Purchases and Sales Made in Q2 2025 in Orix Corp (IX)
This table provides information about the institutional ownership of Orix Corp (IX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.91K+ 17.74% |
$71.4K - $88.1K
|
26K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.88K+ 3.97% |
$70.8K - $87.4K
|
101K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.87K+ 16.04% |
$70.6K - $87.2K
|
28K
$713K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.09K+ 1.25% |
$56.4K - $69.6K
|
250K
$6.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.8K+ 11.66% |
$51.2K - $63.1K
|
26.8K
$683K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.76K+ 18.33% |
$50.4K - $62.2K
|
17.8K
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.73K+ 16.65% |
$49.9K - $61.6K
|
19.2K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 6.33% |
$49.1K - $60.6K
|
45.2K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.61K+ 12.8% |
$47.7K - $58.8K
|
23K
$585K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.29K+ 628.49% |
$41.9K - $51.7K
|
2.66K
$67.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.28K+ 1105.83% |
$41.6K - $51.3K
|
2.48K
$63.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.18K+ 1.64% |
$39.8K - $49.1K
|
135K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.01K+ 151.54% |
$36.8K - $45.4K
|
3.34K
$85.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.75K+ 12.43% |
$32K - $39.5K
|
15.8K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.65K+ 12.92% |
$30.1K - $37.2K
|
14.4K
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.54K+ 26.73% |
$28.2K - $34.7K
|
7.32K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.28K+ 7.93% |
$23.3K - $28.7K
|
17.4K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.27K+ 480.0% |
$23.2K - $28.6K
|
1.54K
$39.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$21.8K - $26.9K
|
1.2K
$30.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.13KNew |
$20.5K - $25.3K
|
1.13K
$28.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12K+ 461.98% |
$20.4K - $25.2K
|
1.36K
$34.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.07K+ 739.31% |
$19.6K - $24.1K
|
1.22K
$31K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
962+ 8.89% |
$17.6K - $21.7K
|
11.8K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
943+ 31433.33% |
$17.2K - $21.2K
|
946
$24.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
934+ 5.91% |
$17K - $21K
|
16.7K
$426K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
925+ 8.19% |
$16.9K - $20.8K
|
12.2K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
924+ 6.76% |
$16.9K - $20.8K
|
14.6K
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
905New |
$16.5K - $20.4K
|
905
$23K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
895+ 4972.22% |
$16.3K - $20.2K
|
913
$23.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
806New |
$14.7K - $18.2K
|
806
$20.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
764+ 0.83% |
$13.9K - $17.2K
|
92.4K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
705+ 0.36% |
$12.9K - $15.9K
|
197K
$5.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
685New |
$12.5K - $15.4K
|
685
$17.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
677+ 1.01% |
$12.4K - $15.2K
|
68K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
676+ 6.1% |
$12.3K - $15.2K
|
11.8K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
535New |
$9.76K - $12K
|
535
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
457+ 2.74% |
$8.34K - $10.3K
|
17.2K
$437K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
432+ 27.64% |
$7.88K - $9.73K
|
2K
$50.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
365New |
$6.66K - $8.22K
|
365
$9.29K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
353+ 0.97% |
$6.44K - $7.95K
|
36.9K
$940K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
336+ 1344.0% |
$6.13K - $7.57K
|
361
$9.19K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
275+ 21.65% |
$5.02K - $6.19K
|
1.55K
$39.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
268+ 268.0% |
$4.89K - $6.04K
|
368
$9.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
210New |
$3.83K - $4.73K
|
210
$5.34K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 16.59% |
$3.29K - $4.05K
|
1.27K
$32.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165New |
$3.01K - $3.72K
|
165
$4.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
105New |
$1.92K - $2.36K
|
105
$2.67K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
100+ 0.74% |
$1.83K - $2.25K
|
13.5K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94+ 0.1% |
$1.72K - $2.12K
|
96.5K
$2.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
88+ 23.16% |
$1.61K - $1.98K
|
468
$11.9K
|