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 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.03K+ 30.57% |
$983K - $1.31M
|
30K
$4.72M
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
658+ 14.62% |
$92K - $123K
|
5.16K
$811K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
88+ 0.69% |
$12.3K - $16.4K
|
12.8K
$2.01M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-579- 4.89% |
$80.9K - $108K
|
11.3K
$1.77M
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-114- 1.42% |
$15.9K - $21.3K
|
7.91K
$1.24M
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
736+ 29.75% |
$103K - $137K
|
3.21K
$505K
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.36K- 12.62% |
$609K - $812K
|
30.2K
$4.74M
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.1K- 14.5% |
$154K - $205K
|
6.48K
$1.02M
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
7.83K+ 4.52% |
$1.09M - $1.46M
|
181K
$28.5M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.69K+ 11.01% |
$236K - $315K
|
17K
$2.67M
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.68K+ 65.35% |
$234K - $312K
|
4.24K
$666K
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-14.6K- 2.65% |
$2.04M - $2.72M
|
536K
$84.2M
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-622- 22.73% |
$87K - $116K
|
2.11K
$332K
|
|
Q4 2024 | |||||||
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.98KNew |
$327K - $381K
|
1.98K
$311K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
205New |
$33.9K - $39.4K
|
205
$32.2K
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.28% |
$165 - $192
|
354
$55.7K
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
211+ 3.56% |
$34.9K - $40.6K
|
6.13K
$964K
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-383- 6.76% |
$63.4K - $73.7K
|
5.28K
$830K
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.27K+ 83.07% |
$705K - $821K
|
9.4K
$1.48M
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.04KNew |
$173K - $201K
|
1.04K
$164K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
12.9KNew |
$2.14M - $2.49M
|
12.9K
$2.03M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.04K- 9.6% |
$172K - $200K
|
9.79K
$1.54M
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.37K- 99.33% |
$391K - $455K
|
16
$2.52K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-129- 3.19% |
$21.3K - $24.8K
|
3.91K
$615K
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2.13K- 50.0% |
$353K - $410K
|
2.13K
$335K
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.8KNew |
$794K - $924K
|
4.8K
$755K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
462New |
$76.4K - $88.9K
|
462
$72.6K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
5.53KNew |
$914K - $1.06M
|
5.53K
$869K
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
415+ 8.03% |
$68.6K - $79.9K
|
5.58K
$878K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-351- 13.46% |
$58.1K - $67.5K
|
2.26K
$355K
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
605KNew |
$100M - $116M
|
605K
$95.2M
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.2KNew |
$198K - $231K
|
1.2K
$189K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.42K+ 13.17% |
$731K - $851K
|
38K
$5.97M
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
2.06KNew |
$341K - $397K
|
2.06K
$325K
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.44KNew |
$569K - $662K
|
3.44K
$541K
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.4KNew |
$231K - $269K
|
1.4K
$220K
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
773+ 8.49% |
$128K - $149K
|
9.88K
$1.55M
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.66K- 37.13% |
$606K - $705K
|
6.21K
$976K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.74KNew |
$288K - $335K
|
1.74K
$274K
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.39KNew |
$395K - $460K
|
2.39K
$376K
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 1.91% |
$26.8K - $31.2K
|
8.64K
$1.36M
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
58K+ 1897.77% |
$9.59M - $11.2M
|
61K
$9.59M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
108+ 12.07% |
$17.9K - $20.8K
|
1K
$158K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
515+ 21.61% |
$85.2K - $99.1K
|
2.9K
$456K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.26KNew |
$539K - $628K
|
3.26K
$513K
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-482- 14.94% |
$79.7K - $92.8K
|
2.74K
$431K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
118+ 10.63% |
$19.5K - $22.7K
|
1.23K
$193K
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-249- 9.58% |
$41.2K - $47.9K
|
2.35K
$370K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.12K- 4.6% |
$350K - $407K
|
43.9K
$6.9M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 50.39% |
$298K - $347K
|
1.78K
$279K
|