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 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-426- 21.81% |
$52.3K - $93.1K
|
1.53K
$388K
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 9.79% |
$138K - $246K
|
12.6K
$3.2M
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
18+ 0.83% |
$2.21K - $3.94K
|
2.19K
$555K
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.25KNew |
$154K - $273K
|
1.25K
$317K
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-62- 1.74% |
$7.61K - $13.6K
|
3.51K
$891K
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.51K- 1.07% |
$186K - $330K
|
139K
$35.4M
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.14KNew |
$140K - $248K
|
1.14K
$288K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.5K- 9.16% |
$1.29M - $2.3M
|
104K
$26.4M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100New |
$12.3K - $21.9K
|
100
$25.4K
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1+ 0.13% |
$123 - $219
|
756
$192K
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
41K+ 17.78% |
$5.03M - $8.95M
|
271K
$68.9M
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
15+ 0.51% |
$1.84K - $3.28K
|
2.95K
$748K
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
63.9K+ 137.78% |
$7.85M - $14M
|
110K
$28M
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-17.7K- 25.27% |
$2.18M - $3.88M
|
52.5K
$13.3M
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
36.7K+ 12.13% |
$4.51M - $8.02M
|
339K
$86.1M
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-259- 0.76% |
$31.8K - $56.6K
|
33.7K
$8.57M
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
25.5K+ 224.73% |
$3.13M - $5.58M
|
36.9K
$9.36M
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
1+ 0.03% |
$123 - $219
|
3.79K
$962K
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
86+ 1.25% |
$10.6K - $18.8K
|
6.99K
$1.77M
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-208- 8.07% |
$25.5K - $45.5K
|
2.37K
$602K
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-4- 0.13% |
$491 - $875
|
3.19K
$811K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-5.21K- 1.65% |
$640K - $1.14M
|
311K
$78.9M
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$1.23K - $2.19K
|
6.71K
$1.7M
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-2.15K- 11.35% |
$264K - $470K
|
16.8K
$4.26M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-50- 0.95% |
$6.14K - $10.9K
|
5.22K
$1.33M
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
31+ 1.18% |
$3.81K - $6.78K
|
2.66K
$676K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.2KNew |
$148K - $263K
|
1.2K
$306K
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
180K+ 17.38% |
$22.1M - $39.4M
|
1.22M
$309M
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-124- 0.99% |
$15.2K - $27.1K
|
12.4K
$3.15M
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
70+ 3.92% |
$8.6K - $15.3K
|
1.86K
$471K
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
15+ 0.94% |
$1.84K - $3.28K
|
1.61K
$408K
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-49.7K- 91.29% |
$6.1M - $10.9M
|
4.74K
$1.2M
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.3KNew |
$160K - $285K
|
1.3K
$331K
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
148+ 7.34% |
$18.2K - $32.4K
|
2.16K
$549K
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-112- 3.89% |
$13.8K - $24.5K
|
2.77K
$702K
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 13.68% |
$24.6K - $43.7K
|
1.26K
$320K
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-344- 0.61% |
$42.3K - $75.2K
|
55.8K
$14.2M
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
920New |
$113K - $201K
|
920
$234K
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
2.78K+ 4.4% |
$341K - $607K
|
65.9K
$16.7M
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1KNew |
$123K - $219K
|
1K
$254K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.16K+ 7.14% |
$633K - $1.13M
|
77.4K
$19.6M
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-229- 13.51% |
$28.1K - $50.1K
|
1.47K
$372K
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
425+ 0.97% |
$52.2K - $92.9K
|
44.4K
$11.3M
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-335- 2.89% |
$41.1K - $73.2K
|
11.3K
$2.86M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-458- 12.78% |
$56.3K - $100K
|
3.13K
$793K
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-446- 5.49% |
$54.8K - $97.5K
|
7.68K
$1.95M
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-699- 16.22% |
$85.9K - $153K
|
3.61K
$916K
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-263- 7.14% |
$32.3K - $57.5K
|
3.42K
$868K
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.32K- 0.63% |
$162K - $288K
|
206K
$52.4M
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.36% |
$1.23K - $2.19K
|
2.8K
$711K
|