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 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.96K- 2.39% |
$72.2K - $89.1K
|
162K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.13K- 10.83% |
$75.3K - $92.9K
|
34K
$864K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.18K- 2.82% |
$76.2K - $94.1K
|
144K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.05K- 22.52% |
$110K - $136K
|
20.8K
$530K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.12K- 2.54% |
$112K - $138K
|
234K
$5.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.31K- 7.56% |
$115K - $142K
|
77.1K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.72K- 15.35% |
$123K - $151K
|
37K
$943K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.94K- 5.84% |
$127K - $156K
|
112K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.62K- 4.33% |
$139K - $171K
|
168K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-7.93K- 80.76% |
$145K - $179K
|
1.89K
$48.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9.32K- 8.76% |
$170K - $210K
|
97K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.7K- 5.26% |
$233K - $287K
|
230K
$5.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.5K- 4.76% |
$246K - $303K
|
270K
$6.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-20.4K- 26.74% |
$372K - $459K
|
55.9K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.3K- 49.82% |
$388K - $479K
|
21.4K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-35.9K- 12.87% |
$655K - $808K
|
243K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-80.3K- 70.54% |
$1.47M - $1.81M
|
33.5K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-84.3K- 21.22% |
$1.54M - $1.9M
|
313K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-454K- 71.81% |
$8.28M - $10.2M
|
178K
$4.53M
|