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
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
175New |
$3.58K - $18.8K
|
175
$3.97K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
161+ 575.0% |
$3.29K - $17.3K
|
189
$4.29K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
145New |
$2.96K - $15.6K
|
145
$3.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
136+ 400.0% |
$2.78K - $14.6K
|
170
$3.86K
|
|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
63+ 900.0% |
$1.29K - $6.77K
|
70
$1.59K
|
|
|
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 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
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 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 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9New |
$184 - $967
|
9
$204
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 34.62% |
$184 - $967
|
35
$794
|
|
|
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
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-35- 50.0% |
$715 - $3.76K
|
35
$794
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42- 3.34% |
$858 - $4.51K
|
1.22K
$27.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-57- 79.17% |
$1.17K - $6.12K
|
15
$340
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65Closed |
$1.33K - $6.98K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-100- 80.0% |
$2.04K - $10.7K
|
25
$567
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-176- 98.32% |
$3.6K - $18.9K
|
3
$68.1
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.69K- 84.19% |
$95.8K - $503K
|
880
$20K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-114K- 95.21% |
$2.32M - $12.2M
|
5.71K
$130K
|