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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-111- 4.63% |
$15.5K - $20.7K
|
2.29K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-74- 0.6% |
$10.3K - $13.8K
|
12.3K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
9+ 0.03% |
$1.26K - $1.68K
|
30.6K
$4.56M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
236+ 7.62% |
$33K - $44K
|
3.34K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.4K+ 12.59% |
$1.87M - $2.5M
|
120K
$17.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
344+ 2.61% |
$48.1K - $64.1K
|
13.5K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.2K+ 9.39% |
$5.62M - $7.49M
|
468K
$69.9M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-39.6K- 21.33% |
$5.54M - $7.39M
|
146K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.27K- 9.51% |
$177K - $236K
|
12.1K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.78K+ 2.96% |
$249K - $332K
|
61.9K
$9.24M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-782- 1.1% |
$109K - $146K
|
70.2K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.11K+ 25.05% |
$154K - $206K
|
5.52K
$823K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.79K+ 9.72% |
$390K - $520K
|
31.5K
$4.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 14.85% |
$223K - $298K
|
9.17K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$1.12K - $1.49K
|
4.06K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 4.06% |
$1.49M - $1.99M
|
252K
$37.6M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-236K- 45.55% |
$33M - $44M
|
282K
$42.1M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-940- 5.61% |
$131K - $175K
|
15.8K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-16- 0.73% |
$2.24K - $2.98K
|
2.17K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.69KNew |
$935K - $1.25M
|
6.69K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.13K+ 6.14% |
$438K - $584K
|
54.2K
$8.09M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
149+ 6.94% |
$20.8K - $27.8K
|
2.3K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.66K+ 135.96% |
$372K - $496K
|
4.62K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
542+ 8.03% |
$75.8K - $101K
|
7.3K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-409- 4.12% |
$57.2K - $76.3K
|
9.51K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
104+ 2.34% |
$14.5K - $19.4K
|
4.55K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-184- 2.64% |
$25.7K - $34.3K
|
6.77K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-41.3K- 59.77% |
$5.77M - $7.7M
|
27.8K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.18KNew |
$584K - $779K
|
4.18K
$624K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
287K+ 71.74% |
$40.1M - $53.5M
|
687K
$103M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-248K- 23.87% |
$34.7M - $46.2M
|
791K
$118M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-161- 9.98% |
$22.5K - $30K
|
1.45K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-408- 20.44% |
$57K - $76.1K
|
1.59K
$237K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.15K- 37.11% |
$719K - $959K
|
8.72K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
918+ 6.99% |
$128K - $171K
|
14.1K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-3.01K- 2.02% |
$421K - $561K
|
146K
$21.8M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.21% |
$839 - $1.12K
|
2.86K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.4K+ 6.73% |
$1.17M - $1.57M
|
133K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Bernzott Capital Advisors
|
SELL
|
- |
-1.34K- 4.28% |
$187K - $250K
|
30K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-561- 7.13% |
$78.4K - $105K
|
7.31K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-3.19K- 5.31% |
$446K - $595K
|
56.8K
$8.49M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.73KNew |
$241K - $322K
|
1.73K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
428+ 1.09% |
$59.8K - $79.8K
|
39.8K
$5.95M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.06K- 8.2% |
$148K - $198K
|
11.9K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-5.14K- 16.77% |
$719K - $958K
|
25.5K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
475+ 12.03% |
$66.4K - $88.6K
|
4.42K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 9.68% |
$178K - $238K
|
14.5K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
103+ 2.17% |
$14.4K - $19.2K
|
4.85K
$725K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
230+ 17.69% |
$32.2K - $42.9K
|
1.53K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
408+ 25.42% |
$57K - $76.1K
|
2.01K
$301K
|