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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.88K- 3.04% |
$231K - $411K
|
60K
$15.2M
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.87K- 1.06% |
$352K - $627K
|
267K
$67.8M
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62+ 2.38% |
$7.61K - $13.6K
|
2.66K
$676K
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.21KNew |
$148K - $264K
|
1.21K
$306K
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.11% |
$1.11K - $1.97K
|
8.16K
$2.07M
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
15+ 0.25% |
$1.84K - $3.28K
|
6.09K
$1.55M
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.91K+ 11.1% |
$480K - $854K
|
39.1K
$9.93M
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-390- 6.48% |
$47.9K - $85.3K
|
5.63K
$1.43M
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
177+ 1770.0% |
$21.7K - $38.7K
|
187
$47.5K
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-275- 12.03% |
$33.8K - $60.1K
|
2.01K
$511K
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
109+ 5.58% |
$13.4K - $23.8K
|
2.06K
$523K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
223New |
$27.4K - $48.8K
|
223
$56.6K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.03K+ 36.93% |
$373K - $663K
|
11.2K
$2.85M
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-567- 23.02% |
$69.6K - $124K
|
1.9K
$481K
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.22K+ 13.94% |
$1.01M - $1.8M
|
67.2K
$17.1M
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-19.7K- 18.47% |
$2.42M - $4.3M
|
86.8K
$22M
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-163- 4.0% |
$20K - $35.6K
|
3.92K
$994K
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.23KNew |
$151K - $268K
|
1.23K
$311K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-759- 56.6% |
$93.2K - $166K
|
582
$148K
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-970- 1.89% |
$119K - $212K
|
50.5K
$12.8M
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.42KNew |
$175K - $311K
|
1.42K
$361K
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.22K+ 4.42% |
$272K - $484K
|
52.3K
$13.3M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.31K- 4.42% |
$161K - $287K
|
28.3K
$7.19M
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.31K+ 26.8% |
$161K - $286K
|
6.19K
$1.57M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
483+ 5.57% |
$59.3K - $106K
|
9.15K
$2.32M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.86K- 1.84% |
$229K - $408K
|
99.4K
$25.2M
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.7K- 2.69% |
$209K - $372K
|
61.5K
$15.6M
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
112+ 3.53% |
$13.8K - $24.5K
|
3.28K
$833K
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-228K- 22.89% |
$28M - $49.9M
|
769K
$195M
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-111- 4.1% |
$13.6K - $24.3K
|
2.6K
$660K
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-307- 5.53% |
$37.7K - $67.1K
|
5.25K
$1.33M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.04K- 21.89% |
$251K - $446K
|
7.29K
$1.85M
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
376+ 8.8% |
$46.2K - $82.2K
|
4.65K
$1.18M
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
389+ 20.33% |
$47.8K - $85K
|
2.3K
$584K
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2+ 0.03% |
$246 - $437
|
5.73K
$1.45M
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
25+ 0.38% |
$3.07K - $5.47K
|
6.61K
$1.68M
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.27K- 30.77% |
$278K - $496K
|
5.1K
$1.29M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
750New |
$92.1K - $164K
|
750
$190K
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.49K- 8.22% |
$183K - $326K
|
16.7K
$4.23M
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
407+ 7.42% |
$50K - $89K
|
5.89K
$1.5M
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-78- 0.24% |
$9.58K - $17.1K
|
32.2K
$8.18M
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2+ 0.03% |
$246 - $437
|
6.33K
$1.61M
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-854- 0.42% |
$105K - $187K
|
201K
$51.1M
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
51+ 1.34% |
$6.26K - $11.2K
|
3.85K
$976K
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
4.86K+ 2.13% |
$597K - $1.06M
|
233K
$59.2M
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
737+ 1.86% |
$90.5K - $161K
|
40.4K
$10.3M
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.52K+ 10.4% |
$187K - $333K
|
16.1K
$4.1M
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-849- 2.55% |
$104K - $186K
|
32.4K
$8.23M
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.8K+ 0.89% |
$958K - $1.71M
|
886K
$225M
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
46.9K+ 135.51% |
$5.75M - $10.2M
|
81.4K
$20.7M
|