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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.19K- 5.91% |
$528K - $714K
|
66.7K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-94K- 1.9% |
$11.8M - $16M
|
4.84M
$931M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.28KNew |
$161K - $218K
|
1.28K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.23KNew |
$155K - $210K
|
1.23K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.02% |
$126 - $170
|
4K
$770K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.59K+ 2.28% |
$326K - $441K
|
116K
$22.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-305- 3.16% |
$38.4K - $52K
|
9.34K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
596+ 29.46% |
$75K - $102K
|
2.62K
$504K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.3K- 6.99% |
$163K - $221K
|
17.2K
$3.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-200- 10.71% |
$25.2K - $34.1K
|
1.67K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$164K - $221K
|
1.3K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-127- 9.37% |
$16K - $21.6K
|
1.23K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
225+ 11.07% |
$28.3K - $38.3K
|
2.26K
$434K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
300+ 14.01% |
$37.8K - $51.1K
|
2.44K
$470K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
124+ 4.53% |
$15.6K - $21.1K
|
2.86K
$550K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
519+ 4.76% |
$65.3K - $88.4K
|
11.4K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.03K- 3.85% |
$508K - $687K
|
101K
$19.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.35KNew |
$170K - $230K
|
1.35K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.22% |
$755 - $1.02K
|
2.72K
$523K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.85KNew |
$233K - $316K
|
1.85K
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
150+ 0.8% |
$18.9K - $25.6K
|
18.8K
$3.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-58- 0.72% |
$7.3K - $9.88K
|
7.98K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-7.2K- 10.7% |
$906K - $1.23M
|
60K
$11.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.1K+ 17.73% |
$4.79M - $6.49M
|
253K
$48.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.24K- 4.77% |
$156K - $211K
|
24.8K
$4.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.67K+ 6.47% |
$210K - $284K
|
27.4K
$5.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
631+ 31.93% |
$79.4K - $107K
|
2.61K
$501K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-35- 1.25% |
$4.41K - $5.96K
|
2.77K
$532K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-985- 8.85% |
$124K - $168K
|
10.1K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
48+ 1.8% |
$6.04K - $8.18K
|
2.71K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-50- 2.56% |
$6.3K - $8.52K
|
1.9K
$366K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-301- 1.74% |
$37.9K - $51.3K
|
17K
$3.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-62- 0.33% |
$7.81K - $10.6K
|
18.8K
$3.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
767+ 4.4% |
$96.6K - $131K
|
18.2K
$3.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-48- 0.21% |
$6.04K - $8.18K
|
22.6K
$4.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
29+ 0.25% |
$3.65K - $4.94K
|
11.5K
$2.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
747+ 7.46% |
$94K - $127K
|
10.8K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.94K+ 12.65% |
$496K - $671K
|
35.1K
$6.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.36KNew |
$171K - $232K
|
1.36K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-400- 4.58% |
$50.4K - $68.1K
|
8.33K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-299- 4.9% |
$37.6K - $50.9K
|
5.81K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
19+ 1.18% |
$2.39K - $3.24K
|
1.63K
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.23K- 2.48% |
$155K - $210K
|
48.4K
$9.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29K+ 0.76% |
$162K - $219K
|
171K
$32.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 3.25% |
$128K - $173K
|
32.4K
$6.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.01K- 19.9% |
$756K - $1.02M
|
24.2K
$4.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
21New |
$2.64K - $3.58K
|
21
$4.04K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
365+ 1.23% |
$46K - $62.2K
|
30K
$5.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 0.06% |
$126 - $170
|
1.79K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-49- 2.35% |
$6.17K - $8.35K
|
2.04K
$392K
|