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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
77+ 5.75% |
$1.41K - $1.73K
|
1.42K
$36.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76New |
$1.39K - $1.71K
|
76
$1.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
70New |
$1.28K - $1.58K
|
70
$1.78K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 100.0% |
$1.1K - $1.35K
|
120
$3.05K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
55+ 42.31% |
$1K - $1.24K
|
185
$4.71K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
35New |
$639 - $788
|
35
$891
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
15New |
$274 - $338
|
15
$382
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 2.88% |
$274 - $338
|
536
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 4.38% |
$256 - $315
|
334
$8.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13New |
$237 - $293
|
13
$331
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 150.0% |
$219 - $270
|
20
$509
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$36.5 - $45
|
2
$50.9
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 1.25% |
$18.3 - $22.5
|
81
$2.06K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 1.0% |
$18.3 - $22.5
|
101
$2.57K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1- -0.0% |
$18.3 - $22.5
|
43.2K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 1.18% |
$36.5 - $45
|
168
$4.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$365 - $450
|
9.22K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 25.93% |
$894 - $1.1K
|
140
$3.56K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 35.71% |
$1.37K - $1.69K
|
135
$3.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-80- 0.15% |
$1.46K - $1.8K
|
53.9K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-84- 4.4% |
$1.53K - $1.89K
|
1.82K
$46.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-95- 11.38% |
$1.73K - $2.14K
|
740
$18.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95- 26.76% |
$1.73K - $2.14K
|
260
$6.62K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-97- 0.61% |
$1.77K - $2.18K
|
15.7K
$400K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-105- 2.13% |
$1.92K - $2.36K
|
4.82K
$123K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-109- 0.95% |
$1.99K - $2.45K
|
11.4K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-125- 14.29% |
$2.28K - $2.82K
|
750
$19.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-169- 1.49% |
$3.08K - $3.81K
|
11.2K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-209- 0.16% |
$3.81K - $4.71K
|
134K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-225- 2.07% |
$4.11K - $5.07K
|
10.6K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-311- 1.63% |
$5.68K - $7K
|
18.7K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-326- 37.05% |
$5.95K - $7.34K
|
554
$14.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-439- 47.61% |
$8.01K - $9.89K
|
483
$12.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-465- 8.15% |
$8.49K - $10.5K
|
5.24K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-490- 3.09% |
$8.94K - $11K
|
15.4K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-630- 0.06% |
$11.5K - $14.2K
|
1.07M
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-630- 8.54% |
$11.5K - $14.2K
|
6.74K
$172K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-714- 3.07% |
$13K - $16.1K
|
22.5K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-856- 6.79% |
$15.6K - $19.3K
|
11.7K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-888- 1.51% |
$16.2K - $20K
|
58K
$1.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 5.15% |
$19.3K - $23.8K
|
19.4K
$495K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.29K- 4.37% |
$23.5K - $28.9K
|
28.1K
$716K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 7.74% |
$25.7K - $31.7K
|
16.8K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.52K- 11.19% |
$27.8K - $34.3K
|
12.1K
$307K
|
|
|
Jul 28, 2025
Q2 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.8K- 3.12% |
$32.9K - $40.5K
|
55.9K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.09K- 91.33% |
$38.1K - $47K
|
198
$5.04K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.32K- 15.24% |
$42.3K - $52.2K
|
12.9K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.34K- 82.69% |
$42.7K - $52.7K
|
490
$12.5K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.97K- 4.17% |
$54.2K - $66.9K
|
68.4K
$1.74M
|