
|
11.1K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.57K+ 202.95% |
$155K - $813K
|
11.3K
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7.39K+ 400.0% |
$151K - $794K
|
9.24K
$210K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.38K+ 63.48% |
$130K - $685K
|
16.4K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
6.14K+ 376.93% |
$126K - $660K
|
7.77K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.1K+ 478.81% |
$125K - $655K
|
7.37K
$167K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.5K+ 8083.82% |
$112K - $590K
|
5.57K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.1KNew |
$104K - $548K
|
5.1K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.62K+ 398.96% |
$94.4K - $496K
|
5.77K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.05K+ 460.11% |
$82.8K - $435K
|
4.93K
$112K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.07K+ 347.17% |
$62.7K - $330K
|
3.95K
$89.7K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.62K+ 388.15% |
$53.6K - $281K
|
3.3K
$74.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.44K+ 400.0% |
$49.9K - $262K
|
3.05K
$69.2K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 427.0% |
$46.9K - $246K
|
2.83K
$64.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.22K+ 3582.26% |
$45.4K - $239K
|
2.28K
$51.8K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.99K+ 4229.79% |
$40.6K - $214K
|
2.04K
$46.2K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.76KNew |
$36K - $189K
|
1.76K
$39.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.64KNew |
$33.6K - $176K
|
1.64K
$37.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.57K+ 472.67% |
$32.2K - $169K
|
1.91K
$43.3K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.33K+ 132800.0% |
$27.1K - $143K
|
1.33K
$30.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.19K+ 787.42% |
$24.3K - $128K
|
1.34K
$30.4K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.17K+ 351.81% |
$23.9K - $125K
|
1.5K
$34K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 234.69% |
$22.4K - $118K
|
1.56K
$35.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.01K+ 388.46% |
$20.6K - $108K
|
1.27K
$28.8K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
936+ 400.0% |
$19.1K - $101K
|
1.17K
$26.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
866+ 395.43% |
$17.7K - $93K
|
1.09K
$24.6K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
700+ 400.0% |
$14.3K - $75.2K
|
875
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
696+ 351.52% |
$14.2K - $74.8K
|
894
$20.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
658+ 371.75% |
$13.4K - $70.7K
|
835
$18.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
653+ 242.75% |
$13.3K - $70.1K
|
922
$20.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
472+ 332.39% |
$9.65K - $50.7K
|
614
$13.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
426+ 448.42% |
$8.71K - $45.8K
|
521
$11.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
380+ 400.0% |
$7.77K - $40.8K
|
475
$10.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
340+ 400.0% |
$6.95K - $36.5K
|
425
$9.64K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
329+ 913.89% |
$6.72K - $35.3K
|
365
$8.28K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
281+ 379.73% |
$5.74K - $30.2K
|
355
$8.05K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
256+ 400.0% |
$5.23K - $27.5K
|
320
$7.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
252+ 196.88% |
$5.15K - $27.1K
|
380
$8.62K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
245New |
$5.01K - $26.3K
|
245
$5.56K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
232+ 400.0% |
$4.74K - $24.9K
|
290
$6.58K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
212+ 400.0% |
$4.33K - $22.8K
|
265
$6.01K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
212+ 400.0% |
$4.33K - $22.8K
|
265
$6.01K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
207+ 390.57% |
$4.23K - $22.2K
|
260
$5.9K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
206New |
$4.21K - $22.1K
|
206
$4.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
183+ 677.78% |
$3.74K - $19.7K
|
210
$4.76K
|