Latest Institutional Transactions on Oracle Corp (ORCL)
This table provides information on the latest institutional transactions involving Oracle Corp (ORCL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.87K+ 10.98% |
$542K - $722K
|
39.2K
$5.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.07% |
$419 - $559
|
4.62K
$689K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-215- 0.73% |
$30.1K - $40.1K
|
29.3K
$4.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-55- 1.43% |
$7.69K - $10.3K
|
3.79K
$566K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.54K+ 1.12% |
$215K - $287K
|
139K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-34.8K- 6.88% |
$4.86M - $6.49M
|
471K
$70.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-333- 14.45% |
$46.6K - $62.1K
|
1.97K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
441+ 31.08% |
$61.7K - $82.2K
|
1.86K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14+ 0.34% |
$1.96K - $2.61K
|
4.11K
$613K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.45K+ 5.56% |
$762K - $1.02M
|
103K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
234K+ 10.64% |
$32.8M - $43.7M
|
2.44M
$364M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.25K+ 14.64% |
$175K - $233K
|
9.8K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 5.2% |
$10.5K - $14K
|
1.37K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.04K- 3.13% |
$285K - $381K
|
63.2K
$9.44M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.12KNew |
$297K - $396K
|
2.12K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
27.1K+ 8.79% |
$3.78M - $5.05M
|
335K
$50M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.96K- 14.41% |
$413K - $551K
|
17.6K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-351- 3.16% |
$49.1K - $65.5K
|
10.8K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.76KNew |
$246K - $328K
|
1.76K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
88+ 1.48% |
$12.3K - $16.4K
|
6.05K
$903K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
195+ 11.81% |
$27.3K - $36.4K
|
1.85K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
193+ 3.22% |
$27K - $36K
|
6.18K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
10.4K+ 1.49% |
$1.46M - $1.94M
|
711K
$106M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.06K- 6.18% |
$847K - $1.13M
|
91.9K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
542+ 8.62% |
$75.8K - $101K
|
6.83K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
125+ 3.82% |
$17.5K - $23.3K
|
3.39K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-360- 5.43% |
$50.3K - $67.1K
|
6.28K
$937K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
380+ 17.12% |
$53.1K - $70.9K
|
2.6K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.31K- 7.75% |
$463K - $617K
|
39.4K
$5.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
541+ 16.63% |
$75.6K - $101K
|
3.79K
$566K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
829+ 2.71% |
$116K - $155K
|
31.4K
$4.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
213+ 8.5% |
$29.8K - $39.7K
|
2.72K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
73.1K+ 1.66% |
$10.2M - $13.6M
|
4.48M
$669M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
7.85K+ 1.29% |
$1.1M - $1.46M
|
615K
$91.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
323+ 3.0% |
$45.2K - $60.2K
|
11.1K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-481- 2.13% |
$67.2K - $89.7K
|
22.1K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
458+ 1.19% |
$64K - $85.4K
|
39K
$5.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
296+ 11.72% |
$41.4K - $55.2K
|
2.82K
$421K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-45- 1.92% |
$6.29K - $8.39K
|
2.29K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
471+ 34.06% |
$65.9K - $87.8K
|
1.85K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-100- 3.35% |
$14K - $18.6K
|
2.89K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
972+ 4.99% |
$136K - $181K
|
20.5K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-604- 5.03% |
$84.4K - $113K
|
11.4K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.03KNew |
$703K - $938K
|
5.03K
$751K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.24K+ 26.09% |
$313K - $417K
|
10.8K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-49.7K- 3.51% |
$6.95M - $9.26M
|
1.36M
$204M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
12K+ 3.61% |
$1.68M - $2.24M
|
345K
$51.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-130- 1.94% |
$18.2K - $24.2K
|
6.58K
$982K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-810- 4.04% |
$113K - $151K
|
19.3K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.5K+ 0.93% |
$210K - $280K
|
164K
$24.4M
|