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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14- 6.7% |
$1.72K - $3.06K
|
195
$49.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28+ 7.47% |
$3.44K - $6.12K
|
403
$102K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-10.5K- 9.58% |
$1.28M - $2.29M
|
98.7K
$25M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
15.4K+ 143.26% |
$1.89M - $3.37M
|
26.2K
$6.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 20.0% |
$12.3K - $21.9K
|
600
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1- 0.2% |
$123 - $219
|
493
$125K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.61% |
$22.1K - $39.4K
|
11K
$2.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.48KNew |
$182K - $324K
|
1.48K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
182K+ 161.64% |
$22.3M - $39.7M
|
294K
$74.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
474+ 2.2% |
$58.2K - $104K
|
22.1K
$5.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-4.27K- 36.76% |
$524K - $933K
|
7.34K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
277K+ 137.71% |
$34M - $60.6M
|
478K
$121M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
925New |
$114K - $202K
|
925
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.36K- 4.52% |
$167K - $297K
|
28.7K
$7.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.1KNew |
$135K - $240K
|
1.1K
$279K
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-15.6K- 11.49% |
$1.92M - $3.41M
|
120K
$30.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
20.4K+ 7.94% |
$2.51M - $4.47M
|
278K
$70.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.61KNew |
$443K - $789K
|
3.61K
$916K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
BUY
|
- |
100+ 1.43% |
$12.3K - $21.9K
|
7.08K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.66K- 10.43% |
$695K - $1.24M
|
48.6K
$12.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
BUY
|
- |
11.6K+ 5.4% |
$1.42M - $2.53M
|
226K
$57.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-667- 1.57% |
$81.9K - $146K
|
41.7K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.51K- 34.32% |
$185K - $329K
|
2.88K
$732K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-18K- 7.49% |
$2.21M - $3.94M
|
223K
$56.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-10.8K- 18.06% |
$1.32M - $2.36M
|
48.9K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-455- 30.89% |
$55.9K - $99.5K
|
1.02K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
2.1K+ 0.48% |
$258K - $459K
|
442K
$112M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
55.5KNew |
$6.82M - $12.1M
|
55.5K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-500- 1.92% |
$61.4K - $109K
|
25.6K
$6.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
622New |
$76.4K - $136K
|
622
$158K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-55.2K- 94.18% |
$6.78M - $12.1M
|
3.41K
$866K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-85- 17.07% |
$10.4K - $18.6K
|
413
$105K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-12K- 35.7% |
$1.48M - $2.63M
|
21.7K
$5.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-831- 3.47% |
$102K - $182K
|
23.2K
$5.88M
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
233+ 5.45% |
$28.6K - $50.9K
|
4.51K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
569+ 1.1% |
$69.9K - $124K
|
52.5K
$13.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 8.36% |
$373K - $664K
|
33.3K
$8.46M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6.8K- 24.56% |
$835K - $1.49M
|
20.9K
$5.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
5.19KNew |
$638K - $1.14M
|
5.19K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-30- 0.69% |
$3.68K - $6.56K
|
4.3K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-86- 1.61% |
$10.6K - $18.8K
|
5.25K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25+ 1.38% |
$3.07K - $5.47K
|
1.84K
$467K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
918New |
$113K - $201K
|
918
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 2.48% |
$2.46K - $4.37K
|
827
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
37+ 1.79% |
$4.54K - $8.09K
|
2.1K
$533K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
657+ 4.32% |
$80.7K - $144K
|
15.9K
$4.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.29KNew |
$158K - $281K
|
1.29K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100- 0.85% |
$12.3K - $21.9K
|
11.7K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
593K+ 19.12% |
$72.9M - $130M
|
3.7M
$939M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-264K- 61.92% |
$32.4M - $57.7M
|
162K
$41.2M
|